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
GSAM
1151
Grant Street Asset Management
Pennsylvania
$314K +$311K +2,890 New
BP
1152
BBR Partners
New York
$312K -$5.17K -48 -2%
RW
1153
Rockport Wealth
Ohio
$311K -$6.68K -62 -2%
GWP
1154
Gateway Wealth Partners
Wisconsin
$310K +$57.5K +534 +23%
NWAG
1155
Net Worth Advisory Group
Utah
$306K +$304K +2,819 New
BPWM
1156
Badgley Phelps Wealth Managers
Washington
$304K -$3.13K -29 -1%
FPCG
1157
Forum Private Client Group
Indiana
$299K +$80.2K +744 +37%
CCFM
1158
Clear Creek Financial Management
Washington
$299K +$86.1K +799 +41%
MFA
1159
Millington Financial Advisors
Illinois
$296K +$50.2K +466 +21%
HFW
1160
Horizon Family Wealth
Illinois
$295K
PHWM
1161
Pine Harbor Wealth Management
Maryland
$293K +$291K +2,700 New
VAS
1162
Vestmark Advisory Solutions
Massachusetts
$293K -$52.6K -488 -15%
EWA
1163
ERTS Wealth Advisors
Michigan
$292K -$12K -111 -4%
LFP
1164
Lakeshore Financial Planning
Michigan
$289K -$10.8K -100 -4%
FA
1165
Fermata Advisors
California
$287K +$3.88K +36 +1%
PCH
1166
PGIM Custom Harvest
New Jersey
$287K -$334K -3,095 -54%
RRA
1167
Round Rock Advisors
Connecticut
$286K
CAM
1168
Covenant Asset Management
New Jersey
$285K +$15.6K +145 +6%
MOS
1169
MGO One Seven
Ohio
$284K +$67.5K +626 +31%
WAM
1170
WNY Asset Management
New York
$284K
EK
1171
Evensky & Katz
Florida
$283K -$14.3K -133 -5%
DWS
1172
Dynamic Wealth Strategies
California
$280K +$27.4K +254 +11%
MA
1173
MBA Advisors
Pennsylvania
$280K
PP
1174
Pacifica Partners
Canada
$279K -$2.15K -20 -0.8%
C1AG
1175
Client 1st Advisory Group
Florida
$279K

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.