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iShares National Muni Bond ETF
MUB

1,396 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 649 increasing their positions, 431 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 59

51% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 431

19% more call options, than puts

Call options by funds: $55M | Put options by funds: $46.3M

7% more capital invested

Capital invested by funds: $32.5B → $34.6B (+$2.15B)

4% more funds holding

Funds holding: 1,345 → 1,396 (+51)

0.46% more ownership

Funds ownership: 87.36% → 87.82% (+0.46%)

7% less funds holding in top 10

Funds holding in top 10: 117 → 109 (-8)

Holders
1,396
Holders Change
+51
Holders Change %
+3.79%
% of All Funds
20.05%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.57%
New
123
Increased
649
Reduced
431
Closed
59
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$213M
2
US Bancorp
US Bancorp
Minnesota
+$200M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Betterment LLC
Betterment LLC
New York
+$120M
5
FWI
Facet Wealth Inc
Maryland
+$112M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$49M
4
SP
Symmetry Partners
Connecticut
-$41.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
1376
Vermillion & White Wealth Management Group
Pennsylvania
$4.34K – – –
BCMLT
1377
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.25K – – –
GEA
1378
Glen Eagle Advisors
New Jersey
$4.16K +$3.77K +35 +1,167%
TAM
1379
Tucker Asset Management
Colorado
$3.48K +$3.45K +32 New
KFP
1380
Keener Financial Planning
Texas
$3K – – –
IHWM
1381
Iron Horse Wealth Management
Iowa
$2.39K – – –
DWM
1382
Darwin Wealth Management
Florida
$1.96K +$1.94K +18 New
AWM
1383
Activest Wealth Management
Florida
$1.71K – – –
RCM
1384
Raleigh Capital Management
North Carolina
$1.63K +$1.62K +15 New
CFFP
1385
Center for Financial Planning
Michigan
$1.63K +$1.62K +15 New
HR
1386
Howe & Rusling
New York
$1.52K +$1.51K +14 New
AWM
1387
Atticus Wealth Management
Florida
$1.3K – – –
FMII
1388
Farmers & Merchants Investments Inc
Nebraska
$1.2K +$1.19K +11 New
ADL
1389
Asset Dedication LLC
California
$870 – – –
HCM
1390
Hollencrest Capital Management
California
$869 – – –
AWM
1391
Aspire Wealth Management
Massachusetts
$584 – – –
PFG
1392
Peterson Financial Group
Iowa
$544 +$539 +5 New
SFCL
1393
Strengthening Families & Communities LLC
Massachusetts
$440 – – –
CIM
1394
Contravisory Investment Management
Massachusetts
$435 – – –
PPA
1395
Painted Porch Advisors
California
$435 +$431 +4 New
JHCP
1396
Jackson Hole Capital Partners
Oklahoma
$326 – – –
DF
1397
Dunhill Financial
United Kingdom
$326 +$323 +3 New
FCAS
1398
First Command Advisory Services
Texas
$326 +$323 +3 New
DFA
1399
DHJJ Financial Advisors
Illinois
$218 – – –
GCM
1400
Gables Capital Management
Florida
$109 – – –
54 55
56
57 58

MUB Hedge Fund Activity: Q3 2024 in Review

1,396 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q3 2024, worth a combined $34.6B — up 6.6% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new MUB positions and 59 closed out — a net gain of 64 holders — while 649 added to existing stakes and 431 trimmed.

The largest buyer was Bank of America, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 1,396 institutional investors held iShares National Muni Bond ETF (MUB) as of Q3 2024, up from 1,345 in Q2 2024.
  • Funds reported $34.6B of iShares National Muni Bond ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 123 funds opened new iShares National Muni Bond ETF positions in Q3 2024 and 59 closed out, a net change of +64 holders.
  • The largest iShares National Muni Bond ETF buyer in Q3 2024 was Bank of America, an estimated $213M added.
  • The largest iShares National Muni Bond ETF seller in Q3 2024 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2024.