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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$104.02 -0.06 (-0.06%)
Closing price 04:10 PM Eastern
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$104.02 +0.01 (+0.00%)
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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)
1239
Total
Institutional Inflows
(last 12 months)
$9.53B
Number of
Institutional Sellers
(last 12 months)
904
Total
Institutional Outflows
(last 12 months)
$4.66B
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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
8/8/2025Tortoise Investment Management LLC12,124$1.27M0.1%-12.4%0.003%
8/8/2025 Sequoia Financial Advisors LLC1,674,873$174.99M0.5%+6.2%0.458%
8/8/2025KM Capital Management Ltd.4,763$498K0.2%N/A0.001%
8/8/2025Rockefeller Capital Management L.P.672,990$70.31M0.2%+36.9%0.184%
8/8/2025Kingsview Wealth Management LLC41,626$4.35M0.1%-46.8%0.011%
8/8/2025Citizens Financial Group Inc. RI134,359$14.04M0.2%-17.1%0.037%
8/8/2025City of London Investment Management Co. Ltd.145,388$15.19M1.4%+95.5%0.040%
8/8/2025Collaborative Wealth Managment Inc.3,819$399K0.2%-8.9%0.001%
8/8/2025Avantax Advisory Services Inc.943,092$98.53M0.5%-12.6%0.258%
8/8/2025Keyvantage Wealth LLC6,844$715K0.3%-26.2%0.002%
8/8/2025Union Savings Bank3,695$384K0.2%-33.6%0.001%
8/8/2025Cetera Investment Advisers1,621,081$169.37M0.3%+0.8%0.444%
8/8/2025Creative Planning12,339,988$1.29B1.1%-6.0%3.376%
8/8/2025Altiora Financial Group LLC7,028$734K0.1%+5.2%0.002%
8/8/2025Advisory Resource Group2,544$266K0.1%-89.7%0.001%
8/8/2025WealthShield Partners LLC69,603$7.27M0.9%-1.4%0.019%
8/8/2025Truepoint Inc.10,622$1.11M0.0%N/A0.003%
8/8/2025Meridian Wealth Management LLC12,183$1.27M0.1%-16.2%0.003%
8/8/2025Empower Advisory Group LLC3,079$322K0.0%-7.5%0.001%
8/8/2025Foundations Investment Advisors LLC46,265$4.83M0.1%+49.9%0.013%
8/8/2025Carl P. Sherr & Co. LLC10,031$1.05M0.5%-8.5%0.003%
8/8/2025Capstone Financial Advisors Inc.18,728$1.96M0.1%-3.2%0.005%
8/8/2025Investment Partners LTD.24,835$2.60M1.0%+1.8%0.007%
8/8/2025Francis Financial Inc.21,301$2.23M0.5%+30.6%0.006%
8/8/2025Smithfield Trust Co53,184$5.55M0.3%-14.0%0.015%
8/8/2025Hudock Inc.97,061$10.14M1.6%-0.2%0.027%
8/8/2025Austin Wealth Management LLC41,554$4.32M0.8%N/A0.011%
8/8/2025Bailard Inc.63,978$6.68M0.2%+17.6%0.018%
8/8/2025Renasant Bank2,000$209K0.1%-80.6%0.001%
8/8/2025Accredited Investors Inc.7,471$781K0.0%-2.6%0.002%
8/8/2025PNC Financial Services Group Inc.7,528,127$786.54M0.5%+5.2%2.060%
8/8/2025Wealth Alliance LLC27,575$2.88M0.3%+35.0%0.008%
8/8/2025Apex Wealth Management LLC2,097$219K0.2%-15.8%0.001%
8/8/2025Advyzon Investment Management LLC35,077$3.67M0.8%+144.7%0.010%
8/8/2025VeraBank N.A.3,621$378K0.1%N/A0.001%
8/7/2025 Verus Capital Partners LLC33,371$3.49M0.3%-1.8%0.009%
8/7/2025 Cascade Financial Partners LLC34,247$3.58M0.4%-13.5%0.009%
8/7/2025 CENTRAL TRUST Co2,174$227K0.0%+920.7%0.001%
8/7/2025 Nwam LLC15,806$1.64M0.1%+29.7%0.004%
8/7/2025 49 Wealth Management LLC6,859$717K0.1%+101.7%0.002%
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8/7/2025 Aspen Wealth Strategies LLC6,249$653K0.4%-13.4%0.002%
8/7/2025 Ibex Wealth Advisors9,760$1.02M0.1%-5.0%0.003%
8/7/2025 Vise Technologies Inc.89,115$9.31M0.4%N/A0.024%
8/7/2025 Cahill Financial Advisors Inc.9,598$1.00M0.1%-13.5%0.003%
8/7/2025 Allworth Financial LP379,414$39.64M0.2%+12.7%0.104%
8/7/2025 Fidelis Capital Partners LLC3,079$320K0.0%-53.6%0.001%
8/7/2025 Shared Vision Wealth Group LLC12,249$1.27M0.6%+49.6%0.003%
8/7/2025 Joseph Group Capital Management31,013$3.24M1.1%-6.5%0.008%
8/7/2025 Fonville Wealth Management LLC2,338$244K0.1%-5.5%0.001%
8/7/2025 Zions Bancorporation National Association UT30,527$3.19M0.2%+326.9%0.008%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC6,844$715K0.1%+23.2%0.002%
8/7/2025 Midwest Trust Co43,624$4.56M0.1%N/A0.012%
8/7/2025 Efficient Advisors LLC3,442$360K0.0%-58.9%0.001%
8/7/2025 Brio Consultants LLC46,851$4.90M0.7%+2.6%0.013%
8/7/2025 1ST Source Bank6,846$715K0.0%+13.9%0.002%
8/7/2025 Global Wealth Management Investment Advisory Inc.7,614$796K0.1%-27.3%0.002%
