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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
ACA
1401
Atlas Capital Advisors
Wyoming
$122K -$15.9K -148 -11%
NRC
1402
New Republic Capital
North Carolina
$120K -$215 -2 -0.2%
TCOV
1403
Trust Company of Vermont
Vermont
$118K
GSWM
1404
Golden State Wealth Management
California
$117K +$118K +1,095 New
AG
1405
AmeriFlex Group
Nevada
$110K +$111K +1,037 New
RFS
1406
Richardson Financial Services
Massachusetts
$106K -$40.7K -379 -28%
CF
1407
Centaurus Financial
California
$106K +$107K +996 New
AA
1408
AlphaCentric Advisors
Puerto Rico
$105K +$6.55K +61 +7%
AWM
1409
Accredited Wealth Management
Kentucky
$99.9K +$101K +937 New
WTA
1410
Washington Trust Advisors
Massachusetts
$95.9K
CTC
1411
Central Trust Company
Missouri
$94K +$72K +670 +315%
MSG
1412
Main Street Group
Virginia
$91.7K
RIA
1413
Realta Investment Advisors
Delaware
$89.5K -$7.95K -74 -8%
FFA
1414
Founders Financial Alliance
North Carolina
$88.6K +$430 +4 +0.5%
RP
1415
Rice Partnership
Hawaii
$88.1K +$3.87K +36 +5%
BFP
1416
Briaud Financial Planning
Texas
$88K +$89.2K +830 New
OLVIG
1417
Oliver Lagore Vanvalin Investment Group
Michigan
$84.2K -$5.16K -48 -6%
M
1418
MOTCO
Texas
$82.5K
HT
1419
Headlands Technologies
Illinois
$82K -$478K -4,453 -85%
MFG
1420
Menard Financial Group
Texas
$80.9K +$81.5K +759 New
RA
1421
Rise Advisors
New York
$79K +$2.15K +20 +3%
KFI
1422
Key Financial Inc
Pennsylvania
$78.2K -$107 -1 -0.1%
ME
1423
McIlrath & Eck
Washington
$77.6K +$859 +8 +1%
WAM
1424
WFA Asset Management
Wisconsin
$74.8K +$75.4K +702 New
ITIM
1425
Indiana Trust & Investment Management
Indiana
$68.9K

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.