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iShares National Muni Bond ETF
MUB

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: 1,345 → 1,396 (+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: 117 → 109 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$213M
2
US Bancorp
US Bancorp
Minnesota
+$200M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Betterment LLC
Betterment LLC
New York
+$120M
5
FWI
Facet Wealth Inc
Maryland
+$112M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$49M
4
SP
Symmetry Partners
Connecticut
-$41.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
976
Operose Advisors
Wisconsin
$543K -$181K -1,683 -25%
WAG
977
Winthrop Advisory Group
Massachusetts
$542K +$754 +7 +0.1%
HCM
978
HMS Capital Management
Tennessee
$542K +$50.3K +467 +10%
AWM
979
Aries Wealth Management
Maine
$541K – – –
HIM
980
Harbour Investment Management
Washington
$538K – – –
EWA
981
Evolution Wealth Advisors
Florida
$537K – – –
WCA
982
Waypoint Capital Advisors
Minnesota
$534K – – –
TAM
983
Titleist Asset Management
Texas
$532K +$108 +1 +0%
WCWM
984
Willow Creek Wealth Management
California
$531K +$3.66K +34 +0.7%
GC
985
Grimes & Company
Massachusetts
$529K +$291K +2,701 +124%
NCM
986
Noesis Capital Mangement
Florida
$522K -$357K -3,314 -41%
BWP
987
BSW Wealth Partners
Colorado
$520K +$180K +1,666 +53%
SGI
988
Summit Global Investments
Utah
$519K +$4.31K +40 +0.8%
SP
989
Stablepoint Partners
Massachusetts
$518K – – –
EIP
990
Ellis Investment Partners
Pennsylvania
$518K +$3.77K +35 +0.7%
FHB
991
First Hawaiian Bank
Hawaii
$518K -$46.4K -431 -8%
FFA
992
Florida Financial Advisors
Florida
$512K +$219K +2,031 +76%
BAWC
993
Boyce & Associates Wealth Consulting
Texas
$512K +$1.4K +13 +0.3%
EWM
994
Evercore Wealth Management
New York
$511K – – –
AB
995
Atlas Brown
Kentucky
$511K +$67K +622 +15%
CWM
996
Collaborative Wealth Management
Florida
$510K +$67K +622 +15%
MCM
997
Maple Capital Management
Vermont
$509K -$13.5K -125 -3%
HH
998
Hilltop Holdings
Texas
$509K +$86.8K +805 +21%
FA
999
FSA Advisors
Michigan
$508K +$28.4K +264 +6%
DI
1000
Diligent Investors
California
$508K +$970 +9 +0.2%
38 39
40
41 42

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.