8/7/2025 Marathon Trading Investment Management LLC2,800$293K0.0%N/A0.001%
8/7/2025 Parkside Financial Bank & Trust4,259$445K0.0%-46.5%0.001%
8/7/2025 Retirement Investment Advisors Inc.354,160$37.00M3.3%+11.4%0.097%
8/6/2025 Prospera Financial Services Inc55,360$5.78M0.1%+15.9%0.015%
8/6/2025 RWA Wealth Partners LLC2,423,680$253.23M3.2%-9.7%0.663%
8/6/2025 Florin Court Capital LLP2,600$272K0.3%-70.8%0.001%
8/6/2025 Cannon Financial Strategists Inc.27,877$2.91M0.5%-57.3%0.008%
8/6/2025Summit Investment Advisors Inc.38,432$4.05M3.3%-0.8%0.011%
8/6/2025 One Wealth Capital Management LLC75,914$7.93M3.7%+0.4%0.021%
8/6/2025 AE Wealth Management LLC356,712$37.27M0.3%+2.4%0.098%
8/6/2025 Stokes Family Office LLC20,995$2.19M0.2%+3.7%0.006%
8/6/2025 Bonfire Financial2,936$307K0.3%N/A0.001%
8/6/2025 Quadrant Private Wealth Management LLC2,835$296K0.1%N/A0.001%
8/6/2025 Capasso Planning Partners LLC12,472$1.30M0.7%-20.4%0.003%
8/6/2025 Rialto Wealth Management LLC5,883$615K0.2%+2.9%0.002%
8/6/2025 Cornerstone Investment Partners LLC17,085$1.79M0.1%-9.2%0.005%
8/6/2025 Vestmark Advisory Solutions Inc.201,406$21.04M0.3%-19.5%0.055%
8/6/2025 Grey Fox Wealth Advisors LLC17,556$1.83M0.4%-25.1%0.005%
8/6/2025 Reston Wealth Management LLC3,520$368K0.1%-78.2%0.001%
8/6/2025 Bryn Mawr Trust Advisors LLC30,029$3.14M0.2%+30.1%0.008%
8/6/2025 Smart Money Group LLC25,915$2.71M0.8%+904.8%0.007%
8/6/2025 Paulson Wealth Management Inc.6,651$695K0.2%-74.8%0.002%
8/6/2025 Broadview Financial Management LLC17,318$1.81M1.2%N/A0.005%
8/6/2025 Atlas Legacy Advisors LLC4,316$451K0.1%+16.1%0.001%
8/6/2025 Savant Capital LLC67,380$7.04M0.0%-13.9%0.018%
8/6/2025 Modera Wealth Management LLC212,704$22.22M0.3%-12.4%0.058%
8/6/2025 OneAscent Family Office LLC2,008$210K0.2%-20.6%0.001%
8/6/2025 Soltis Investment Advisors LLC5,588$584K0.0%-10.5%0.002%
8/6/2025 Paladin Advisory Group LLC2,409$252K0.2%-90.6%0.001%
8/6/2025 Regimen Wealth LLC17,087$1.79M0.6%-91.7%0.005%
8/6/2025 Flagship Private Wealth LLC9,923$1.04M0.4%-16.4%0.003%
8/6/2025 Long Run Wealth Advisors LLC2,773$290K0.1%N/A0.001%
8/6/2025 Commonwealth Equity Services LLC3,059,268$319.63M0.4%-1.7%0.837%
8/6/2025 HORAN Wealth LLC3,501$366K0.1%N/A0.001%
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8/6/2025 SouthState Corp5,429$567K0.0%+134.5%0.001%
8/6/2025 Horan Securities Inc.3,860$403K0.1%-70.7%0.001%
8/6/2025 Summit Wealth Group LLC85,060$8.89M2.3%+188.3%0.023%
8/6/2025 Ethos Financial Group LLC20,571$2.15M0.2%+5.9%0.006%
8/6/2025 Stone House Investment Management LLC61,052$6.38M1.2%+35.2%0.017%
8/6/2025 Able Wealth Management LLC4,370$457K0.2%+24.6%0.001%
8/6/2025 Atlantic Union Bankshares Corp4,837$505K0.0%+4.4%0.001%
8/6/2025 Robinson Smith Wealth Advisors LLC2,066$216K0.2%-85.6%0.001%
8/6/2025 Columbia River Financial Group LLC6,159$641K0.4%-5.6%0.002%
8/6/2025 First Horizon Advisors Inc.91,974$9.61M0.2%-2.9%0.025%
(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, 1,805 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 1,609 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 ($13.46M), Wealthfront Advisers LLC ($7.57M), Brooklyn FI LLC ($6.97M), Envestnet Portfolio Solutions Inc. ($6.47M), Bank of America Corp DE ($5.30M), and US Bancorp DE ($4.80M).

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

Institutional investors have bought a total of 89,750,081 shares in the last 24 months. This purchase volume represents approximately $9.53B in transactions.

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

Of the 900 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), FMR LLC ($2.70M), Bank of New York Mellon Corp ($2.05M), US Bancorp DE ($1.39M), Orgel Wealth Management LLC ($1.15M), Envestnet Portfolio Solutions Inc. ($981.00K), and Envestnet Asset Management Inc. ($892.22K).

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

Institutional investors have sold a total of 43,944,664 shares in the last 24 months. This volume of shares sold represents approximately $4.66B in transactions.



This page (NYSEARCA:MUB) was last updated on 8/8/2025 by MarketBeat.com Staff
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