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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
VP
1126
Verum Partners
North Carolina
$348K +$2.37K +22 +0.7%
BFG
1127
Berger Financial Group
Minnesota
$347K +$344K +3,196 New
D
1128
Dentgroup
Louisiana
$343K +$65.6K +609 +24%
CAM
1129
Concorde Asset Management
Michigan
$342K -$29.7K -276 -8%
C
1130
Covestor
United Kingdom
$342K +$22.8K +212 +7%
SFG
1131
Sage Financial Group
Pennsylvania
$341K +$216 +2 +0.1%
SWP
1132
Strategic Wealth Partners
Ohio
$340K -$20.5K -190 -6%
BFA
1133
Bright Financial Advisors
Michigan
$340K
HPC
1134
HM Payson & Co
Maine
$339K +$335K +3,113 +28,300%
BWM
1135
Boyd Wealth Management
California
$334K +$26.2K +243 +9%
CAP
1136
Columbia Advisory Partners
Washington
$330K +$85.3K +792 +35%
AWM
1137
Able Wealth Management
New Jersey
$329K -$225K -2,091 -41%
CGA
1138
Crescent Grove Advisors
Illinois
$326K
OIA
1139
Optimum Investment Advisors
Illinois
$326K
HGWM
1140
Horst & Graben Wealth Management
Oregon
$324K +$2.37K +22 +0.7%
CCA
1141
Conservest Capital Advisors
Pennsylvania
$324K
WE
1142
Wealth Effects
Massachusetts
$323K
VIM
1143
Vista Investment Management
Pennsylvania
$323K
GWM
1144
Gibbs Wealth Management
Georgia
$322K +$114K +1,055 +55%
CWP
1145
Concord Wealth Partners
Virginia
$322K -$14.4K -134 -4%
NLP
1146
Next Level Private
New York
$320K
S
1147
Sachetta
Massachusetts
$318K
CA
1148
Cumberland Advisors
Florida
$316K +$1.08K +10 +0.3%
TNBTD
1149
Trustmark National Bank Trust Department
Mississippi
$316K +$8.62K +80 +3%
EBT
1150
Enterprise Bank & Trust
Massachusetts
$315K -$30.4K -282 -9%

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.