Free Trial
Investment Research Tools for the A.I. EraStart My Trial

iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$106.52 -0.06 (-0.05%)
As of 11:53 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
1268
Total
Institutional Inflows
(last 12 months)
$9.95B
Number of
Institutional Sellers
(last 12 months)
937
Total
Institutional Outflows
(last 12 months)
$5.44B
Get MUB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares National Muni Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MUB Institutional Buying and Selling by Quarter

iShares National Muni Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Affinity Capital Advisors LLC2,114$225K0.0%N/A0.001%
10/9/2025Allodium Investment Consultants LLC3,617$385K0.2%+6.1%0.001%
10/9/2025Dynamic Advisor Solutions LLC28,543$3.04M0.1%-6.7%0.008%
10/9/2025Cypress Financial Planning LLC8,634$919K0.3%+7.8%0.002%
10/9/2025Prosperity Planning Inc.23,143$2.47M0.7%+0.7%0.006%
10/9/2025Riversedge Advisors LLC15,932$1.70M0.3%-3.4%0.004%
10/9/2025Pacifica Partners Inc.2,099$223K0.1%-8.7%0.001%
10/8/2025Hilltop National Bank3,884$414K0.1%-3.6%0.001%
10/8/2025Armstrong Advisory Group Inc.7,183$765K0.1%-6.1%0.002%
10/8/2025Firethorn Wealth Partners LLC5,263$560K0.2%+29.6%0.001%
10/8/2025Retirement Wealth Solutions LLC16,656$1.77M1.2%-21.2%0.004%
10/8/2025Sincerus Advisory LLC32,479$3.46M3.0%+12.3%0.009%
10/8/2025Legacy Private Trust Co.80,970$8.62M0.5%+25.2%0.022%
10/8/2025Kwmg LLC21,337$2.27M0.2%+13.7%0.006%
10/8/2025Wedmont Private Capital497,248$52.98M2.0%+0.1%0.134%
10/8/2025Chesley Taft & Associates LLC143,276$15.26M0.6%-1.3%0.039%
10/8/2025Balefire LLC5,123$546K0.1%+78.1%0.001%
10/8/2025Country Club Bank6,315$672K0.0%-7.9%0.002%
10/8/2025McNaughton Wealth Management LLC29,579$3.15M1.3%+5.4%0.008%
10/8/2025Trinity Wealth Management LLC31,549$3.36M1.3%+6.7%0.009%
10/8/2025Veracity Capital LLC8,925$950K0.3%-8.9%0.002%
10/8/2025Accel Wealth Management3,236$345K0.1%-6.4%0.001%
10/8/2025Beacon Financial Group4,923$524K0.1%-7.1%0.001%
10/7/2025 TCP Asset Management LLC5,621$599K0.1%-18.9%0.002%
10/7/2025 Cooper Financial Group3,606$384K0.0%N/A0.001%
10/7/2025 Montecito Bank & Trust6,060$645K0.1%N/A0.002%
10/7/2025 FOCUS Wealth Advisors LLC4,466$476K0.2%+3.5%0.001%
10/7/2025 Heritage Family Offices LLP2,715$289K0.1%-55.0%0.001%
10/7/2025 First International Bank & Trust20,206$2.15M0.7%+1.0%0.005%
10/7/2025 Acropolis Investment Management LLC72,880$7.61M0.4%+12.0%0.020%
10/7/2025 Defined Wealth Management LLC1,905$203K0.1%-9.1%0.001%
10/7/2025 ST Germain D J Co. Inc.78,365$8.35M0.3%-1.9%0.021%
10/7/2025 Canandaigua National Trust Co of Florida4,419$471K0.4%+6.5%0.001%
10/7/2025 MKD Wealth Coaches LLC21,299$2.27M2.3%+1.0%0.006%
10/7/2025 Proathlete Wealth Management LLC57,883$6.16M1.8%+6.3%0.016%
10/7/2025 KFG Wealth Management LLC1,956$208K0.0%-15.8%0.001%
10/7/2025 Traphagen Investment Advisors LLC47,898$5.10M0.4%+10.9%0.013%
10/7/2025 Graves Light Lenhart Wealth Inc.16,546$1.76M0.2%-0.6%0.004%
10/7/2025 Thrive Wealth Management LLC33,896$3.61M0.5%-67.3%0.009%
10/7/2025 Wiser Wealth Management Inc5,953$634K0.1%+10.1%0.002%
10/6/2025 Orgel Wealth Management LLC2,569,238$273.60M6.2%+0.9%0.694%
10/6/2025 Boston Standard Wealth Management LLC202,880$21.61M3.6%-12.9%0.055%
10/6/2025 Fragasso Financial Advisors Inc91,314$9.71M0.6%-17.6%0.025%
10/6/2025 Collective Family Office LLC16,463$1.75M0.4%+2.8%0.004%
10/6/2025 Gradient Investments LLC196,005$20.87M0.3%+53.2%0.053%
10/6/2025 Moller Wealth Partners74,345$7.92M1.7%+3.7%0.020%
10/6/2025 Insight Wealth Strategies LLC36,396$3.88M0.5%-0.5%0.010%
10/6/2025 Boltwood Capital Management1,889$201K0.1%N/A0.001%
10/6/2025 Grove Bank & Trust33,757$3.60M0.4%-12.7%0.009%
10/6/2025 Nilsine Partners LLC8,792$936K0.1%-2.0%0.002%
10/6/2025 Cambridge Financial Group LLC6,794$723K0.2%N/A0.002%
10/3/2025 KFA Private Wealth Group LLC3,180$339K0.1%-39.0%0.001%
10/3/2025 First Citizens Financial Corp1,889$201K0.1%N/A0.001%
10/3/2025 IMPACTfolio LLC75,481$8.04M3.5%+10.9%0.020%
