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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$103.95 -0.31 (-0.30%)
Closing price 07/11/2025 04:10 PM Eastern
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$103.95 0.00 (0.00%)
As of 07/11/2025 04:10 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)
1210
Total
Institutional Inflows
(last 12 months)
$9.13B
Number of
Institutional Sellers
(last 12 months)
837
Total
Institutional Outflows
(last 12 months)
$4.31B
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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
7/11/2025Annex Advisory Services LLC10,508$1.10M0.0%+60.3%0.003%
7/11/2025Skyline Advisors Inc.64,974$6.79M2.5%-44.5%0.018%
7/11/2025Prosperity Planning Inc.22,978$2.40M0.7%-18.0%0.006%
7/11/2025Bond & Devick Financial Network Inc.9,033$944K0.3%-26.7%0.002%
7/11/2025Trinity Wealth Management LLC29,577$3.09M1.2%-48.9%0.008%
7/11/2025Ullmann Wealth Partners Group LLC94,031$9.82M1.2%+161.6%0.025%
7/11/2025BTC Capital Management Inc.73,831$7.71M0.6%+19.6%0.020%
7/11/2025Orrstown Financial Services Inc.2,786$291K0.1%N/A0.001%
7/11/2025Hilltop Wealth Advisors LLC3,522$368K0.2%-18.1%0.001%
7/11/2025Physician Wealth Solutions Inc.25,080$2.62M1.2%-32.9%0.007%
7/11/2025Farther Finance Advisors LLC504,444$52.70M1.1%+14.3%0.136%
7/11/2025CX Institutional137,825$14.40M0.5%-49.8%0.037%
7/11/2025 UMB Bank n.a.6,184$646K0.0%+309.0%0.002%
7/11/2025AFG Fiduciary Services Limited Partnership8,241$859K0.2%+2.1%0.002%
7/11/2025Myecfo LLC13,203$1.37M0.7%-10.7%0.004%
7/11/2025Pinnacle Bancorp Inc.13,425$1.40M0.4%+21.5%0.004%
7/11/2025My Legacy Advisors LLC31,426$3.28M1.2%-3.3%0.008%
7/11/2025Rockwood Wealth Management LLC306,696$32.04M2.8%+8,381.6%0.083%
7/11/2025LongView Wealth Management10,022$1.05M0.3%-14.7%0.003%
7/11/2025SeaCrest Wealth Management LLC6,674$697K0.1%-2.6%0.002%
7/11/2025TCV Trust & Wealth Management Inc.11,919$1.25M0.1%+13.0%0.003%
7/11/2025MKD Wealth Coaches LLC21,087$2.20M2.3%-1.2%0.006%
7/11/2025Grove Bank & Trust38,689$4.04M0.5%-3.6%0.010%
7/11/2025Cypress Financial Planning LLC8,010$837K0.3%+10.3%0.002%
7/10/2025 Anderson Hoagland & Co.55,057$5.75M0.5%N/A0.015%
7/10/2025 Oliver Lagore Vanvalin Investment Group760$80K0.0%N/A0.000%
7/10/2025 Orgel Wealth Management LLC2,545,255$265.93M6.4%-24.9%0.686%
7/10/2025 AHL Investment Management Inc.25,036$2.62M1.7%N/A0.007%
7/10/2025 Legacy Financial Strategies LLC67,419$7.04M1.4%-0.7%0.018%
7/10/2025 Charter Oak Capital Management LLC3,706$387K0.0%-32.0%0.001%
7/10/2025 Voisard Asset Management Group Inc.26,168$2.73M0.7%+179.2%0.007%
7/10/2025 IMPACTfolio LLC68,065$7.11M3.4%-3.7%0.018%
7/10/2025 Redhawk Wealth Advisors Inc.10,088$1.05M0.1%+7.3%0.003%
7/10/2025 Envision Financial LLC7,126$745K0.5%+26.0%0.002%
7/10/2025 Bigelow Investment Advisors LLC4,792$501K0.2%-10.7%0.001%
7/10/2025 Affiance Financial LLC7,259$758K0.2%+7.2%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC761,845$79.44M0.1%+3.3%0.205%
7/10/2025 Sharkey Howes & Javer21,926$2.29M0.3%+10.6%0.006%
7/10/2025 High Net Worth Advisory Group LLC5,402$564K0.1%-28.7%0.001%
7/10/2025 Moller Wealth Partners71,699$7.49M1.7%+6.1%0.019%
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7/10/2025 Wedmont Private Capital496,553$51.77M2.2%+41.9%0.134%
7/10/2025 Brooklyn FI LLC154,586$16.15M4.1%+22.6%0.042%
7/10/2025 Signal Advisors Wealth LLC5,408$565K0.0%-20.7%0.001%
7/10/2025 Professional Financial Advisors LLC19,333$2.02M0.5%+4.8%0.005%
7/10/2025 Focus Financial Network Inc.62,422$6.52M0.3%-24.5%0.017%
7/10/2025 Sovran Advisors LLC41,851$4.36M0.5%+13.1%0.011%
7/9/2025 Breakwater Investment Management10,807$1.13M0.4%-9.6%0.003%
7/9/2025 Dynamic Advisor Solutions LLC30,597$3.20M0.1%+2.2%0.008%
7/9/2025 Lineweaver Wealth Advisors LLC17,144$1.79M0.3%+11.0%0.005%
7/9/2025 Pines Wealth Management LLC72,151$7.52M2.7%+3.2%0.019%
7/9/2025 Chesley Taft & Associates LLC145,181$15.17M0.7%-18.0%0.039%
7/9/2025 Seaside Wealth Management Inc.53,703$5.61M1.8%-15.8%0.014%
7/9/2025 Procyon Advisors LLC21,536$2.25M0.2%-2.8%0.006%
7/9/2025 Westshore Wealth LLC8,278$865K0.3%+68.2%0.002%
