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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
T. Rowe Price Associates
976
T. Rowe Price Associates
Maryland
$672K
DWA
977
Delta Wealth Advisors
Indiana
$667K +$321K +2,986 +91%
WFAG
978
Wescott Financial Advisory Group
Pennsylvania
$664K +$4.62K +43 +0.7%
BA
979
Ballast Advisors
Minnesota
$661K +$37K +344 +6%
NFG
980
Nations Financial Group
Iowa
$655K -$64.7K -602 -9%
BWMG
981
Barnes Wealth Management Group
California
$653K +$659K +6,130 New
MCM
982
Maple Capital Management
Vermont
$653K +$154K +1,438 +31%
KNFPWM
983
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$651K +$36.9K +343 +6%
HHWM
984
Hiley Hunt Wealth Management
Nebraska
$651K +$298K +2,776 +83%
CC
985
Capstone Capital
Nevada
$651K
1WM
986
1900 Wealth Management
Texas
$650K
FHB
987
First Hawaiian Bank
Hawaii
$646K +$139K +1,296 +27%
SPI
988
Sutton Place Investors
New York
$645K +$39.8K +370 +7%
AWA
989
Alta Wealth Advisors
Massachusetts
$642K +$40.2K +374 +7%
1SB
990
1ST Source Bank
Indiana
$640K
HFS
991
Heritage Financial Services
Massachusetts
$640K +$87.6K +815 +16%
NFA
992
Northwest Financial Advisors
Virginia
$639K -$7.31K -68 -1%
BCM
993
Brasada Capital Management
Texas
$639K +$385K +3,585 +145%
CFG
994
Cornerstone Financial Group
Nebraska
$632K +$637K +5,929 New
SL
995
SWMG LLC
Texas
$632K -$136K -1,269 -18%
PPH
996
Pure Portfolios Holdings
Oregon
$631K +$5.8K +54 +0.9%
LWM
997
Level Wealth Management
North Carolina
$628K +$634K +5,897 New
ONB
998
Old National Bancorp
Indiana
$627K -$9.35K -87 -1%
AIM
999
AMI Investment Management
Indiana
$626K +$222K +2,066 +54%
RIP
1000
RAM Investment Partners
Washington
$625K -$9.67K -90 -2%

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.