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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
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$60.2M +$11.3M +105,343 +23%
Bessemer Group
77
Bessemer Group
New Jersey
$59.5M +$11.4M +105,720 +23%
SW
78
SoFi Wealth
California
$58.6M +$6.91M +64,274 +13%
BPA
79
Beacon Pointe Advisors
California
$58.1M -$358K -3,336 -0.6%
FG
80
Foster Group
Iowa
$56.8M +$5.16M +47,988 +10%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$53.3M +$4.83M +44,937 +10%
JWA
82
JFS Wealth Advisors
Pennsylvania
$52.8M +$3.29M +30,600 +7%
KIM
83
Kestra Investment Management
Texas
$52.5M +$9.71M +90,378 +22%
MNA
84
Manning & Napier Advisors
New York
$52.3M -$1.07M -9,913 -2%
CCM
85
Coldstream Capital Management
Washington
$51.7M -$1.42M -13,197 -3%
AllianceBernstein
86
AllianceBernstein
Tennessee
$49.3M +$3.69M +34,322 +8%
Comerica Bank
87
Comerica Bank
Texas
$46.3M +$7.25M +67,438 +18%
AWM
88
Angeles Wealth Management
California
$45.2M -$17.2M -160,138 -27%
FFA
89
Farther Finance Advisors
California
$45M +$13.1M +121,681 +41%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$44.9M -$754K -7,018 -2%
GSIS
91
Global Strategic Investment Solutions
Arizona
$43.4M +$13.9M +129,827 +47%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$42.2M +$350K +3,260 +0.8%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$41.2M +$8.35M +77,715 +25%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$39.9M +$785K +7,310 +2%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$38.8M -$333K -3,096 -0.8%
WPW
96
Waldron Private Wealth
Pennsylvania
$37.8M +$1.25M +11,602 +3%
AF
97
Allworth Financial
California
$37.8M +$10.9M +101,692 +40%
AWM
98
AE Wealth Management
Kansas
$37.7M +$1.91M +17,815 +5%
SA
99
Sanctuary Advisors
Indiana
$36.9M -$2.37M -22,023 -6%
CB
100
Commerce Bank
Missouri
$36.5M +$3.92M +36,468 +12%

MUB Hedge Fund Activity: Q4 2024 in Review

1,523 of the 7,592 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.