10/3/2025 Breakwater Investment Management8,315$885K0.3%-23.1%0.002%
10/3/2025 Stairway Partners LLC150,213$16.00M0.8%-5.2%0.041%
10/2/2025 GAMMA Investing LLC138,830$14.78M0.8%+24.5%0.037%
10/2/2025 AHL Investment Management Inc.29,961$3.19M2.2%+19.7%0.008%
10/2/2025 Helen Stephens Group LLC19,330$2.06M0.5%-7.5%0.005%
10/2/2025 Capital Asset Advisory Services LLC176,973$18.85M0.8%-1.8%0.048%
10/2/2025 Global Wealth Strategies & Associates103,739$11.05M2.8%+9.6%0.028%
10/2/2025 Hiley Hunt Wealth Management3,677$392K0.2%-40.4%0.001%
10/1/2025 Farmers Trust Co.4,332$461K0.1%-4.4%0.001%
10/1/2025 Hobart Private Capital LLC21,892$2.33M0.5%+23.1%0.006%
9/26/2025Corient Private Wealth LLC816,850$85.35M0.1%+21.7%0.221%
9/22/2025Caldwell Trust Co29,089$3.04M0.3%N/A0.008%
9/19/2025Watts Gwilliam & Co. LLC2,086$222K0.0%-25.3%0.001%
9/12/2025Valeo Financial Advisors LLC42,033$4.39M0.1%+1,443.6%0.011%
9/9/2025NWF Advisory Services Inc.2,224$232K0.0%+13.9%0.001%
9/4/2025SevenBridge Financial Group LLC30,973$3.23M0.6%-6.9%0.008%
9/4/2025Osaic Holdings Inc.894,488$93.62M0.2%+47.3%0.241%
8/29/2025Evolution Wealth Management Inc.419$44K0.1%N/A0.000%
8/29/2025Total Investment Management Inc.320$33K0.0%N/A0.000%
8/28/2025Midwestern Financial LLC IA9,953$1.04M1.0%N/A0.003%
8/27/2025Orion Porfolio Solutions LLC688,042$71.89M0.6%+21.5%0.186%
8/26/2025Thrivent Financial for Lutherans71,792$7.50M0.0%-80.5%0.019%
8/25/2025Promus Capital LLC1,550$162K0.1%+3,129.2%0.000%
8/21/2025Clarion Wealth Managment Partners LLC5,570$582K0.6%N/A0.002%
8/20/2025Tull Financial Group Inc.5,446$569K0.3%N/A0.001%
8/20/2025North Dallas Bank & Trust Co.57,506$6.01M4.6%N/A0.016%
8/20/2025Forefront Wealth Partners LLC18,711$1.99M1.3%+20.3%0.005%
8/19/2025B. Riley Wealth Advisors Inc.7,985$834K0.0%N/A0.002%
8/19/2025Cape Investment Advisory Inc.2,528$264K0.1%+36.2%0.001%
8/19/2025Advisory Services Network LLC127,589$13.25M0.2%-0.1%0.034%
8/19/2025Hohimer Wealth Management LLC19,474$2.04M0.4%-30.2%0.005%
8/18/2025N.E.W. Advisory Services LLC236$25K0.0%-50.0%0.000%
8/18/2025Geneos Wealth Management Inc.44,405$4.64M0.1%-19.2%0.012%
8/18/2025Hollencrest Capital Management253$26K0.0%N/A0.000%
8/18/2025Kestra Investment Management LLC419,810$43.86M1.3%+17.8%0.113%
8/18/2025Goodman Advisory Group LLC4,756$497K0.2%N/A0.001%
8/16/2025Headlands Technologies LLC1,740$182K0.0%N/A0.000%
8/15/2025Strategic Investment Advisors MI8,812$921K0.1%-5.1%0.002%
8/15/2025High Falls Advisors Inc58,938$6.16M1.4%-23.5%0.016%
8/15/2025FFT Wealth Management LLC28,951$3.01M0.6%-52.0%0.008%
8/15/2025LGL Partners LLC2,044$213K0.1%-23.9%0.001%
8/15/2025Binnacle Investments Inc3,672$384K0.2%-14.5%0.001%
8/15/2025Brown Financial Advisors3,601$376K0.1%N/A0.001%
8/15/2025Corient Private Wealth LLC817,151$85.38M0.1%+21.8%0.221%
8/15/2025WealthCollab LLC65,430$6.84M3.8%+11.2%0.018%
8/15/2025Equitable Holdings Inc.406,057$42.43M0.3%+11.7%0.110%
(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, 1,823 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 1,627 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 93,773,508 shares in the last 24 months. This purchase volume represents approximately $9.95B in transactions.

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

Of the 935 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 51,465,791 shares in the last 24 months. This volume of shares sold represents approximately $5.44B in transactions.


Related Companies

This page (NYSEARCA:MUB) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Building The Infrastructure for the Coming Financial Reset
While China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...
Intellistake | Sponsoredtc pixel
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
A Huge Shift Is Underway in America
Wall Street legend issues chilling new warning: "I've never seen anything as dangerous as this" The man who...
Stansberry Research | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel