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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
DFA
1526
DHJJ Financial Advisors
Illinois
$214
Russell Investments Group
1527
Russell Investments Group
United Kingdom
$198 +$107 +1 +100%
PWM
1528
Parkworth Wealth Management
California
$118 +$107 +1 New
GCM
1529
Gables Capital Management
Florida
$107
FFA
1530
Frazier Financial Advisors
Ohio
$27
CIBC World Market
1531
CIBC World Market
Ontario, Canada
-$54.3M -500,160 Closed
Balyasny Asset Management
1532
Balyasny Asset Management
Illinois
-$19.7M -181,436 Closed
KI
1533
Kapitalo Investimentos
Brazil
-$17.9M -165,098 Closed
LP
1534
LMR Partners
United Kingdom
-$10.7M -100,000 Closed
WWM
1535
Waterway Wealth Management
Texas
-$9.8M -90,200 Closed
Capstone Investment Advisors
1536
Capstone Investment Advisors
New York
-$7.56M -69,601 Closed
GCM
1537
Granby Capital Management
Florida
-$5.97M -55,000 Closed
BIP
1538
Blueprint Investment Partners
North Carolina
-$5.63M -51,863 Closed
WA
1539
Waterford Advisors
New York
-$4.41M -40,639 Closed
SFS
1540
Sowell Financial Services
Arkansas
-$3.54M -32,577 Closed
SIC
1541
Sterling Investment Counsel
New York
-$2.32M -21,364 Closed
SC
1542
Sykon Capital
New York
-$1.86M -17,132 Closed
CSPIA
1543
Cary Street Partners Investment Advisory
Virginia
-$1.59M -14,622 Closed
OMC
1544
Old Mission Capital
Illinois
-$1.32M -12,117 Closed
Victory Capital Management
1545
Victory Capital Management
Texas
-$1.09M -10,000 Closed
QC
1546
Quadrature Capital
United Kingdom
-$956K -8,806 Closed
HCM
1547
Highview Capital Management
Illinois
-$903K -8,311 Closed
ODG
1548
O'Dell Group
Ohio
-$876K -8,066 Closed
OC
1549
Oakworth Capital
Alabama
-$769K -7,081 Closed
TF
1550
Tompkins Financial
New York
-$733K -6,750 Closed

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.