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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$104.25 -0.14 (-0.13%)
Closing price 04:10 PM Eastern
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$104.24 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for iShares National Muni Bond ETF (NYSEARCA:MUB)

Number of
Institutional Buyers
(last 12 months)
1178
Total
Institutional Inflows
(last 12 months)
$8.69B
Number of
Institutional Sellers
(last 12 months)
778
Total
Institutional Outflows
(last 12 months)
$4.39B
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MUB Institutional Buying and Selling by Quarter

iShares National Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Forum Financial Management LP105,904$11.17M0.2%-36.7%0.028%
5/2/2025Bear Mountain Capital Inc.228,724$23.87M9.2%-4.4%0.061%
5/2/2025Kingsview Wealth Management LLC78,299$8.26M0.2%+8.0%0.021%
5/2/2025Members Trust Co7,900$833K0.0%-2.1%0.002%
5/2/2025Bailard Inc.54,387$5.74M0.1%-39.7%0.015%
5/2/2025Concord Wealth Partners2,238$236K0.0%-21.9%0.001%
5/2/2025Graypoint LLC121,768$12.84M0.8%+4.5%0.033%
5/2/2025Dynasty Wealth Management LLC273,423$28.83M0.4%-12.2%0.073%
5/2/2025Verdence Capital Advisors LLC9,860$1.04M0.1%-2.8%0.003%
5/2/2025Mayflower Financial Advisors LLC64,418$6.79M1.0%-8.3%0.017%
5/2/2025Hudock Inc.97,295$10.26M1.8%+13.9%0.026%
5/2/2025Dravo Bay LLC56,834$5.99M3.2%-11.6%0.015%
5/2/2025Legacy Capital Wealth Partners LLC2,391$252K0.1%+10.5%0.001%
5/2/2025Jacobson & Schmitt Advisors LLC22,386$2.36M0.5%+2.0%0.006%
5/2/2025Lineweaver Wealth Advisors LLC15,444$1.63M0.3%+8.8%0.004%
5/2/2025Allen Capital Group LLC7,439$784K0.1%-8.3%0.002%
5/2/2025Theory Financial LLC19,223$2.03M0.9%-37.5%0.005%
5/2/2025Wealthgarden F.S. LLC3,449$364K0.3%-6.9%0.001%
5/2/2025Shared Vision Wealth Group LLC8,188$863K0.5%-14.8%0.002%
5/2/2025Seaside Wealth Management Inc.63,795$6.73M2.4%-2.0%0.017%
5/2/2025Grandfield & Dodd LLC5,115$539K0.0%-19.0%0.001%
5/2/2025SeaBridge Investment Advisors LLC11,128$1.17M0.3%-25.0%0.003%
5/2/2025Cullen Frost Bankers Inc.683$72K0.0%+34.4%0.000%
5/2/2025Private Wealth Management Group LLC90,477$9.54M3.5%-6.9%0.024%
5/2/2025Capital A Wealth Management LLC2,718$287K0.3%-18.0%0.001%
5/2/2025BIP Wealth LLC14,329$1.51M0.1%+28.7%0.004%
5/2/2025Bryn Mawr Capital Management LLC23,087$2.43M0.1%+29.3%0.006%
5/2/2025Ndwm LLC5,337$563K0.6%N/A0.001%
5/2/2025Larson Financial Group LLC8,476$894K0.0%+15.1%0.002%
5/2/2025Sage Mountain Advisors LLC1,441$152K0.0%N/A0.000%
5/2/2025Summit Wealth Group LLC29,508$3.11M0.9%+40.2%0.008%
5/2/2025PAX Financial Group LLC4,020$424K0.1%+3.4%0.001%
5/2/2025Wealthfront Advisers LLC6,712,402$707.76M2.0%-11.4%1.794%
5/2/2025First Business Financial Services Inc.43,532$4.59M0.5%+8.4%0.012%
5/2/2025Whittier Trust Co. of Nevada Inc.33,851$3.57M0.1%+2.4%0.009%
5/2/2025Whittier Trust Co.7,080$747K0.0%-30.7%0.002%
5/2/2025Future You Wealth LLC3,719$392K0.2%-31.5%0.001%
5/2/2025ESG Planning DBA Harper Investing206,731$21.80M14.4%+7.4%0.055%
5/2/2025Accredited Investor Services LLC15,292$1.61M1.3%N/A0.004%
5/2/2025Blake Schutter Theil Wealth Advisors LLC11,674$1.23M1.4%+23.7%0.003%
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5/2/2025Boyce & Associates Wealth Consulting Inc.4,566$481K0.5%-3.5%0.001%
5/2/2025Grey Fox Wealth Advisors LLC23,438$2.47M0.7%-10.5%0.006%
5/2/2025Graybill Wealth Management LTD.6,357$670K0.2%N/A0.002%
5/2/2025Dakota Wealth Management104,634$11.03M0.3%+4.0%0.028%
5/2/2025Lokken Investment Group LLC4,005$422K0.2%+13.9%0.001%
5/2/2025Apollon Financial LLC30,058$3.17M0.7%-1.7%0.008%
5/2/2025Apollon Wealth Management LLC190,953$20.13M0.4%+29.3%0.051%
5/2/2025Hohimer Wealth Management LLC27,880$2.94M0.6%-30.9%0.007%
5/2/2025Sigma Planning Corp125,060$13.19M0.4%-5.8%0.033%
5/2/2025Transcendent Capital Group LLC3,282$346K0.2%+76.0%0.001%
5/2/2025Catalyst Financial Partners LLC104,363$11.00M2.0%+8.7%0.028%
5/2/2025Signaturefd LLC1,218,299$128.46M2.4%-9.5%0.326%
5/2/2025Slow Capital Inc.192,248$20.27M2.7%+1.4%0.051%
5/2/2025Edgestream Partners L.P.36,681$3.87M0.1%-18.9%0.010%
5/1/2025Gould Asset Management LLC CA8,660$913K0.2%+3.6%0.002%
5/1/2025Bleakley Financial Group LLC39,054$4.12M0.1%+9.8%0.010%
5/1/2025Cahaba Wealth Management Inc.322,438$34.00M2.8%+0.8%0.086%
5/1/2025Smith Thornton Advisors LLC6,520$687K0.4%-26.9%0.002%
5/1/2025CWM LLC508,129$53.58M0.2%-25.7%0.136%
5/1/2025Alaska Wealth Advisors162,740$17.16M2.7%-9.8%0.043%
5/1/2025TruNorth Capital Management LLC18,985$2.00M0.5%+13.4%0.005%
5/1/2025Cardinal Strategic Wealth Guidance206,370$21.76M7.0%+1.0%0.055%
5/1/2025Fulton Breakefield Broenniman LLC66,475$7.01M0.5%+9.9%0.018%
5/1/2025Stephens Inc. AR46,395$4.89M0.1%-1.1%0.012%
5/1/2025Schechter Investment Advisors LLC35,410$3.73M0.3%+2.1%0.009%
5/1/2025Curtis Advisory Group LLC3,967$418K0.1%N/A0.001%
5/1/2025Ballentine Partners LLC11,815$1.25M0.0%+38.5%0.003%
5/1/2025Bridge Generations Wealth Management LLC36,461$3.84M2.4%+2.7%0.010%
5/1/2025Fidelity D & D Bancorp Inc.16,986$1.79M1.2%-25.3%0.005%
5/1/2025Riversedge Advisors LLC18,015$1.90M0.4%-20.4%0.005%
5/1/2025Quest 10 Wealth Builders Inc.1,026$108K0.1%-30.4%0.000%
5/1/2025Fifth Third Securities Inc.18,566$1.96M0.2%-10.7%0.005%
5/1/2025Marshall Financial Group Inc. ADV12,936$1.36M0.4%+5.4%0.003%
5/1/2025Gateway Wealth Partners LLC4,580$483K0.1%+57.2%0.001%
5/1/2025SteelPeak Wealth LLC30,748$3.24M0.1%+0.8%0.008%
5/1/2025ADE LLC74,602$7.87M4.5%-0.2%0.020%
5/1/2025Fonville Wealth Management LLC2,473$259K0.1%-13.2%0.001%
5/1/2025Croban16,782$1.77M1.6%N/A0.004%
5/1/2025Fidelis Capital Partners LLC6,631$690K0.1%+24.3%0.002%
4/30/2025 Joseph Group Capital Management33,181$3.50M1.3%-11.6%0.009%
4/30/2025 Sharkey Howes & Javer19,818$2.09M0.3%-13.2%0.005%
4/30/2025 Bernardo Wealth Planning LLC17,084$1.80M0.4%+0.8%0.005%
4/30/2025 Cerity Partners LLC747,721$78.84M0.2%-1.0%0.200%
4/30/2025 Phillips Financial Management LLC64,144$6.76M0.5%+4.4%0.017%
4/30/2025 Cornerstone Investment Partners LLC18,819$1.98M0.1%+78.0%0.005%
4/30/2025 Code Waechter LLC12,124$1.28M1.1%+30.0%0.003%
4/30/2025 Narus Financial Partners LLC20,523$2.16M0.7%-6.0%0.005%
4/30/2025 Allworth Financial LP336,695$34.98M0.2%-5.3%0.090%
4/30/2025 Capital Insight Partners LLC267,736$28.23M4.9%+4.6%0.072%
4/30/2025 Rock Point Advisors LLC5,275$556K0.2%-1.9%0.001%
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4/30/2025 CFO4Life Group LLC5,912$623K0.1%-7.1%0.002%
4/30/2025 Investments & Financial Planning LLC7,315$771K0.5%+9.6%0.002%
4/30/2025 Heritage Wealth Management Inc. CA 4,014$423K0.3%+8.1%0.001%
4/30/2025 Pineridge Advisors LLC926$98K0.0%+109.0%0.000%
4/30/2025 Rogco LP8,696$917K0.4%+2.2%0.002%
4/30/2025 True Vision MN LLC45,398$4.79M2.9%-6.9%0.012%
4/30/2025 Peddock Capital Advisors LLC2,115$223K0.1%N/A0.001%
4/30/2025 Quotient Wealth Partners LLC191,747$20.22M0.6%-4.3%0.051%
4/30/2025 Nisa Investment Advisors LLC323,430$34.10M0.2%-4.6%0.086%
4/30/2025 Alpha Financial Partners LLC57,520$6.07M4.9%+9.3%0.015%
(Data available from 1/1/2016 forward)

MUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUB shares?

During the previous two years, 1,765 institutional investors and hedge funds held shares of iShares National Muni Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.29B), Envestnet Asset Management Inc. ($2.05B), Betterment LLC ($1.95B), FMR LLC ($1.46B), Creative Planning ($1.37B), Wells Fargo & Company MN ($1.13B), and JPMorgan Chase & Co. ($1.08B).Learn more on MUB's institutional investors.

Which institutional investors have been buying iShares National Muni Bond ETF stock?

Of the 1,565 institutional investors that purchased iShares National Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($13.51M), GAMMA Investing LLC ($13.46M), Envestnet Asset Management Inc. ($9.73M), Wealthfront Advisers LLC ($7.57M), Brooklyn FI LLC ($6.97M), Envestnet Portfolio Solutions Inc. ($5.91M), and Bank of America Corp DE ($5.30M).

How much institutional buying is happening at iShares National Muni Bond ETF?

Institutional investors have bought a total of 178,678,426 shares in the last 24 months. This purchase volume represents approximately $18.94B in transactions.

Which iShares National Muni Bond ETF major shareholders have been selling company stock?

Of the 1,115 institutional investors that sold iShares National Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($10.60M), TIAA Trust National Association ($8.49M), FMR LLC ($8.10M), Envestnet Asset Management Inc. ($5.61M), US Bancorp DE ($3.62M), Bank of America Corp DE ($3.00M), and Allstate Corp ($2.97M).

How much institutional selling is happening at iShares National Muni Bond ETF?

Institutional investors have sold a total of 86,166,731 shares in the last 24 months. This volume of shares sold represents approximately $9.21B in transactions.



This page (NYSEARCA:MUB) was last updated on 5/2/2025 by MarketBeat.com Staff
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