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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
PDL
1301
Portfolio Design Labs
California
$254K +$256K +2,382 New
CA
1302
Crane Advisory
California
$254K +$256K +2,380 New
AI
1303
Auour Investments
Massachusetts
$253K +$255K +2,378 New
CCG
1304
Catalina Capital Group
California
$252K -$5.37K -50 -2%
SP
1305
Sequent Planning
Nebraska
$252K +$254K +2,365 New
FFG
1306
First Financial Group
North Carolina
$251K +$253K +2,355 New
IAS
1307
Insigneo Advisory Services
Florida
$250K -$222K -2,068 -47%
SIM
1308
Stratos Investment Management
Ohio
$250K +$252K +2,349 New
WSWA
1309
Warren Street Wealth Advisors
California
$250K +$37.4K +348 +17%
WPW
1310
Warther Private Wealth
Ohio
$249K
KCM
1311
Kanawha Capital Management
Virginia
$248K +$10.9K +101 +5%
IAIM
1312
International Assets Investment Management
Florida
$248K +$250K +2,323 New
SWM
1313
Sugarloaf Wealth Management
Georgia
$247K
CWA
1314
Crux Wealth Advisors
California
$247K +$249K +2,320 New
OPPS
1315
Obsidian Personal Planning Solutions
Maryland
$246K
KV
1316
Kickstand Ventures
New York
$246K
PCMC
1317
Private Capital Management (Colorado)
Colorado
$245K -$814K -7,574 -77%
FWM
1318
Focused Wealth Management
New York
$244K
RWM
1319
Rialto Wealth Management
New York
$243K +$245K +2,279 New
FFG
1320
Fortress Financial Group
Minnesota
$242K +$244K +2,270 New
CWP
1321
Cyndeo Wealth Partners
Florida
$241K -$389K -3,619 -62%
TDWM
1322
Topel & Distasi Wealth Management
California
$239K
WWM
1323
Wolff Wiese Magana
California
$237K -$10.2K -95 -4%
TAM
1324
Todd Asset Management
Kentucky
$236K
MCIA
1325
Mountain Capital Investment Advisors
Colorado
$236K +$239K +2,223 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.