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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
PWA
1026
Provenance Wealth Advisors
Florida
$571K
WAOI
1027
Wealth Advisors of Iowa
Iowa
$570K -$397K -3,693 -41%
FCP
1028
Fidelis Capital Partners
Florida
$568K +$125K +1,166 +28%
AAS
1029
Ameritas Advisory Services
Nebraska
$567K +$350K +3,261 +158%
TWM
1030
Tradition Wealth Management
Minnesota
$564K -$32.2K -300 -5%
HCP
1031
Hexagon Capital Partners
Arkansas
$560K -$2.58K -24 -0.5%
PFGIA
1032
Patriot Financial Group Insurance Agency
Massachusetts
$559K -$94.7K -881 -14%
WG
1033
Wealth Group
North Carolina
$559K +$105K +977 +23%
HH
1034
Hilltop Holdings
Texas
$559K +$60.2K +560 +12%
QPWM
1035
Quadrant Private Wealth Management
Pennsylvania
$557K -$171K -1,595 -23%
AB
1036
Atlas Brown
Kentucky
$557K +$56.5K +526 +11%
CFO
1037
CVA Family Office
Colorado
$557K +$94K +875 +20%
Vanguard Group
1038
Vanguard Group
Pennsylvania
$555K -$720K -6,706 -56%
VAF
1039
Values Added Financial
District of Columbia
$550K
BTWM
1040
Baker Tilly Wealth Management
Wisconsin
$550K +$554K +5,159 New
GCM
1041
Gallacher Capital Management
Colorado
$549K +$169K +1,571 +44%
NDSI
1042
Newman Dignan & Sheerar Inc
Rhode Island
$546K -$10.6K -99 -2%
BFG
1043
Beacon Financial Group
Texas
$545K +$133K +1,239 +32%
VFPW
1044
Vantage Financial Partners (Wisconsin)
Wisconsin
$544K +$131K +1,219 +31%
BWP
1045
BlueStem Wealth Partners
Minnesota
$543K +$547K +5,092 New
Tudor Investment Corp
1046
Tudor Investment Corp
Connecticut
$540K +$545K +5,071 New
SFP
1047
Sandbox Financial Partners
Maryland
$539K -$34.5K -321 -6%
CB
1048
Centennial Bank
Arkansas
$533K
DTC
1049
Davidson Trust Company
Washington
$533K
HFAS
1050
Hummer Financial Advisory Services
Illinois
$533K

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.