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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
SW
1251
StrongBox Wealth
Missouri
$294K +$296K +2,759 New
PAS
1252
PKS Advisory Services
New York
$293K +$296K +2,752 New
FMII
1253
Farmers & Merchants Investments Inc
Nebraska
$293K +$294K +2,738 +24,891%
Empower Advisory Group
1254
Empower Advisory Group
Colorado
$292K -$178K -1,658 -38%
OFS
1255
Orrstown Financial Services
Pennsylvania
$291K +$294K +2,735 New
CFG
1256
Cooper Financial Group
California
$291K -$74.1K -690 -20%
DWS
1257
Dynamic Wealth Strategies
California
$290K +$15.8K +147 +6%
HFW
1258
Horizon Family Wealth
Illinois
$290K
PPC
1259
Pennington Partners & Co
Maryland
$287K +$289K +2,693 New
TPI
1260
Trust Point Inc
Wisconsin
$286K +$289K +2,687 New
EFG
1261
Erickson Financial Group
Pennsylvania
$286K -$103K -958 -26%
AA
1262
ArborFi Advisors
Michigan
$286K +$288K +2,682 New
PWM
1263
Partners Wealth Management
California
$286K +$288K +2,682 New
APW
1264
Aventura Private Wealth
Florida
$286K +$288K +2,681 New
T
1265
Transce3nd
Texas
$285K +$288K +2,679 New
FA
1266
Fermata Advisors
California
$283K +$1.07K +10 +0.4%
D
1267
Dentgroup
Louisiana
$282K -$55K -512 -16%
TLFA
1268
True Link Financial Advisors
California
$281K +$283K +2,638 New
ACM
1269
Advance Capital Management
Michigan
$281K +$24.3K +226 +9%
RIG
1270
RiverFront Investment Group
Virginia
$281K +$283K +2,636 New
RRA
1271
Round Rock Advisors
Connecticut
$280K
GWM
1272
Gray Wealth Management
Maine
$279K +$6.12K +57 +2%
HTIM
1273
Harbour Trust & Investment Management
Indiana
$277K +$280K +2,602 New
FF
1274
Friday Financial
Iowa
$276K +$279K +2,594 New
Principal Financial Group
1275
Principal Financial Group
Iowa
$275K +$16.8K +156 +6%

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.