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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
NB
951
NBT Bank
New York
$587K +$582K +5,405 New
SFP
952
Sandbox Financial Partners
Maryland
$584K +$46.6K +432 +9%
PWA
953
Provenance Wealth Advisors
Florida
$582K -$1.83K -17 -0.3%
MWM
954
Modern Wealth Management
Kansas
$582K -$32.1K -298 -5%
First Trust Advisors
955
First Trust Advisors
Illinois
$579K -$189K -1,758 -25%
CCA
956
Cadent Capital Advisors
Oklahoma
$579K -$80.7K -749 -12%
LF
957
Lee Financial
Texas
$575K +$9.7K +90 +2%
HCP
958
Hexagon Capital Partners
Arkansas
$573K -$71.9K -667 -11%
AAS
959
Asset Allocation Strategies
Michigan
$572K +$2.8K +26 +0.5%
HT
960
Headlands Technologies
Illinois
$567K +$563K +5,223 New
HFS
961
Heritage Financial Services
Massachusetts
$564K -$13.9K -129 -2%
WWM
962
Wiser Wealth Management
Georgia
$564K -$539 -5 -0.1%
APWM
963
Argonautica Private Wealth Management
Massachusetts
$563K -$20.2K -187 -3%
VAF
964
Values Added Financial
District of Columbia
$560K -$8.19K -76 -1%
NDSI
965
Newman Dignan & Sheerar Inc
Rhode Island
$559K +$57.8K +536 +11%
BIM
966
Breakwater Investment Management
Washington
$557K +$81.3K +754 +17%
GIA
967
Goodwin Investment Advisory
Georgia
$557K -$9.27K -86 -2%
CWM
968
Calamos Wealth Management
Illinois
$549K -$1.01M -9,326 -65%
GM
969
GeoWealth Management
Illinois
$548K -$181K -1,678 -25%
BAM
970
Belpointe Asset Management
Nevada
$546K +$22K +204 +4%
BWG
971
Beta Wealth Group
California
$546K -$9.38K -87 -2%
DTC
972
Davidson Trust Company
Washington
$543K -$48.5K -450 -8%
CB
973
Centennial Bank
Arkansas
$543K
HFAS
974
Hummer Financial Advisory Services
Illinois
$543K
MMG
975
Monetary Management Group
Missouri
$543K

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.