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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
Lido Advisors
176
Lido Advisors
California
$20M +$5.22M +48,609 +35%
AAP
177
Arax Advisory Partners
Colorado
$19.9M +$524K +4,879 +3%
TC
178
Trust Company
Kansas
$19.5M -$3.27M -30,458 -14%
LGA
179
Lebenthal Global Advisors
New York
$19.3M +$796K +7,406 +4%
UW
180
Unique Wealth
Florida
$19.3M +$2.56M +23,827 +15%
AWA
181
Alaska Wealth Advisors
Alaska
$19.2M -$483K -4,498 -2%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$19.2M +$5.94M +55,307 +44%
AA
183
Alesco Advisors
New York
$19.2M +$776K +7,222 +4%
CAAS
184
Capital Asset Advisory Services
Michigan
$19M +$561K +5,218 +3%
CTA
185
Chesley Taft & Associates
Illinois
$19M -$2.51M -23,345 -12%
SW
186
SVB Wealth
Massachusetts
$18.9M +$14.7M +136,837 +340%
SPP
187
Single Point Partners
Massachusetts
$18.7M +$18.9M +175,873 New
WIA
188
World Investment Advisors
California
$18.7M -$8.08M -75,178 -30%
SHF
189
Stage Harbor Financial
Massachusetts
$18.6M -$52.9K -492 -0.3%
MCWS
190
McKinley Carter Wealth Services
West Virginia
$18.6M +$3.22M +29,977 +21%
OWA
191
One Wealth Advisors
California
$18.6M +$5.8M +53,949 +45%
MFS
192
McNamara Financial Services
Massachusetts
$17.9M -$5.37M -50,029 -23%
CCA
193
Clearwater Capital Advisors
Illinois
$17.9M -$727K -6,766 -4%
FCAM
194
First Citizens Asset Management
North Carolina
$17.9M +$962K +8,957 +6%
FFM
195
Forum Financial Management
Illinois
$17.8M -$9.98M -92,883 -36%
AL
196
Aspiriant LLC
California
$17.8M -$2.28M -21,203 -11%
CFG
197
Citizens Financial Group
Rhode Island
$17.3M -$47.9K -446 -0.3%
SWP
198
Sagespring Wealth Partners
Tennessee
$17M +$17.1M +159,602 New
DPI
199
Diversified Portfolios Inc
Michigan
$16.8M +$469K +4,369 +3%
SP
200
Stairway Partners
Illinois
$16.7M -$534K -4,969 -3%

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.