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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
SIA
1026
Soltis Investment Advisors
Utah
$471K +$210K +1,949 +82%
FWA
1027
FOCUS Wealth Advisors
Texas
$469K
FA
1028
Fiducient Advisors
Illinois
$467K +$463K +4,298 New
EFG
1029
Ethos Financial Group
Pennsylvania
$466K
WG
1030
Wealth Group
North Carolina
$464K +$101K +934 +28%
DAC
1031
Dividend Assets Capital
South Carolina
$463K
PWM
1032
Palumbo Wealth Management
New York
$461K +$34.4K +319 +8%
SMC
1033
Smith, Moore & Co
Missouri
$461K +$1.4K +13 +0.3%
SWP
1034
Summit Wealth Partners
Florida
$460K +$57.1K +530 +14%
RF
1035
RHS Financial
California
$459K +$455K +4,222 New
AFO
1036
Arrowroot Family Office
California
$459K -$2.59K -24 -0.6%
TCA
1037
Transcend Capital Advisors
New Jersey
$456K -$70.7K -656 -14%
FAFN
1038
First Affirmative Financial Network
Colorado
$454K -$32.4K -301 -7%
IIC
1039
Integrated Investment Consultants
Michigan
$452K -$35.7K -331 -7%
LW
1040
Linscomb Wealth
Texas
$451K -$35.1K -326 -7%
DW30
1041
Drucker Wealth 3.0
New Jersey
$450K -$202K -1,871 -31%
EL
1042
EWA LLC
Pennsylvania
$449K -$56.7K -526 -11%
FFM
1043
Flagstone Financial Management
Nebraska
$448K -$2.48K -23 -0.6%
HBT
1044
Hills Bank & Trust
Iowa
$447K
AWM
1045
Act Wealth Management
Texas
$446K +$5.82K +54 +1%
NWM
1046
Northwest Wealth Management
Iowa
$446K +$43.4K +403 +11%
WH
1047
Whitcomb & Hess
Ohio
$445K -$2.91K -27 -0.7%
HNB
1048
Hilltop National Bank
Wyoming
$445K +$142K +1,317 +47%
FCP
1049
Fidelis Capital Partners
Florida
$444K +$449K +4,167 New
WC
1050
Whitney & Co
New York
$444K

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.