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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
WCM
1001
Weaver Capital Management
Georgia
$624K +$255K +2,377 +68%
BIA
1002
Bigelow Investment Advisors
Maine
$624K -$35.5K -330 -5%
GLA
1003
Good Life Advisors
Pennsylvania
$620K -$643K -5,987 -51%
CC
1004
Copperleaf Capital
North Carolina
$620K +$39.6K +369 +7%
EWA
1005
Elevate Wealth Advisory
Georgia
$617K +$12.7K +118 +2%
JSA
1006
Jim Saulnier & Associates
Colorado
$615K +$3.22K +30 +0.5%
LNWWM
1007
Laird Norton Wetherby Wealth Management
California
$602K
CWI
1008
Conscious Wealth Investments
Florida
$598K -$162K -1,508 -21%
CAM
1009
Clark Asset Management
New Hampshire
$597K +$602K +5,604 New
LF
1010
Lee Financial
Texas
$595K +$31.6K +294 +6%
AWM
1011
Accel Wealth Management
Iowa
$593K -$752 -7 -0.1%
USB
1012
Union Savings Bank
Connecticut
$593K +$174K +1,624 +41%
SAM
1013
Smartleaf Asset Management
Massachusetts
$591K -$256K -2,382 -30%
FW
1014
Fairway Wealth
Ohio
$590K +$162K +1,512 +38%
SFWC
1015
Strategic Family Wealth Counselors
New Jersey
$589K +$3.87K +36 +0.7%
UFA
1016
Uptown Financial Advisors
Texas
$588K +$593K +5,518 New
MGIA
1017
Moneta Group Investment Advisors
Missouri
$584K +$115K +1,069 +24%
KCAM
1018
Kagan Cocozza Asset Management
New Jersey
$580K +$585K +5,448 New
EWA
1019
Evolution Wealth Advisors
Florida
$579K +$52.2K +486 +10%
FYW
1020
Future You Wealth
New York
$579K +$583K +5,431 New
FNA
1021
First National Advisers
Nebraska
$577K +$582K +5,416 New
NB
1022
NBT Bank
New York
$576K
IWM
1023
Integris Wealth Management
California
$574K +$184K +1,708 +46%
CCA
1024
Cadent Capital Advisors
Oklahoma
$573K +$5.59K +52 +1%
RPA
1025
Rock Point Advisors
Vermont
$573K +$577K +5,375 New

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.