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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$107.34 +0.24 (+0.22%)
As of 01:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares National Muni Bond ETF (NYSEARCA:MUB)

Current
Institutional Ownership
Percentage
90.19%
Number of
Institutional Buyers
(last 12 months)
1266
Total
Institutional Inflows
(last 12 months)
$9.89B
Number of
Institutional Sellers
(last 12 months)
936
Total
Institutional Outflows
(last 12 months)
$5.48B
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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
10/16/2025Greenup Street Wealth Management LLC13,773$1.47M0.2%+47.1%0.004%
10/16/2025Asio Capital LLC77,485$8.25M1.2%-2.3%0.021%
10/16/2025 HBK Sorce Advisory LLC7,868$843K0.0%-14.4%0.002%
10/16/2025DecisionMap Wealth Management LLC8,926$951K0.6%+6.4%0.002%
10/16/202525 LLC97,800$10.42M3.5%-4.7%0.026%
10/16/2025Syntegra Private Wealth Group LLC7,136$760K0.1%-3.1%0.002%
10/16/2025Precision Wealth Strategies LLC21,993$2.34M0.8%-4.8%0.006%
10/16/2025Blue Trust Inc.38,762$4.13M0.0%+8.1%0.010%
10/16/2025Sheets Smith Wealth Management7,792$830K0.1%-8.7%0.002%
10/16/2025Horst & Graben Wealth Management LLC3,236$345K0.1%+6.0%0.001%
10/16/2025Capital Advisors Wealth Management LLC43,749$4.66M0.7%-4.6%0.012%
10/16/2025Johnson Bixby & Associates LLC40,948$4.36M0.6%+3.3%0.011%
10/16/2025Twele Capital Management Inc.11,078$1.18M0.2%+20.5%0.003%
10/15/2025CWM LLC640,101$68.16M0.2%+23.9%0.172%
10/15/2025BSW Wealth Partners69,115$7.36M0.9%-7.7%0.019%
10/15/2025Independent Wealth Network Inc.3,004$320K0.1%+5.5%0.001%
10/15/2025Patriot Investment Management Group Inc.79,119$8.43M0.5%+20.4%0.021%
10/15/2025FLP Wealth Management LLC6,389$680K0.7%-64.1%0.002%
10/15/2025Curbstone Financial Management Corp38,792$4.13M0.8%+2.5%0.010%
10/15/2025Stephens Consulting LLC7,398$788K0.3%-71.8%0.002%
10/15/2025Alhambra Investment Management LLC16,631$1.77M0.8%-24.3%0.004%
10/15/2025World Investment Advisors164,016$17.47M0.4%-3.2%0.044%
10/15/2025Brady Martz Wealth Solutions LLC14,710$1.57M0.3%-2.2%0.004%
10/15/2025Brookstone Capital Management130,663$13.91M0.2%+31.5%0.035%
10/15/2025Private Trust Co. NA14,977$1.60M0.1%-17.6%0.004%
10/15/2025Symmetry Partners LLC169,342$18.03M2.0%+4.7%0.045%
10/15/2025Founders Financial Securities LLC56,721$6.04M0.4%-10.3%0.015%
10/15/2025Stanich Group LLC4,571$487K0.3%N/A0.001%
10/15/2025Cypress Wealth Services LLC23,318$2.48M0.4%-1.6%0.006%
10/15/2025DAVENPORT & Co LLC9,140$973K0.0%-4.0%0.002%
10/15/2025Net Worth Advisory Group3,070$327K0.1%-43.6%0.001%
10/15/2025Summit Financial Consulting LLC2,184$233K0.2%+11.0%0.001%
10/15/2025Kelly Financial Services LLC7,887$840K0.2%+15.6%0.002%
10/15/2025Anderson Hoagland & Co.55,450$5.91M0.5%+0.7%0.015%
10/15/2025Veery Capital LLC108,980$11.61M3.7%+3.2%0.029%
10/14/2025 Apeiron RIA LLC104,537$11.15M2.5%-7.1%0.028%
10/14/2025 Able Wealth Management LLC4,065$433K0.2%-7.0%0.001%
10/14/2025 RTD Financial Advisors Inc.189,237$20.15M2.4%+3.2%0.051%
10/14/2025 BCO Wealth Management LLC85,218$9.08M6.0%-2.4%0.023%
10/14/2025 Wealth Alliance Advisory Group LLC3,716$396K0.1%-52.5%0.001%
10/14/2025 Revolve Wealth Partners LLC142,195$15.14M1.8%+6.7%0.038%
10/14/2025 Voisard Asset Management Group Inc.26,590$2.83M0.7%+1.6%0.007%
10/14/2025 Ellenbecker Investment Group2,894$308K0.0%-18.5%0.001%
10/14/2025 OLD National Bancorp IN11,776$1.25M0.0%+58.9%0.003%
10/14/2025 Weitzel Financial Services Inc.93,879$10.04M4.1%-0.6%0.025%
10/14/2025 Affiance Financial LLC10,720$1.14M0.2%+47.7%0.003%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC604,115$64.33M1.0%-13.4%0.162%
10/14/2025 Intergy Private Wealth LLC2,291$244K0.1%N/A0.001%
