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iShares National Muni Bond ETF

1,221 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 520 increasing their positions, 431 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

603% more call options, than puts

Call options by funds: $21.8M | Put options by funds: $3.09M

21% more repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 431

20% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 84

13% more funds holding in top 10

Funds holding in top 10: 101114 (+13)

10% more capital invested

Capital invested by funds: $27.5B → $30.2B (+$2.64B)

4.02% more ownership

Funds ownership: 84.09%88.11% (+4%)

0% more funds holding

Funds holding: 1,2181,221 (+3)

Holders
1,221
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.38%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.81%
New
101
Increased
520
Reduced
431
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
1001
L.M. Kohn & Company
Ohio
$292K
DT
1002
Diversified Trust
Tennessee
$291K -$47.5K -450 -14%
MFG
1003
Merit Financial Group
Georgia
$291K +$58.6K +556 +24%
BPWM
1004
Badgley Phelps Wealth Managers
Washington
$289K
TIM
1005
Total Investment Management
Arizona
$289K +$1.79K +17 +0.6%
PFM
1006
Peak Financial Management
Massachusetts
$288K
LL
1007
LWMG LLC
Minnesota
$285K +$738 +7 +0.3%
Simplex Trading
1008
Simplex Trading
Illinois
$285K +$86.7K +822 +42%
FGA
1009
Fortis Group Advisors
New Jersey
$282K +$16.1K +153 +6%
CCM
1010
Colorado Capital Management
Colorado
$282K -$25.2K -239 -8%
SAM
1011
Summit Asset Management
Tennessee
$282K
GI
1012
Gradient Investments
Minnesota
$282K +$195K +1,845 +204%
KCM
1013
Kanawha Capital Management
Virginia
$280K -$81.7K -775 -22%
WCG
1014
Wall Capital Group
Arizona
$279K -$251K -2,378 -47%
WEG
1015
World Equity Group
Illinois
$277K +$285K +2,706 New
T. Rowe Price Associates
1016
T. Rowe Price Associates
Maryland
$277K
1832 Asset Management
1017
1832 Asset Management
Ontario, Canada
$277K
CFS
1018
CRA Financial Services
New Jersey
$276K
GWM
1019
Gray Wealth Management
Maine
$274K -$15.8K -150 -5%
SW
1020
SMART Wealth
Nebraska
$273K -$67.8K -643 -19%
LIM
1021
Leavell Investment Management
Alabama
$273K
LSPW
1022
Lake Street Private Wealth
Illinois
$273K +$280K +2,659 New
WC
1023
Whitney & Co
New York
$273K -$178K -1,685 -39%
CAP
1024
Columbia Advisory Partners
Washington
$270K -$949 -9 -0.3%
CC
1025
Callan Capital
California
$270K +$278K +2,635 New

MUB Hedge Fund Activity: Q3 2023 in Review

1,221 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q3 2023, worth a combined $30.2B — up 9.6% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MUB positions and 84 closed out — a net gain of 17 holders — while 520 added to existing stakes and 431 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $798M. The largest seller was Envestnet Asset Management, cutting an estimated $497M.

  • 1,221 institutional investors held iShares National Muni Bond ETF (MUB) as of Q3 2023, up from 1,218 in Q2 2023.
  • Funds reported $30.2B of iShares National Muni Bond ETF stock for Q3 2023, up 9.6% quarter-over-quarter.
  • 101 funds opened new iShares National Muni Bond ETF positions in Q3 2023 and 84 closed out, a net change of +17 holders.
  • The largest iShares National Muni Bond ETF buyer in Q3 2023 was Wealthfront Advisers, an estimated $798M added.
  • The largest iShares National Muni Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $497M sold.

Based on aggregated 13F filings for Q3 2023.