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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
AP
1051
Appleton Partners
Massachusetts
$443K +$184K +1,703 +72%
NCM
1052
NCM Capital Management
New Jersey
$439K
SJGA
1053
Stephen J. Garry & Associates
New York
$438K +$435K +4,033 New
CKAIS
1054
Christensen King & Associates Investment Services
Washington
$437K -$10.3K -96 -2%
FW
1055
Fairway Wealth
Ohio
$437K +$128K +1,188 +42%
BIA
1056
Bell Investment Advisors
California
$435K -$11.5K -107 -3%
TW
1057
TritonPoint Wealth
Maryland
$435K -$134K -1,240 -24%
HCA
1058
Horan Capital Advisors
Ohio
$435K
LIM
1059
Leavell Investment Management
Alabama
$434K +$177K +1,643 +70%
FCFC
1060
First Citizens Financial Corp
Iowa
$433K
GAA
1061
Guardian Asset Advisors
Pennsylvania
$432K -$50.4K -468 -11%
AA
1062
Addison Advisors
Vermont
$430K -$25K -232 -6%
USB
1063
Union Savings Bank
Connecticut
$428K
GIA
1064
Gladstone Institutional Advisory
Florida
$425K +$41.8K +388 +11%
KFGK
1065
Keystone Financial Group (Kentucky)
Kentucky
$425K +$421K +3,910 New
RP
1066
Riverwater Partners
Wisconsin
$424K +$3.02K +28 +0.7%
VFPW
1067
Vantage Financial Partners (Wisconsin)
Wisconsin
$422K +$419K +3,888 New
WCF
1068
West Coast Financial
California
$422K -$8.84K -82 -2%
AWM
1069
Altus Wealth Management
Kentucky
$422K
HWM
1070
HB Wealth Management
Georgia
$422K +$57.7K +535 +16%
BFG
1071
Beacon Financial Group
Texas
$421K +$18.4K +171 +5%
PFG
1072
PAX Financial Group
Texas
$419K +$10.1K +94 +2%
CWMS
1073
Cannon Wealth Management Services
North Carolina
$419K +$416K +3,857 New
WJA
1074
Willis Johnson & Associates
Texas
$416K -$52.5K -487 -11%
AIM
1075
AMI Investment Management
Indiana
$414K +$411K +3,813 New

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.