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
PCMC
1076
Paragon Capital Management (Colorado)
Colorado
$412K -$1.62K -15 -0.4%
LHC
1077
Little House Capital
Massachusetts
$411K +$16.1K +149 +4%
WAG
1078
Wheelhouse Advisory Group
Missouri
$410K +$539 +5 +0.1%
BHWM
1079
Bar Harbor Wealth Management
New Hampshire
$409K -$21.6K -200 -5%
PP
1080
Patron Partners
Texas
$409K -$235K -2,178 -37%
NL
1081
NVWM LLC
Pennsylvania
$407K +$403K +3,743 New
KPWG
1082
KFA Private Wealth Group
Virginia
$406K -$12.2K -113 -3%
CFP
1083
Cypress Financial Planning
New Jersey
$403K +$39.9K +370 +11%
IA
1084
Insight Advisors
Pennsylvania
$403K
GFA
1085
Gallagher Fiduciary Advisors
Illinois
$400K +$431 +4 +0.1%
IWM
1086
Integris Wealth Management
California
$399K
TPWA
1087
TRUE Private Wealth Advisors
Oregon
$397K -$50.4K -468 -11%
VNIM
1088
Vaughan Nelson Investment Management
Texas
$396K
EFG
1089
Erickson Financial Group
Pennsylvania
$396K -$22.8K -212 -6%
SFS
1090
Sharp Financial Services
Pennsylvania
$394K -$21.6K -200 -5%
LIA
1091
Lynx Investment Advisory
District of Columbia
$393K +$191K +1,775 +96%
VFG
1092
Valley Financial Group
Pennsylvania
$392K -$6.25K -58 -2%
VC
1093
Veracity Capital
Georgia
$392K -$3.99K -37 -1%
GCM
1094
Gallacher Capital Management
Colorado
$390K
MPPLM
1095
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$388K -$41K -380 -10%
RZH
1096
Relyea Zuckerberg Hanson
Connecticut
$386K
TCG
1097
Transcendent Capital Group
Oklahoma
$385K +$135K +1,249 +54%
AFAS
1098
Acorn Financial Advisory Services
Virginia
$384K
TWP
1099
Tyche Wealth Partners
Texas
$383K
GWA
1100
GGM Wealth Advisors
Maryland
$383K +$97K +900 +34%

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.