10/14/2025 Martel Wealth Advisors Inc98,656$10.51M1.8%+7.1%0.027%
10/14/2025 Farther Finance Advisors LLC454,048$48.35M0.7%-10.0%0.122%
10/14/2025 Leonard Rickey Investment Advisors P.L.L.C.105,677$11.25M2.1%-3.9%0.028%
10/14/2025 21 West Wealth Management LLC58,108$6.19M5.9%+0.2%0.016%
10/14/2025 Parcion Private Wealth LLC497,096$52.94M3.3%+133.3%0.134%
10/14/2025 Juncture Wealth Strategies LLC14,996$1.60M0.5%-6.4%0.004%
10/14/2025 Paladin Wealth LLC10,296$1.10M0.8%+24.2%0.003%
10/14/2025 AIFG Consultants Ltd.3,887$414K0.7%-21.8%0.001%
10/14/2025 Precedent Wealth Partners LLC49,821$5.31M1.2%+1.5%0.013%
10/14/2025 Confluence Investment Management LLC22,861$2.43M0.0%-60.6%0.006%
10/14/2025 HBK Sorce Advisory LLC7,868$839K0.0%-14.4%0.002%
10/14/2025 Bernard Wealth Management Corp.1,540$164K0.1%-27.3%0.000%
10/14/2025 LongView Wealth Management11,117$1.18M0.3%+10.9%0.003%
10/14/2025 Private Client Services LLC17,121$1.82M0.6%+62.1%0.005%
10/14/2025 Seaside Wealth Management Inc.54,080$5.76M1.7%+0.7%0.015%
10/14/2025 Brighton Jones LLC11,263$1.20M0.0%+210.5%0.003%
10/14/2025 Foster Group Inc.441,859$47.05M1.5%+10.8%0.119%
10/14/2025 Harbor Group Inc.87,186$9.28M1.5%-10.4%0.023%
10/14/2025 Goelzer Investment Management Inc.2,069$220K0.0%N/A0.001%
10/14/2025 Capital Insight Partners LLC147,836$15.74M2.6%-42.9%0.040%
10/14/2025 Rockwood Wealth Management LLC295,362$31.45M2.5%-3.7%0.079%
10/10/2025 ABLE Financial Group LLC14,888$1.59M0.3%-41.6%0.004%
10/10/2025 Marion Wealth Management1,936$206K0.0%N/A0.001%
10/10/2025 Diversified Enterprises LLC91,999$9.80M0.7%+3.5%0.025%
10/10/2025 Fifth Third Securities Inc.25,890$2.76M0.2%+33.4%0.007%
10/10/2025 Spinnaker Investment Group LLC11,576$1.23M0.2%+83.5%0.003%
10/10/2025 Lineweaver Wealth Advisors LLC18,144$1.93M0.3%+5.8%0.005%
10/10/2025 Charles Schwab Trust Co180,598$19.23M1.3%+6.1%0.049%
10/10/2025 Sound Income Strategies LLC1,536$164K0.0%+15.6%0.000%
10/10/2025 Myecfo LLC12,753$1.36M0.6%-3.4%0.003%
10/10/2025 Orrstown Financial Services Inc.7,795$830K0.1%+179.8%0.002%
10/10/2025 FC Advisory LLC15,686$1.67M0.5%+15.2%0.004%
10/10/2025 Flputnam Investment Management Co.64,526$6.87M0.1%-13.0%0.017%
10/10/2025 Sharkey Howes & Javer22,829$2.43M0.3%+4.1%0.006%
10/10/2025 Envision Financial LLC8,458$901K0.5%+18.7%0.002%
10/10/2025 Falcon Wealth Planning9,147$974K0.1%+60.0%0.002%
10/10/2025 Cyndeo Wealth Partners LLC9,800$1.04M0.1%-2.7%0.003%
10/10/2025 Bowman & Co S.C.11,680$1.24M0.5%+22.4%0.003%
10/10/2025 Quotient Wealth Partners LLC249,538$26.57M0.7%+13.6%0.067%
10/10/2025 Abound Wealth Management26,809$2.86M0.7%+3.9%0.007%
10/10/2025 Advance Capital Management Inc.4,020$428K0.0%+17.8%0.001%
10/10/2025 Focus Financial Network Inc.63,113$6.72M0.2%+1.1%0.017%
10/10/2025 Shotwell Rutter Baer Inc7,023$748K0.5%-4.1%0.002%
10/10/2025 Signal Advisors Wealth LLC2,550$272K0.0%-52.8%0.001%
10/10/2025 Fiduciary Financial Group LLC84,981$9.05M1.4%+0.4%0.023%
10/9/2025 CGN Advisors LLC44,927$4.78M0.4%-41.1%0.012%
10/9/2025 Bartlett & CO. Wealth Management LLC68,289$7.27M0.1%+5.8%0.018%
10/9/2025 Independence Bank of Kentucky12,029$1.28M0.2%+66.4%0.003%
10/9/2025 AdvisorNet Financial Inc17,675$1.88M0.1%-13.7%0.005%
10/9/2025 Centurion Wealth Management LLC9,190$979K0.2%+94.1%0.002%
10/9/2025 Whitcomb & Hess Inc.2,686$286K0.1%-23.7%0.001%
10/9/2025 IVC Wealth Advisors LLC2,564$273K0.1%N/A0.001%
(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, 1,815 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. ($2.13B), Betterment LLC ($1.94B), FMR LLC ($1.46B), Creative Planning ($1.29B), Wells Fargo & Company MN ($1.13B), and LPL Financial LLC ($1.05B).Learn more on iShares National Muni Bond ETF's institutional investors.

