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iShares National Muni Bond ETF
MUB

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: 1,345 → 1,396 (+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: 117 → 109 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$213M
2
US Bancorp
US Bancorp
Minnesota
+$200M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Betterment LLC
Betterment LLC
New York
+$120M
5
FWI
Facet Wealth Inc
Maryland
+$112M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$49M
4
SP
Symmetry Partners
Connecticut
-$41.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1101
Global Assets Advisory
Florida
$381K -$222K -2,059 -37%
IFA
1102
Interactive Financial Advisors
Illinois
$381K -$8.51K -79 -2%
ZIM
1103
Zacks Investment Management
Illinois
$380K +$27.6K +256 +8%
CWM
1104
Chemistry Wealth Management
New York
$379K – – –
WCM
1105
Weaver Capital Management
Georgia
$378K +$1.29K +12 +0.3%
WSFS
1106
Wilmington Savings Fund Society
Delaware
$377K +$55.8K +518 +18%
VFA
1107
Valeo Financial Advisors
Indiana
$374K -$20.8K -193 -5%
FA
1108
Flagstar Advisors
New York
$374K +$94.2K +874 +34%
CFG
1109
Cooper Financial Group
California
$372K -$60.5K -561 -14%
CWC
1110
Carolinas Wealth Consulting
North Carolina
$369K -$159K -1,474 -30%
CAM
1111
Cozad Asset Management
Illinois
$364K – – –
OCM
1112
Objective Capital Management
Ohio
$364K +$361K +3,350 New
NCM
1113
Northland Capital Management
Minnesota
$363K – – –
HHWM
1114
Hiley Hunt Wealth Management
Nebraska
$362K -$377K -3,497 -51%
RFP
1115
Root Financial Partners
California
$361K +$110K +1,020 +44%
ACP
1116
Aviance Capital Partners
Florida
$359K – – –
OA
1117
Oceanside Advisors
South Carolina
$356K +$86.2K +800 +32%
DWA
1118
Delta Wealth Advisors
Indiana
$356K -$56K -520 -14%
TC
1119
Tenret Company
Florida
$355K – – –
SAW
1120
Signal Advisors Wealth
Michigan
$355K +$352K +3,266 New
HTC
1121
Haverford Trust Company
Pennsylvania
$354K – – –
BO
1122
Bank OZK
Arkansas
$352K – – –
GS
1123
GTS Securities
New York
$351K +$348K +3,229 New
EPP
1124
ETF Portfolio Partners
Kansas
$350K – – –
WT
1125
Washington Trust
Rhode Island
$349K – – –
43 44
45
46 47

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.