We are live on ! Find out more
MUB icon

iShares National Muni Bond ETF

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: 1,3451,396 (+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: 117109 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1001
Independent Advisor Alliance
North Carolina
$504K +$500K +4,641 New
9WM
1002
9258 Wealth Management
Ohio
$503K +$47.7K +443 +11%
EWM
1003
EPG Wealth Management
Georgia
$501K +$497K +4,616 New
PFBT
1004
Parkside Financial Bank & Trust
Missouri
$500K -$9.48K -88 -2%
PP
1005
Patten & Patten
Tennessee
$499K
BAM
1006
BTS Asset Management
Massachusetts
$495K +$491K +4,554 New
LIG
1007
Lokken Investment Group
Delaware
$491K -$38.1K -354 -7%
IC
1008
IEQ Capital
California
$491K +$138K +1,280 +40%
AP
1009
Adero Partners
California
$490K -$19.7K -183 -4%
UAG
1010
United Advisor Group
Ohio
$490K +$157K +1,453 +48%
BFG
1011
Baron Financial Group
New Jersey
$490K -$26.9K -250 -5%
CFS
1012
Commonwealth Financial Services
West Virginia
$489K -$129K -1,199 -21%
QP
1013
Quartz Partners
New York
$487K +$483K +4,481 New
AWA
1014
ARQ Wealth Advisors
Arizona
$486K +$487K +4,518 New
TI
1015
Truepoint Inc
Ohio
$483K -$165K -1,528 -26%
IAS
1016
Insigneo Advisory Services
Florida
$480K +$431 +4 +0.1%
MGIA
1017
Moneta Group Investment Advisors
Missouri
$479K -$580K -5,385 -55%
SWM
1018
Sterling Wealth Management
Illinois
$478K -$24.1K -224 -5%
Empower Advisory Group
1019
Empower Advisory Group
Colorado
$478K -$169K -1,564 -26%
EAM
1020
Empirical Asset Management
Massachusetts
$473K +$1.62K +15 +0%
EWS
1021
Eagle Wealth Strategies
New Jersey
$473K +$3.45K +32 +0.7%
CFO
1022
CVA Family Office
Colorado
$473K +$157K +1,456 +50%
EIG
1023
Ellenbecker Investment Group
Wisconsin
$471K -$83.3K -773 -15%
CWM
1024
Centurion Wealth Management
Virginia
$471K +$467K +4,337 New
COCM
1025
Charter Oak Capital Management
New Hampshire
$471K -$99.5K -923 -18%

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.