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iShares National Muni Bond ETF

1,498 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 587 increasing their positions, 608 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 115

0.44% less ownership

Funds ownership: 89.52%89.08% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 608

2% less funds holding

Funds holding: 1,5231,498 (-25)

3% less funds holding in top 10

Funds holding in top 10: 121117 (-4)

5% less capital invested

Capital invested by funds: $37.3B → $35.3B (-$1.91B)

79% less call options, than puts

Call options by funds: $99.1M | Put options by funds: $467M

Holders
1,498
Holders Change
-25
Holders Change %
-1.64%
% of All Funds
20.08%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.57%
New
120
Increased
587
Reduced
608
Closed
115
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
126
Capital Insight Partners
Arizona
$28.2M +$1.25M +11,760 +5%
SAG
127
SageView Advisory Group
California
$28M -$1.28M -12,056 -4%
Renaissance Technologies
128
Renaissance Technologies
New York
$27.9M +$17.8M +167,170 +172%
BCP
129
Blue Chip Partners
Michigan
$27.4M -$1.01M -9,510 -4%
TC
130
TownSquare Capital
Utah
$27M -$1.62M -15,258 -6%
LNB
131
Ledyard National Bank
$26.4M +$307K +2,887 +1%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$26.4M +$26.2M +246,442 +6,570%
SWP
133
Stratos Wealth Partners
Ohio
$26.1M +$3.38M +31,791 +15%
MWM
134
Modera Wealth Management
New Jersey
$25.6M -$547K -5,142 -2%
SFM
135
Soros Fund Management
New York
$25.5M
SI
136
Seeds Investor
New York
$25.3M -$943K -8,868 -4%
CA
137
Crewe Advisors
Utah
$25.1M +$9.71M +91,344 +62%
SL
138
Salomon & Ludwin
Virginia
$25M +$1.09M +10,221 +5%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.9M +$545K +5,123 +2%
IWA
140
Icon Wealth Advisors
Texas
$24.8M -$279K -2,627 -1%
HNB
141
Huntington National Bank
Ohio
$24.6M
CL
142
Choreo LLC
Illinois
$24.5M +$664K +6,242 +3%
BMC
143
Bear Mountain Capital
Washington
$23.9M -$1.13M -10,613 -4%
NYLIM
144
New York Life Investment Management
New York
$23.8M -$991K -9,314 -4%
NA
145
NewEdge Advisors
Louisiana
$23.8M -$2.51M -23,633 -9%
APM
146
a16z Perennial Management
California
$23.6M +$24.1M +226,366 New
PWM
147
Perigon Wealth Management
California
$23.6M -$2.12M -19,955 -8%
PAG
148
Private Advisor Group
New Jersey
$23.5M +$683K +6,419 +3%
RFC
149
Regions Financial Corp
Alabama
$23.2M -$3.95M -37,169 -14%
AWM
150
Angeles Wealth Management
California
$22.8M -$22.1M -207,376 -49%

MUB Hedge Fund Activity: Q1 2025 in Review

1,498 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2025, worth a combined $35.3B — down 5.1% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new MUB positions and 115 closed out — a net gain of 5 holders — while 587 added to existing stakes and 608 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $196M. The largest seller was Bank of America, cutting an estimated $217M.

  • 1,498 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2025, down from 1,523 in Q4 2024.
  • Funds reported $35.3B of iShares National Muni Bond ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 120 funds opened new iShares National Muni Bond ETF positions in Q1 2025 and 115 closed out, a net change of +5 holders.
  • The largest iShares National Muni Bond ETF buyer in Q1 2025 was D.E. Shaw & Co, an estimated $196M added.
  • The largest iShares National Muni Bond ETF seller in Q1 2025 was Bank of America, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2025.