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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
SAS
1501
Spurstone Advisory Services
Connecticut
$4.9K +$4.94K +46 New
VWWMG
1502
Vermillion & White Wealth Management Group
Pennsylvania
$4.26K
BCMLT
1503
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.21K
RIL
1504
Rothschild Investment LLC
Illinois
$4.05K -$215 -2 -5%
PFA
1505
Pillar Financial Advisors
Kentucky
$3.52K +$3.54K +33 New
KFP
1506
Keener Financial Planning
Texas
$3K
CWP
1507
Clark Wealth Partners
Illinois
$2.66K +$2.69K +25 New
IHWM
1508
Iron Horse Wealth Management
Iowa
$2.34K
FLP
1509
Financial Life Planners
Arizona
$2.04K +$2.04K +19 New
DWM
1510
Darwin Wealth Management
Florida
$1.92K
SIC
1511
Salem Investment Counselors
North Carolina
$1.84K -$24.6K -229 -93%
RCM
1512
Raleigh Capital Management
North Carolina
$1.62K
HR
1513
Howe & Rusling
New York
$1.49K
MWA
1514
Medallion Wealth Advisors
Connecticut
$1.49K +$1.5K +14 New
AWM
1515
Atticus Wealth Management
Florida
$1.28K
HWM
1516
Hemington Wealth Management
Virginia
$1K +$1.07K +10 New
MAS
1517
MPWM Advisory Solutions
Georgia
$959 +$967 +9 New
ADL
1518
Asset Dedication LLC
California
$853
HCM
1519
Hollencrest Capital Management
California
$852
1IA
1520
1620 Investment Advisors
Massachusetts
$746 -$4.41K -41 -85%
GWS
1521
Glassman Wealth Services
Virginia
$746 +$752 +7 New
NS
1522
NBC Securities
Alabama
$661 -$666K -6,200 -100%
TAM
1523
Tucker Asset Management
Colorado
$320 -$3.12K -29 -91%
DF
1524
Dunhill Financial
United Kingdom
$320
JHCP
1525
Jackson Hole Capital Partners
Oklahoma
$320

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.