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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
BTI
1201
Blue Trust Inc
Georgia
$354K -$353K -3,285 -50%
CAWM
1202
Capital A Wealth Management
Pennsylvania
$353K +$356K +3,315 New
ACP
1203
Aviance Capital Partners
Florida
$352K
NWAG
1204
Net Worth Advisory Group
Utah
$352K +$51.9K +483 +17%
TC
1205
Tenret Company
Florida
$348K
HTC
1206
Haverford Trust Company
Pennsylvania
$347K
VP
1207
Verum Partners
North Carolina
$345K +$3.22K +30 +0.9%
BHWM
1208
Bar Harbor Wealth Management
New Hampshire
$343K -$58.9K -548 -15%
MOS
1209
MGO One Seven
Ohio
$343K +$64.2K +598 +23%
DW30
1210
Drucker Wealth 3.0
New Jersey
$342K -$99.8K -929 -22%
CA
1211
Cumberland Advisors
Florida
$341K +$31.7K +295 +10%
CAM
1212
Concorde Asset Management
Michigan
$337K +$1.5K +14 +0.4%
MF
1213
Manuka Financial
Virginia
$335K +$338K +3,146 New
BFA
1214
Bright Financial Advisors
Michigan
$333K
HPC
1215
HM Payson & Co
Maine
$333K
AWM
1216
Able Wealth Management
New Jersey
$333K +$10.1K +94 +3%
SWP
1217
Strategic Wealth Partners
Ohio
$330K -$4.08K -38 -1%
TF
1218
TME Financial
California
$327K +$324K +3,015 New
NWM
1219
Northwest Wealth Management
Iowa
$327K -$111K -1,033 -25%
BJL
1220
Brighton Jones LLC
Washington
$325K +$327K +3,047 New
AIC
1221
Allodium Investment Consultants
Minnesota
$322K +$325K +3,024 New
EF
1222
Elite Financial
Idaho
$322K +$326K +3,030 New
HGWM
1223
Horst & Graben Wealth Management
Oregon
$321K +$3.22K +30 +1%
OIA
1224
Optimum Investment Advisors
Illinois
$320K
IWP
1225
Innova Wealth Partners
Pennsylvania
$320K +$322K +3,000 New

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.