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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
RW
1226
Rockport Wealth
Ohio
$317K +$6.66K +62 +2%
IC
1227
IEQ Capital
California
$317K -$166K -1,542 -34%
BWM
1228
Bernard Wealth Management
Michigan
$317K +$320K +2,976 New
VIM
1229
Vista Investment Management
Pennsylvania
$317K
HOWA
1230
Heritage Oak Wealth Advisors
Florida
$317K +$319K +2,972 New
WWP
1231
WR Wealth Planners
Missouri
$316K -$1.37M -12,767 -81%
VC
1232
Veracity Capital
Georgia
$314K -$70.4K -655 -18%
NLP
1233
Next Level Private
New York
$314K
S
1234
Sachetta
Massachusetts
$312K -$107 -1 -0%
GWP
1235
Gateway Wealth Partners
Wisconsin
$310K +$6.23K +58 +2%
TNBTD
1236
Trustmark National Bank Trust Department
Mississippi
$310K
FL
1237
FreeGulliver LLC
Louisiana
$309K +$42.8K +398 +16%
CGA
1238
Crescent Grove Advisors
Illinois
$307K -$12.4K -115 -4%
MAV
1239
Mason & Associates (Virginia)
Virginia
$306K +$309K +2,875 New
BP
1240
BBR Partners
New York
$306K
CWP
1241
Concord Wealth Partners
Virginia
$305K -$10.9K -101 -3%
EF
1242
Envision Financial
Wisconsin
$304K +$307K +2,857 New
EW
1243
Evoke Wealth
California
$304K +$38.2K +356 +14%
EK
1244
Evensky & Katz
Florida
$304K +$26.5K +247 +9%
UIM
1245
Unified Investment Management
Georgia
$304K +$306K +2,850 New
FWM
1246
Fonville Wealth Management
Virginia
$303K +$91.2K +849 +42%
ITB
1247
Idaho Trust Bank
Idaho
$300K -$510K -4,745 -63%
BPWM
1248
Badgley Phelps Wealth Managers
Washington
$298K
RWM
1249
Riverbend Wealth Management
South Carolina
$297K +$299K +2,787 New
PCM
1250
Parsons Capital Management
Rhode Island
$295K +$298K +2,772 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.