7/9/2025 Graves Light Lenhart Wealth Inc.16,654$1.74M0.2%+71.2%0.004%
7/9/2025 Pallas Capital Advisors LLC5,351$559K0.0%-28.3%0.001%
7/9/2025 Lifelong Wealth Advisors Inc.3,454$361K0.1%N/A0.001%
7/9/2025 Fermata Advisors LLC2,553$267K0.1%N/A0.001%
7/9/2025 Blodgett Wealth Advisors LLC2,739$286K0.2%N/A0.001%
7/9/2025 Keystone Wealth Services LLC16,995$1.78M0.4%-6.2%0.005%
7/9/2025 Divergent Planning LLC2,759$288K0.1%N/A0.001%
7/9/2025 Thrive Wealth Management LLC103,671$10.83M1.7%+240.2%0.028%
7/9/2025 Breakwater Capital Group16,098$1.68M0.3%-16.2%0.004%
7/9/2025 Balefire LLC2,877$301K0.1%N/A0.001%
7/9/2025 Catalyst Private Wealth LLC6,958$727K0.3%N/A0.002%
7/9/2025 Alesco Advisors LLC160,061$16.72M0.5%-6.7%0.043%
7/9/2025 Burt Wealth Advisors40,579$4.24M1.0%-40.3%0.011%
7/9/2025 Fragasso Financial Advisors Inc110,860$11.58M0.8%-0.1%0.030%
7/9/2025 Exchange Bank51,375$5.37M4.2%-17.5%0.014%
7/9/2025 GEM Asset Management LLC5,095$531K0.3%-26.8%0.001%
7/9/2025 Veracity Capital LLC9,798$1.02M0.4%+83.9%0.003%
7/9/2025 Bowman & Co S.C.9,545$997K0.4%-57.0%0.003%
7/9/2025 Riversedge Advisors LLC16,488$1.72M0.3%-8.5%0.004%
7/9/2025 Beacon Financial Group5,297$553K0.1%+7.0%0.001%
7/9/2025 Sandbox Financial Partners LLC4,998$522K0.2%+3.3%0.001%
7/9/2025 ACT Wealth Management LLC2,155$225K0.1%-54.6%0.001%
7/9/2025 MassMutual Private Wealth & Trust FSB11,706$1.22M0.0%-1.7%0.003%
7/8/2025 Lpwm LLC22,859$2.39M0.7%-55.5%0.006%
7/8/2025 Little House Capital LLC5,564$581K0.1%+2.1%0.001%
7/8/2025 Ehrlich Financial Group8,477$886K0.6%-2.9%0.002%
7/8/2025 Juncture Wealth Strategies LLC16,026$1.67M0.6%-16.6%0.004%
7/8/2025 Next Level Private LLC2,980$311K0.1%-5.6%0.001%
7/8/2025 Braun Bostich & Associates Inc.3,729$390K0.3%+69.7%0.001%
7/8/2025 Atwood & Palmer Inc.826$86K0.0%N/A0.000%
7/8/2025 Advance Capital Management Inc.3,414$357K0.0%+5.9%0.001%
7/8/2025 Paladin Wealth LLC8,287$866K0.7%+163.7%0.002%
7/8/2025 RMR Wealth Builders171,467$17.92M1.6%+5.7%0.046%
7/8/2025 21 West Wealth Management LLC58,013$6.06M6.1%N/A0.016%
7/8/2025 Apella Capital LLC175,564$18.31M0.5%-17.8%0.047%
7/8/2025 First International Bank & Trust20,006$2.09M0.7%-26.9%0.005%
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7/8/2025 Heartwood Wealth Advisors LLC12,257$1.28M0.1%-11.9%0.003%
7/8/2025 Legacy Private Trust Co.64,652$6.76M0.4%+42.8%0.017%
7/8/2025 Gradient Investments LLC127,921$13.37M0.2%+96.7%0.034%
7/8/2025 Gallacher Capital Management LLC2,924$306K0.1%-4.3%0.001%
7/8/2025 Twele Capital Management Inc.9,193$961K0.2%+5.7%0.002%
7/8/2025 Parallel Advisors LLC28,774$3.01M0.1%+22.0%0.008%
7/7/2025 Wealth Alliance Advisory Group LLC7,823$817K0.2%+8.0%0.002%
7/7/2025 Veery Capital LLC105,581$11.03M3.8%-3.3%0.028%
7/7/2025 Capital Asset Advisory Services LLC180,272$18.80M0.9%+5.6%0.049%
7/7/2025 HMS Capital Management LLC9,867$1.03M0.5%+5.5%0.003%
(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, 1,783 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 ($1.94B), FMR LLC ($1.46B), Creative Planning ($1.37B), 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 1,583 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 ($13.70M), GAMMA Investing LLC ($13.46M), Wealthfront Advisers LLC ($7.57M), Brooklyn FI LLC ($7.01M), Envestnet Portfolio Solutions Inc. ($5.91M), Envestnet Asset Management Inc. ($5.82M), 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 85,804,149 shares in the last 24 months. This purchase volume represents approximately $9.13B in transactions.

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

Of the 836 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 ($10.60M), US Bancorp DE ($3.66M), FMR LLC ($2.70M), Envestnet Portfolio Solutions Inc. ($1.72M), Bank of New York Mellon Corp ($1.51M), Orgel Wealth Management LLC ($1.33M), 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 40,484,151 shares in the last 24 months. This volume of shares sold represents approximately $4.31B in transactions.



This page (NYSEARCA:MUB) was last updated on 7/12/2025 by MarketBeat.com Staff
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