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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
CCG
926
Chatham Capital Group
Georgia
$790K
PWM
927
PBMares Wealth Management
Virginia
$789K +$796K +7,410 New
AWMS
928
Advocacy Wealth Management Services
Georgia
$788K
RA
929
Ransom Advisory
Rhode Island
$787K +$86.9K +809 +12%
SIC
930
Sigma Investment Counselors
Michigan
$786K
LFG
931
Larson Financial Group
Missouri
$785K -$46K -428 -5%
GAM
932
GEM Asset Management
Michigan
$781K +$2.79K +26 +0.4%
PAA
933
Peregrine Asset Advisers
Oregon
$781K -$468K -4,359 -37%
SIA
934
Strategic Investment Advisors
Michigan
$780K +$20.5K +191 +3%
PCA
935
Pallas Capital Advisors
Massachusetts
$780K -$112K -1,038 -12%
APC
936
Aspire Private Capital
North Carolina
$778K -$525K -4,884 -40%
TAM
937
TCP Asset Management
Ohio
$775K +$2.36K +22 +0.3%
WAAG
938
Wealth Alliance Advisory Group
Kansas
$772K
IBOK
939
Independence Bank of Kentucky
Kentucky
$770K -$87.6K -815 -10%
CWM
940
Calamos Wealth Management
Illinois
$767K +$230K +2,142 +42%
HNWAG
941
High Net Worth Advisory Group
Florida
$763K +$2.36K +22 +0.3%
FSA
942
Financial Sense Advisors
California
$763K +$12.7K +118 +2%
PWMAG
943
Pinnacle Wealth Management Advisory Group
New Jersey
$762K +$111K +1,035 +17%
BCA
944
Ballentine Capital Advisors
South Carolina
$759K -$131K -1,217 -15%
SIA
945
Soltis Investment Advisors
Utah
$759K +$300K +2,790 +64%
PJWM
946
Philip James Wealth Mangement
Georgia
$757K -$18.2K -169 -2%
MLM
947
Mount Lucas Management
Pennsylvania
$756K +$22K +205 +3%
WA
948
WBH Advisory
Maryland
$752K -$100K -934 -12%
RCM
949
Radnor Capital Management
Pennsylvania
$746K -$127K -1,185 -14%
ATC
950
Argent Trust Co
Tennessee
$744K -$35.5K -330 -5%

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.