We are live on ! Find out more
MUB icon

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
PMFA
101
Plante Moran Financial Advisors
Michigan
$36.1M -$4.03M -37,468 -10%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$36.1M -$3.86M -35,945 -10%
EH
103
Equitable Holdings
New York
$34.7M -$1.88M -17,535 -5%
M&T Bank
104
M&T Bank
New York
$34.6M +$4.57M +42,578 +15%
FSC
105
Full Sail Capital
Oklahoma
$34.4M +$931K +8,669 +3%
CWM
106
Cahaba Wealth Management
Georgia
$34.1M +$447K +4,160 +1%
LFS
107
Lutz Financial Services
Nebraska
$33.8M +$1.79M +16,652 +6%
CPCM
108
Cardinal Point Capital Management
Ontario, Canada
$33.4M +$3.02M +28,114 +10%
APW
109
Austin Private Wealth
Texas
$33.3M +$33.2K +309 +0.1%
N
110
Nuveen
North Carolina
$33.2M +$30.7M +285,841 +1,103%
DWM
111
Dynasty Wealth Management
Florida
$33.2M +$33.5M +311,510 New
LSAG
112
Lake Street Advisors Group
New Hampshire
$33.1M -$633K -5,892 -2%
APP
113
Avantax Planning Partners
Iowa
$32.1M +$615K +5,722 +2%
AWS
114
Atria Wealth Solutions
New York
$32M +$4.17M +38,778 +15%
RIA
115
Retirement Investment Advisors
Oklahoma
$31.4M +$4.22M +39,322 +15%
SFG
116
SNS Financial Group
Minnesota
$31.3M -$772K -7,181 -2%
WPC
117
Wedmont Private Capital
Pennsylvania
$31M +$8.5M +79,073 +37%
GVAG
118
Great Valley Advisor Group
Delaware
$31M +$1.56M +14,557 +5%
GCM
119
G2 Capital Management
Ohio
$30.9M -$161K -1,496 -0.5%
IWC
120
Integrated Wealth Concepts
Massachusetts
$30.3M +$2.74M +25,480 +10%
DL
121
DOHJ LLC
Washington
$30M -$519K -4,831 -2%
SAG
122
SageView Advisory Group
California
$29.6M +$10.4M +96,807 +53%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$29.4M +$1.83M +17,000 +7%
TC
124
TownSquare Capital
Utah
$28.9M +$383K +3,565 +1%
BCP
125
Blue Chip Partners
Michigan
$28.7M +$3.17M +29,508 +12%

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.