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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
HNB
1126
Hilltop National Bank
Wyoming
$437K
CWM
1127
Collaborative Wealth Management
Florida
$436K -$64.8K -603 -13%
PWG
1128
Private Wealth Group
Florida
$435K +$439K +4,085 New
NCM
1129
NCM Capital Management
New Jersey
$430K
RF
1130
RHS Financial
California
$429K -$21.1K -196 -5%
VFA
1131
Valeo Financial Advisors
Indiana
$428K +$61.6K +573 +17%
WWP
1132
Wise Wealth Partners
Arizona
$427K +$431K +4,011 New
CAM
1133
Covenant Asset Management
New Jersey
$423K +$146K +1,355 +52%
AA
1134
Addison Advisors
Vermont
$422K
TCM
1135
Traynor Capital Management
Pennsylvania
$420K -$336K -3,132 -44%
RP
1136
Riverwater Partners
Wisconsin
$420K +$4.3K +40 +1%
AFO
1137
Arrowroot Family Office
California
$419K -$31.3K -291 -7%
CWD
1138
Clarity Wealth Development
Oregon
$416K +$419K +3,902 New
EGM
1139
Engineers Gate Manager
New York
$415K +$419K +3,897 New
PFG
1140
PAX Financial Group
Texas
$414K +$3.01K +28 +0.7%
CAM
1141
Cozad Asset Management
Illinois
$414K +$57.3K +533 +16%
WCF
1142
West Coast Financial
California
$414K
UAG
1143
United Advisor Group
Ohio
$411K -$69.9K -651 -14%
VFG
1144
Valley Financial Group
Pennsylvania
$411K +$27K +251 +7%
BWM
1145
Boyd Wealth Management
California
$410K +$82.5K +768 +25%
WJA
1146
Willis Johnson & Associates
Texas
$410K +$2.15K +20 +0.5%
SPF
1147
South Plains Financial
Texas
$410K +$413K +3,845 New
HCA
1148
Horan Capital Advisors
Ohio
$409K -$17.4K -162 -4%
CKAIS
1149
Christensen King & Associates Investment Services
Washington
$408K -$19.2K -179 -4%
SWP
1150
Summit Wealth Partners
Florida
$407K -$44.6K -415 -10%

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.