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iShares National Muni Bond ETF

1,523 hedge funds and large institutions have $37.3B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 655 increasing their positions, 466 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 74

41% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 466

11% more funds holding in top 10

Funds holding in top 10: 109121 (+12)

9% more funds holding

Funds holding: 1,3961,523 (+127)

8% more capital invested

Capital invested by funds: $34.6B → $37.3B (+$2.63B)

1.7% more ownership

Funds ownership: 87.82%89.52% (+1.7%)

49% less call options, than puts

Call options by funds: $74.3M | Put options by funds: $144M

Holders
1,523
Holders Change
+127
Holders Change %
+9.1%
% of All Funds
20.06%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.59%
New
226
Increased
655
Reduced
466
Closed
74
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
901
Edgemoor Investment Advisors
Maryland
$848K -$154K -1,435 -15%
AWS
902
Aspen Wealth Strategies
Colorado
$848K +$34.9K +325 +4%
WN
903
Williams & Novak
California
$846K +$16K +149 +2%
LSA
904
Lion Street Advisors
Texas
$842K -$6.12K -57 -0.7%
ACP
905
Aveo Capital Partners
Colorado
$837K -$556K -5,174 -40%
BAM
906
Berkshire Asset Management
Pennsylvania
$837K
SAF
907
Smith Anglin Financial
Texas
$834K +$145K +1,353 +21%
First Trust Advisors
908
First Trust Advisors
Illinois
$829K +$263K +2,445 +46%
CIAS
909
Capital Investment Advisory Services
North Carolina
$821K -$248K -2,308 -23%
SVWAG
910
Sound View Wealth Advisors Group
Georgia
$816K -$46.3K -431 -5%
AWM
911
Altus Wealth Management
Kentucky
$814K +$403K +3,755 +97%
MWM
912
Modern Wealth Management
Kansas
$811K +$242K +2,251 +42%
AAG
913
Armstrong Advisory Group
Massachusetts
$810K -$22.3K -208 -3%
GIA
914
Goodwin Investment Advisory
Georgia
$810K +$266K +2,475 +48%
AF
915
Aldebaran Financial
$810K +$816K +7,597 New
EFM
916
Eley Financial Management
Vermont
$809K -$24.7K -230 -3%
BOSSRA
917
B.O.S.S. Retirement Advisors
Utah
$808K +$598K +5,569 +276%
MWM
918
Merriman Wealth Management
Washington
$805K +$552K +5,137 +212%
FA
919
FF Advisors
California
$803K -$2.47K -23 -0.3%
SRB
920
Shotwell Rutter Baer
Michigan
$800K
PI
921
PFG Investments
New York
$800K -$87.2K -812 -10%
TVAMP
922
Tennessee Valley Asset Management Partners
Tennessee
$798K +$3.22K +30 +0.4%
AI
923
Accredited Investors
Minnesota
$796K -$17K -158 -2%
CCB
924
Country Club Bank
Missouri
$795K -$5.37K -50 -0.7%
CA
925
Continuum Advisory
Idaho
$793K -$1M -9,319 -56%

MUB Hedge Fund Activity: Q4 2024 in Review

1,523 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2024, worth a combined $37.3B — up 7.6% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new MUB positions and 74 closed out — a net gain of 152 holders — while 655 added to existing stakes and 466 trimmed.

The largest buyer was Bank of America, adding an estimated $569M. The largest seller was Wealthfront Advisers, cutting an estimated $232M.

  • 1,523 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2024, up from 1,396 in Q3 2024.
  • Funds reported $37.3B of iShares National Muni Bond ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 226 funds opened new iShares National Muni Bond ETF positions in Q4 2024 and 74 closed out, a net change of +152 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $569M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2024 was Wealthfront Advisers, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.