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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
SFWA
951
Summit Financial Wealth Advisors
Louisiana
$743K
RTC
952
Real Talk Capital
Tennessee
$737K +$743K +6,920 New
GWM
953
Gibbs Wealth Management
Georgia
$737K +$424K +3,950 +133%
JWCA
954
J.W. Cole Advisors
Florida
$733K -$317K -2,949 -30%
SWM
955
SeaCrest Wealth Management
New York
$730K +$2.26K +21 +0.3%
CWM
956
Chesapeake Wealth Management
Virginia
$730K +$126K +1,175 +21%
HPC
957
Hobart Private Capital
North Carolina
$728K +$734K +6,830 New
WW
958
Westshore Wealth
California
$727K +$80K +745 +12%
NAM
959
NTV Asset Management
West Virginia
$726K -$269K -2,500 -27%
EB
960
Eastern Bank
Massachusetts
$721K
WFA
961
West Financial Advisors
Iowa
$716K +$430 +4 +0.1%
AFG
962
Altiora Financial Group
Ohio
$712K
IFPL
963
Investments & Financial Planning LLC
Kentucky
$711K +$1.72K +16 +0.2%
WAG
964
Winthrop Advisory Group
Massachusetts
$710K +$180K +1,679 +34%
FAM
965
Flaharty Asset Management
Florida
$710K
PWPS
966
Pinnacle Wealth Planning Services
Ohio
$709K
HCM
967
HMS Capital Management
Tennessee
$702K +$173K +1,606 +32%
CFP
968
Cypress Financial Planning
New Jersey
$697K +$304K +2,827 +76%
IA
969
IFC Advisors
California
$692K +$698K +6,499 New
MWA
970
Merkkuri Wealth Advisors
New York
$690K +$54.7K +509 +9%
SMC
971
Smith, Moore & Co
Missouri
$687K +$237K +2,207 +52%
CRFG
972
Columbia River Financial Group
Washington
$679K +$686K +6,381 New
CG
973
CFO4Life Group
Texas
$678K -$76K -707 -10%
HFO
974
Heritage Family Offices
Arizona
$678K -$39.2K -365 -5%
GD
975
Grandfield & Dodd
New York
$673K

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.