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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
EPW
1451
Evergreen Private Wealth
Colorado
$41.6K
CJ
1452
Caitlin John
Michigan
$40.3K -$6.45K -60 -14%
BWAM
1453
Boyd Watterson Asset Management
Ohio
$40K
HHGA
1454
Halbert Hargrove Global Advisors
California
$38.5K +$38.8K +361 New
AA
1455
Ancora Advisors
Ohio
$38.4K +$15K +140 +64%
VNA
1456
Valley National Advisers
Pennsylvania
$37K +$6.77K +63 +22%
RF
1457
Roxbury Financial
New Jersey
$37K +$36.5K +340 New
RFA
1458
Register Financial Advisors
Georgia
$35.8K
TFA
1459
Toth Financial Advisory
Virginia
$35.5K -$14.8K -138 -29%
AF
1460
Atala Financial
California
$35.1K +$35.3K +329 New
CSB
1461
City State Bank
Iowa
$33.9K
TSMHT
1462
Thurston Springer Miller Herd & Titak
Indiana
$33.4K
CB
1463
CNB Bank
Pennsylvania
$32K
NMG
1464
New Millennium Group
Utah
$31K +$15.9K +148 +103%
DIP
1465
DT Investment Partners
Pennsylvania
$30.3K +$2.26K +21 +8%
RMP
1466
Richards, Merrill & Peterson
Washington
$29.3K +$29.5K +275 New
National Bank of Canada
1467
National Bank of Canada
Quebec, Canada
$28.6K +$22.3K +208 +347%
RTL
1468
Red Tortoise LLC
Georgia
$28.2K +$322 +3 +1%
EBA
1469
Eagle Bay Advisors
New York
$27.9K
RWM
1470
Ruedi Wealth Management
Illinois
$27.4K -$107 -1 -0.4%
PA
1471
PSI Advisors
Florida
$26.9K +$322 +3 +1%
MPCG
1472
Matrix Private Capital Group
New York
$26.6K +$5.37K +50 +25%
KBFS
1473
Kohmann Bosshard Financial Services
Ohio
$26.4K +$26.6K +248 New
ATC
1474
Advantage Trust Company
Kansas
$26.3K +$27.9K +260 New
GKIM
1475
GW&K Investment Management
Massachusetts
$25K

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.