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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
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$16.4M +$13.8M +128,681 +512%
BWM
202
Brown Wealth Management
Illinois
$16.4M -$49.1K -457 -0.3%
FMLI
203
Fukoku Mutual Life Insurance
Japan
$16.3M
KFG
204
Kingdom Financial Group
Arizona
$16.3M -$120K -1,117 -0.7%
SP
205
Symmetry Partners
Connecticut
$15.8M +$8.83M +82,179 +125%
AWM
206
Apollon Wealth Management
South Carolina
$15.7M +$1.22M +11,315 +8%
CA
207
Crewe Advisors
Utah
$15.6M +$640K +5,957 +4%
HFS
208
HBC Financial Services
Washington
$15.3M +$1.08M +10,062 +8%
RWB
209
RMR Wealth Builders
New Jersey
$15.2M -$841K -7,827 -5%
EPM
210
Elm Partners Management
Pennsylvania
$14.9M +$895K +8,332 +6%
CC
211
Centiva Capital
New York
$14.8M -$71M -661,189 -83%
ASN
212
Advisory Services Network
Georgia
$14.6M +$158K +1,474 +1%
SPC
213
Sigma Planning Corp
Michigan
$14.1M -$1.31M -12,206 -8%
AIMC
214
Alley Investment Management Company
Illinois
$14.1M +$611K +5,686 +4%
TCM
215
Towercrest Capital Management
Pennsylvania
$14M +$1.84M +17,149 +15%
NSIM
216
North Star Investment Management
Illinois
$14M +$3.97M +36,909 +39%
FFA
217
Fragasso Financial Advisors
Pennsylvania
$13.9M -$450K -4,191 -3%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$13.9M -$614K -5,712 -4%
Franklin Resources
219
Franklin Resources
California
$13.9M +$1.84M +17,147 +15%
CA
220
Clearstead Advisors
Ohio
$13.8M +$690K +6,427 +5%
SHGA
221
Sand Hill Global Advisors
California
$13.7M +$627K +5,838 +5%
P
222
&Partners
Tennessee
$13.6M +$3.18M +29,604 +30%
NW
223
NewEdge Wealth
Pennsylvania
$13.6M +$2.97M +27,677 +28%
IAA
224
Independent Advisor Alliance
North Carolina
$13.6M +$13.2M +122,710 +2,644%
AG
225
AlTi Global
New York
$13.5M -$42.4K -395 -0.3%

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.