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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
IF
1476
Integrity Financial
Wyoming
$24.5K +$24.7K +230 New
CWM
1477
CarsonAllaria Wealth Management
Illinois
$24.2K -$64.2K -598 -73%
RAM
1478
Riggs Asset Management
Pennsylvania
$23.4K
FPB
1479
First PREMIER Bank
South Dakota
$21K
MA
1480
Montag & Associates
Georgia
$21K
HC
1481
Hurley Capital
New York
$18.3K +$18.5K +172 New
YDMI
1482
Y.D. More Investments
Israel
$17K +$1.61K +15 +10%
VWM
1483
Valley Wealth Managers
New Jersey
$16.7K
HIW
1484
Holos Integrated Wealth
Pennsylvania
$15.3K +$15.5K +144 New
AIC
1485
Archer Investment Corporation
Indiana
$12.6K
FNWA
1486
Financial Network Wealth Advisors
Utah
$12.1K -$116K -1,077 -90%
T
1487
Tidemark
California
$11.9K +$215 +2 +2%
CP
1488
Castleview Partners
Texas
$11.7K
BL
1489
BFSG LLC
California
$10.7K -$138K -1,289 -93%
VCM
1490
Viewpoint Capital Management
Washington
$10.7K
CFO
1491
Colony Family Offices
North Carolina
$10.7K +$10.7K +100 New
CAM
1492
Chesapeake Asset Management
New York
$9.7K +$9.78K +91 New
MWM
1493
Mascoma Wealth Management
New Hampshire
$9.7K +$9.78K +91 New
SRCM
1494
Signature Resources Capital Management
California
$8.74K
TFA
1495
Transamerica Financial Advisors
Florida
$8K -$3.06M -28,438 -100%
TH
1496
TCTC Holdings
Texas
$7.99K
IRC
1497
Investors Research Corp
Georgia
$6.71K
PWMG
1498
Prestige Wealth Management Group
New Jersey
$5.97K
BOJHT
1499
Bank of Jackson Hole Trust
Wyoming
$5.33K +$5.37K +50 New
PC
1500
Promus Capital
Illinois
$5.11K +$5.16K +48 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.