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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
RMDI
1576
R.M. Davis Inc
Maine
-$217K -2,000 Closed
SPWG
1577
Sage Private Wealth Group
Illinois
-$216K -1,987 Closed
MFIM
1578
Mesirow Financial Investment Management
Illinois
-$214K -1,967 Closed
TFM
1579
Trademark Financial Management
Minnesota
-$210K -1,932 Closed
TCOT
1580
Trust Company of Toledo
Ohio
-$209K -1,921 Closed
XWM
1581
Xcel Wealth Management
Florida
-$206K -1,892 Closed
NIA
1582
NIA Impact Advisors
California
-$203K -1,865 Closed
LMKC
1583
L.M. Kohn & Company
Ohio
-$201K -1,850 Closed
DWM
1584
Dopkins Wealth Management
New York
-$199K -1,836 Closed
PG
1585
Proffitt & Goodson
Tennessee
-$141K -1,300 Closed
SR
1586
Syntax Research
Florida
-$141K -1,300 Closed
FFO
1587
Fortitude Family Office
Arizona
-$97.8K -900 Closed
IAS
1588
IMA Advisory Services
Colorado
-$76.6K -705 Closed
HGERS
1589
Householder Group Estate & Retirement Specialist
Arizona
-$58K -534 Closed
CSWM
1590
Cassady Schiller Wealth Management
Ohio
-$47.8K -440 Closed
LIS
1591
Legacy Investment Solutions
Idaho
-$34.2K -319 Closed
LWMI
1592
Legacy Wealth Management (Idaho)
Idaho
-$34.2K -319 Closed
CA
1593
Claris Advisors
Missouri
-$32.9K -303 Closed
PCA
1594
Providence Capital Advisors
North Carolina
-$25.5K -235 Closed
AW
1595
Avion Wealth
Texas
-$10K -101 Closed
SWM
1596
Sanctuary Wealth Management
Idaho
-$8.37K -77 Closed
JGIA
1597
Jackson Grant Investment Advisers
Connecticut
-$8.04K -74 Closed
BWP
1598
Baldwin Wealth Partners
Massachusetts
-$7.39K -68 Closed
AWM
1599
Activest Wealth Management
Florida
-$1.72K -16 Closed
CFFP
1600
Center for Financial Planning
Michigan
-$1.63K -15 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.