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iShares National Muni Bond ETF

1,396 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 649 increasing their positions, 431 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 59

51% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 431

19% more call options, than puts

Call options by funds: $55M | Put options by funds: $46.3M

7% more capital invested

Capital invested by funds: $32.5B → $34.6B (+$2.15B)

4% more funds holding

Funds holding: 1,3451,396 (+51)

0.46% more ownership

Funds ownership: 87.36%87.82% (+0.46%)

7% less funds holding in top 10

Funds holding in top 10: 117109 (-8)

Holders
1,396
Holders Change
+51
Holders Change %
+3.79%
% of All Funds
20.05%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.57%
New
123
Increased
649
Reduced
431
Closed
59
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
RRCM
926
Rappaport Reiches Capital Management
Illinois
$648K +$643K +5,964 New
RIP
927
RAM Investment Partners
Washington
$647K -$10.5K -97 -2%
FGA
928
Fortis Group Advisors
New Jersey
$644K +$245K +2,272 +62%
CWP
929
Cyndeo Wealth Partners
Florida
$639K +$53.1K +493 +9%
FCM
930
Fortis Capital Management
Washington
$638K +$4.31K +40 +0.7%
PPH
931
Pure Portfolios Holdings
Oregon
$637K +$632K +5,866 New
NB
932
Nicolet Bankshares
Wisconsin
$637K -$388K -3,596 -38%
BA
933
Ballast Advisors
Minnesota
$636K -$5.82K -54 -0.9%
KNFPWM
934
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$627K +$184K +1,709 +42%
JSA
935
Jim Saulnier & Associates
Colorado
$623K +$618K +5,739 New
SPI
936
Sutton Place Investors
New York
$617K +$12.5K +116 +2%
CWM
937
Chesapeake Wealth Management
Virginia
$616K +$58.7K +545 +11%
EWA
938
Elevate Wealth Advisory
Georgia
$616K
ATS
939
Ashton Thomas Securities
New York
$615K +$180K +1,668 +42%
LNWWM
940
Laird Norton Wetherby Wealth Management
California
$614K
AWA
941
Alta Wealth Advisors
Massachusetts
$614K -$255K -2,366 -30%
AUB
942
Atlantic Union Bankshares
Virginia
$613K
TWM
943
Tradition Wealth Management
Minnesota
$608K -$32.3K -300 -5%
AFA
944
American Financial Advisors
Georgia
$607K -$114K -1,057 -16%
SA
945
Stewardship Advisors
Pennsylvania
$606K +$602K +5,583 New
AWM
946
Accel Wealth Management
Iowa
$605K +$600K +5,570 New
FWP
947
Firethorn Wealth Partners
Georgia
$604K +$49.5K +459 +9%
SFWC
948
Strategic Family Wealth Counselors
New Jersey
$596K
CC
949
Copperleaf Capital
North Carolina
$592K +$4.96K +46 +0.9%
PCS
950
Personal CFO Solutions
New Jersey
$592K +$269K +2,493 +84%

MUB Hedge Fund Activity: Q3 2024 in Review

1,396 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q3 2024, worth a combined $34.6B — up 6.6% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new MUB positions and 59 closed out — a net gain of 64 holders — while 649 added to existing stakes and 431 trimmed.

The largest buyer was Bank of America, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 1,396 institutional investors held iShares National Muni Bond ETF (MUB) as of Q3 2024, up from 1,345 in Q2 2024.
  • Funds reported $34.6B of iShares National Muni Bond ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 123 funds opened new iShares National Muni Bond ETF positions in Q3 2024 and 59 closed out, a net change of +64 holders.
  • The largest iShares National Muni Bond ETF buyer in Q3 2024 was Bank of America, an estimated $213M added.
  • The largest iShares National Muni Bond ETF seller in Q3 2024 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2024.