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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
MFC
1426
Mechanics Financial Corp
Ohio
$68.5K
HWP
1427
Highline Wealth Partners
California
$67.3K -$115K -1,068 -63%
GC
1428
Gould Capital
Washington
$64.7K
FFWM
1429
Future Financial Wealth Management
Ohio
$64.4K
AWM
1430
Ameliora Wealth Management
Switzerland
$63.4K +$63.9K +595 New
CIAS
1431
CBIZ Investment Advisory Services
Ohio
$62.6K +$645 +6 +1%
PGAM
1432
Princeton Global Asset Management
New Jersey
$58.8K +$107 +1 +0.2%
RF
1433
Robinswood Financial
Washington
$56.4K
WT
1434
Washington Trust
Rhode Island
$54.8K -$290K -2,697 -84%
PK
1435
Pflug Koory
Nebraska
$54.7K +$40.4K +376 +274%
CFB
1436
Cullen/Frost Bankers
Texas
$54.1K
SIS
1437
Sound Income Strategies
Florida
$54K +$30.2K +281 +124%
GWSG
1438
GPS Wealth Strategies Group
Colorado
$52.1K
HIA
1439
Harbor Investment Advisory
Maryland
$51.4K -$30.2K -281 -37%
NP
1440
NorthRock Partners
Minnesota
$50.7K -$25.9K -241 -34%
CI
1441
Cordant Inc
Oregon
$49.7K -$4.94K -46 -9%
CYG
1442
Clean Yield Group
Vermont
$48.4K +$430 +4 +0.9%
FFC
1443
First Financial Corp
Indiana
$47.9K
PA
1444
Pineridge Advisors
Missouri
$47.2K +$107 +1 +0.2%
CIM
1445
Contravisory Investment Management
Massachusetts
$45.5K +$45.4K +423 +10,575%
AGWCA
1446
Annis Gardner Whiting Capital Advisors
Florida
$45.3K
GEA
1447
Glen Eagle Advisors
New Jersey
$43.8K +$40.1K +373 +982%
STB
1448
S&T Bank
Pennsylvania
$42.7K +$43.1K +401 New
NRG
1449
Nemes Rush Group
Michigan
$42.3K -$8.06K -75 -16%
MCA
1450
Midwest Capital Advisors
Michigan
$42.1K +$42.4K +395 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.