We are live on ! Find out more
MUB icon

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
ESB
1551
Essex Savings Bank
Connecticut
-$714K -6,575 Closed
PWP
1552
Perfromance Wealth Partners
Illinois
-$696K -6,405 Closed
FGA
1553
Fortis Group Advisors
New Jersey
-$644K -5,931 Closed
FCM
1554
Fortis Capital Management
Washington
-$638K -5,870 Closed
ATS
1555
Ashton Thomas Securities
New York
-$615K -5,658 Closed
PCS
1556
Personal CFO Solutions
New Jersey
-$592K -5,446 Closed
WWM
1557
Wiser Wealth Management
Georgia
-$564K -5,189 Closed
BAM
1558
BTS Asset Management
Massachusetts
-$495K -4,554 Closed
AWA
1559
ARQ Wealth Advisors
Arizona
-$486K -4,518 Closed
FCFC
1560
First Citizens Financial Corp
Iowa
-$433K -3,987 Closed
GAA
1561
Global Assets Advisory
Florida
-$381K -3,502 Closed
GS
1562
GTS Securities
New York
-$351K -3,229 Closed
EPP
1563
ETF Portfolio Partners
Kansas
-$350K -3,221 Closed
CAP
1564
Columbia Advisory Partners
Washington
-$330K -3,034 Closed
CCA
1565
Conservest Capital Advisors
Pennsylvania
-$324K -3,010 Closed
WE
1566
Wealth Effects
Massachusetts
-$323K -2,975 Closed
GSAM
1567
Grant Street Asset Management
Pennsylvania
-$314K -2,890 Closed
CCFM
1568
Clear Creek Financial Management
Washington
-$299K -2,749 Closed
PHWM
1569
Pine Harbor Wealth Management
Maryland
-$293K -2,700 Closed
WAM
1570
WNY Asset Management
New York
-$284K -2,613 Closed
GF
1571
Gries Financial
Ohio
-$250K -2,300 Closed
AWP
1572
Accretive Wealth Partners
New Jersey
-$243K -2,241 Closed
BW
1573
Basepoint Wealth
Iowa
-$221K -2,036 Closed
AFC
1574
AFT Forsyth & Company
Florida
-$219K -2,015 Closed
TSS
1575
Two Sigma Securities
New York
-$219K -2,015 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.