We are live on ! Find out more
MUB icon

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
SS
1376
Sunbelt Securities
Texas
$197K -$47.5K -442 -19%
UB
1377
UMB Bank
Missouri
$182K
PFT
1378
Providence First Trust
Arizona
$180K -$27.1K -252 -13%
MFT
1379
Moisand Fitzgerald Tamayo
Florida
$179K
BWL
1380
Bogart Wealth LLC
Virginia
$179K +$10.7K +100 +6%
FIA
1381
FPC Investment Advisory
California
$178K +$180K +1,672 New
CT
1382
Colonial Trust
South Carolina
$171K +$147K +1,370 +583%
CT
1383
Clearstead Trust
Maine
$168K
EAM
1384
Empirical Asset Management
Massachusetts
$166K -$303K -2,816 -3%
RJA
1385
Ross\Johnson & Associates
Minnesota
$164K +$166K +1,542 New
FWM
1386
FSA Wealth Management
Massachusetts
$162K -$34.9K -325 -18%
MFC
1387
Morris Financial Concepts
South Carolina
$162K -$3.44K -32 -2%
SVCP
1388
Silicon Valley Capital Partners
California
$159K +$17.4K +162 +12%
Q1WB
1389
Quest 10 Wealth Builders
Virginia
$157K +$158K +1,475 New
LC
1390
Lindbrook Capital
California
$149K
RI
1391
Ridgewood Investments
New Jersey
$142K -$76.4K -711 -35%
CIA
1392
Cape Investment Advisory
Georgia
$133K
LFA
1393
LGT Financial Advisors
Texas
$131K +$26.4K +246 +25%
WI
1394
Wintrust Investments
Illinois
$130K +$2.79K +26 +2%
GJIA
1395
Glass Jacobson Investment Advisors
Maryland
$127K +$25.4K +236 +25%
AWM
1396
AllSquare Wealth Management
New York
$126K -$537 -5 -0.4%
BIG
1397
Brooklyn Investment Group
New York
$126K +$127K +1,178 New
BF
1398
BOK Financial
Oklahoma
$125K +$127K +1,184 New
DAM
1399
Delta Asset Management
Tennessee
$125K +$21.5K +200 +21%
HFM
1400
Hartford Financial Management
Connecticut
$124K

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.