What percentage of iShares National Muni Bond ETF's stock is owned by institutional investors?

90.19% of iShares National Muni Bond ETF's stock is owned by institutional investors. Learn more on MUB's institutional investor holdings.

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

Of the 1,622 institutional investors that purchased iShares National Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($13.89M), GAMMA Investing LLC ($13.48M), Wealthfront Advisers LLC ($7.57M), Brooklyn FI LLC ($6.97M), Envestnet Portfolio Solutions Inc. ($6.47M), Bank of America Corp DE ($5.30M), and Envestnet Asset Management Inc. ($4.69M).

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

Institutional investors have bought a total of 93,280,435 shares in the last 24 months. This purchase volume represents approximately $9.89B in transactions.

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

Of the 934 institutional investors that sold iShares National Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($11.92M), JPMorgan Chase & Co. ($5.77M), FMR LLC ($2.70M), Bank of New York Mellon Corp ($2.05M), US Bancorp DE ($1.39M), Orgel Wealth Management LLC ($1.15M), and Sei Investments Co. ($991.65K).

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

Institutional investors have sold a total of 51,852,330 shares in the last 24 months. This volume of shares sold represents approximately $5.48B in transactions.



This page (NYSEARCA:MUB) was last updated on 10/16/2025 by MarketBeat.com Staff
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