We are live on ! Find out more
MUB icon

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
FA
1101
Fiducient Advisors
Illinois
$462K +$4.3K +40 +0.9%
APWM
1102
Argonautica Private Wealth Management
Massachusetts
$462K -$91K -847 -16%
EWM
1103
Evercore Wealth Management
New York
$462K -$39.5K -368 -8%
AP
1104
Adero Partners
California
$461K -$19.6K -182 -4%
FWA
1105
FOCUS Wealth Advisors
Texas
$460K
XF
1106
XML Financial
Maryland
$459K -$433K -4,030 -48%
EL
1107
EWA LLC
Pennsylvania
$455K +$8.92K +83 +2%
SA
1108
Stewardship Advisors
Pennsylvania
$455K -$141K -1,311 -23%
TCA
1109
Transcend Capital Advisors
New Jersey
$455K +$8.06K +75 +2%
DAC
1110
Dividend Assets Capital
South Carolina
$455K
4WM
1111
49 Wealth Management
Texas
$453K +$457K +4,250 New
EIG
1112
Ellenbecker Investment Group
Wisconsin
$453K -$9.78K -91 -2%
SGI
1113
Summit Global Investments
Utah
$451K -$58.9K -548 -11%
HA
1114
Helium Advisors
Washington
$449K +$453K +4,216 New
CFS
1115
Commonwealth Financial Services
West Virginia
$448K -$32.3K -301 -7%
FFP
1116
Frisco Financial Planning
Texas
$448K +$451K +4,200 New
IIC
1117
Integrated Investment Consultants
Michigan
$443K
FPCG
1118
Forum Private Client Group
Indiana
$443K +$150K +1,400 +51%
FFB
1119
First Financial Bankshares
Texas
$443K +$446K +4,155 New
PWM
1120
Palumbo Wealth Management
New York
$443K -$9.67K -90 -2%
LW
1121
Linscomb Wealth
Texas
$442K
PP
1122
Patron Partners
Texas
$441K +$40.3K +375 +10%
SAW
1123
Signal Advisors Wealth
Michigan
$439K +$92K +856 +26%
FFM
1124
Flagstone Financial Management
Nebraska
$439K
WAG
1125
Wheelhouse Advisory Group
Missouri
$439K +$36.9K +343 +9%

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.