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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
AFAS
1176
Acorn Financial Advisory Services
Virginia
$377K
TWP
1177
Tyche Wealth Partners
Texas
$376K
GWA
1178
GGM Wealth Advisors
Maryland
$376K
LHC
1179
Little House Capital
Massachusetts
$376K -$27.9K -260 -7%
BFG
1180
Birch Financial Group
New Hampshire
$375K +$379K +3,523 New
LIG
1181
Lokken Investment Group
Delaware
$375K -$108K -1,005 -22%
SWM
1182
Sterling Wealth Management
Illinois
$374K -$96.3K -896 -20%
FA
1183
Flagstar Advisors
New York
$373K +$6.12K +57 +2%
AC
1184
Anson Capital
Georgia
$372K +$129K +1,204 +53%
ZIM
1185
Zacks Investment Management
Illinois
$372K -$107 -1 -0%
CWM
1186
Chemistry Wealth Management
New York
$372K
IFA
1187
Interactive Financial Advisors
Illinois
$371K -$2.79K -26 -0.7%
WH
1188
Whitcomb & Hess
Ohio
$371K -$66.9K -623 -15%
BO
1189
Bank OZK
Arkansas
$370K +$25.2K +235 +7%
PCMC
1190
Paragon Capital Management (Colorado)
Colorado
$368K -$36.3K -338 -9%
C
1191
Covestor
United Kingdom
$368K +$32.3K +301 +10%
CWC
1192
Carolinas Wealth Consulting
North Carolina
$365K +$3.76K +35 +1%
LAS
1193
LWM Advisory Services
Florida
$365K +$368K +3,425 New
MADFP
1194
Michael A Dubis Financial Planning
Wisconsin
$364K +$367K +3,416 New
KFG
1195
Kropog Financial Group
Louisiana
$362K +$366K +3,402 New
TPWA
1196
TRUE Private Wealth Advisors
Oregon
$358K -$32.3K -301 -8%
SFG
1197
Sage Financial Group
Pennsylvania
$358K +$23K +214 +7%
OCM
1198
Objective Capital Management
Ohio
$357K
NCM
1199
Northland Capital Management
Minnesota
$356K
SFS
1200
Sharp Financial Services
Pennsylvania
$354K -$32.2K -300 -8%

MUB Hedge Fund Activity: Q4 2024 in Review

1,523 of the 7,592 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.