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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
C1AG
1276
Client 1st Advisory Group
Florida
$274K
LFP
1277
Lakeshore Financial Planning
Michigan
$273K -$11.2K -104 -4%
BBNB
1278
Baker Boyer National Bank
Washington
$273K
PCM
1279
Presidio Capital Management
California
$273K
AWP
1280
Axis Wealth Partners
Rhode Island
$273K +$275K +2,558 New
PP
1281
Pacifica Partners
Canada
$272K -$1.61K -15 -0.6%
OCPWS
1282
One Charles Private Wealth Services
Massachusetts
$272K +$274K +2,550 New
GI
1283
GLOBALT Investments
Georgia
$271K
LA
1284
LexAurum Advisors
Kansas
$271K +$273K +2,545 New
AFO
1285
Allie Family Office
Florida
$271K +$273K +2,545 New
CCG
1286
Ceeto Capital Group
Florida
$271K
EWA
1287
ERTS Wealth Advisors
Michigan
$270K -$15.7K -146 -5%
TW
1288
TrinityPoint Wealth
Connecticut
$270K +$215 +2 +0.1%
HCM
1289
Harvey Capital Management
Florida
$267K
CPA
1290
Cardiff Park Advisors
California
$267K +$1.61K +15 +0.6%
MFA
1291
Millington Financial Advisors
Illinois
$264K -$26.2K -244 -9%
TI
1292
Truepoint Inc
Ohio
$263K -$212K -1,974 -44%
VFG
1293
Victory Financial Group
Texas
$263K +$265K +2,464 New
KWM
1294
KFG Wealth Management
Indiana
$258K -$4.3K -40 -2%
MA
1295
MBA Advisors
Pennsylvania
$257K -$17.4K -162 -6%
IPW
1296
Intergy Private Wealth
Colorado
$256K +$859 +8 +0.3%
LBC
1297
Leigh Baldwin & Co
New York
$255K +$257K +2,396 New
CFS
1298
CRA Financial Services
New Jersey
$255K
NRI
1299
NFP Retirement Inc
California
$255K +$257K +2,389 New
Millennium Management
1300
Millennium Management
New York
$254K -$2.87M -26,743 -92%

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.