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iShares National Muni Bond ETF (MUB) Institutional Ownership

+0.79 (+0.74%)
(As of 12:22 PM ET)

Institutional Ownership Changes (13F Filings) for iShares National Muni Bond ETF (NYSEARCA:MUB)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
6/11/2024 EverSource Wealth Advisors LLC16,639$1.77M0.1%+131.3%0.005%
6/10/2024 Hamilton Wealth LLC29,214$3.14M1.0%+109.9%0.008%
5/31/2024 First Citizens Financial Corp3,987$429K0.3%+14.1%0.001%
5/30/2024 Cambridge Trust Co.6,352$683K0.0%-39.4%0.002%
5/30/2024 Peninsula Wealth LLC56,952$6.13M0.8%N/A0.016%
5/29/2024 Soltis Investment Advisors LLC2,646$285K0.0%N/A0.001%
5/24/2024 Cetera Advisor Networks LLC686,905$73.91M0.4%+0.9%0.199%
5/24/2024 Cetera Advisors LLC228,103$24.54M0.2%+58.4%0.066%
5/24/2024 Cetera Investment Advisers1,494,691$160.83M0.4%+125.7%0.433%
5/24/2024 Invst LLC7,264$777K0.1%+46.3%0.002%
5/23/2024 FSA Advisors Inc.4,030$434K0.5%+2.9%0.001%
5/22/2024 Cedar Point Capital Partners LLC25,159$2.71M2.1%+4.1%0.007%
5/21/2024 Atria Investments Inc90,936$9.79M0.1%-1.7%0.026%
5/20/2024Strategic Wealth Partners Ltd.3,524$379K0.0%+62.8%0.001%
5/17/2024 Citizens Financial Group Inc. RI167,139$17.98M0.6%-11.8%0.048%
5/17/2024 First Citizens Asset Management Inc.175,217$18.85M5.5%-14.4%0.051%
5/17/2024 Advisory Resource Group17,793$1.92M0.4%+2.7%0.005%
5/17/2024 Hancock Whitney Corp45,901$4.94M0.2%-39.0%0.013%
5/17/2024 Comerica Bank354,091$38.10M0.2%-1.3%0.103%
5/17/2024 Tidal Investments LLC7,024$756K0.0%-24.9%0.002%
5/16/2024 Jane Street Group LLC2,777,111$298.82M0.1%-46.1%0.804%
5/16/2024 Redwood Investment Management LLC17,154$1.85M0.2%+244.7%0.005%
5/16/2024 B. Riley Wealth Advisors Inc.15,279$1.57M0.0%+26.2%0.004%
5/16/2024 Dynasty Wealth Management LLC179,771$19.34M0.6%N/A0.052%
5/16/2024 High Falls Advisors Inc45,233$4.87M1.2%-6.1%0.013%
5/16/2024 Icon Wealth Advisors LLC242,990$26.15M2.4%-1.6%0.070%
5/16/2024 Waverly Advisors LLC109,874$11.82M0.3%+21.6%0.032%
5/16/2024 Captrust Financial Advisors889,970$95.76M0.3%+28.9%0.258%
5/16/2024 Waterford Advisors LLC63,603$6.84M2.9%+3.5%0.018%
5/15/2024 Ascent Group LLC15,668$1.69M0.1%+2.5%0.005%
5/15/2024 SVB Wealth LLC154,025$16.57M0.4%+47.9%0.045%
5/15/2024 Flow Traders U.S. LLC108,228$11.65M0.6%-67.2%0.031%
5/15/2024 Mount Yale Investment Advisors LLC7,930$853K0.1%-75.7%0.002%
5/15/2024 Evergreen Wealth Solutions LLC17,156$1.85M1.4%+1.1%0.005%
5/15/2024 Beaird Harris Wealth Management LLC27,414$2.95M0.3%+0.5%0.008%
5/15/2024 Manhattan West Asset Management LLC90,123$9.70M2.3%+13.6%0.026%
5/15/2024 Fairview Capital Investment Management LLC50,147$5.40M0.3%+295.0%0.015%
5/15/2024 Price T Rowe Associates Inc. MD2,500$269K0.0%-7.4%0.001%
5/15/2024 Kestra Advisory Services LLC170,606$18.36M0.1%+38.1%0.049%
5/15/2024 Steel Grove Capital Advisors LLC61,905$6.66M0.2%-31.0%0.018%
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5/15/2024 Lazard Asset Management LLC86,952$9.36M0.0%+3.4%0.025%
5/15/2024 Linscomb Wealth Inc.4,352$468K0.0%-20.6%0.001%
5/14/2024 Biltmore Family Office LLC49,294$5.30M1.0%+33.1%0.014%
5/14/2024 Axxcess Wealth Management LLC183,021$19.69M0.5%+40.1%0.053%
5/14/2024 EP Wealth Advisors LLC951,324$102.36M1.2%-9.0%0.276%
5/14/2024 OLD Mission Capital LLC235,191$25.31M0.4%-40.6%0.068%
5/14/2024 Freestone Capital Holdings LLC93,803$10.09M0.4%-0.2%0.027%
5/14/2024 CreativeOne Wealth LLC31,227$3.36M0.1%+18.9%0.009%
5/14/2024 Sax Wealth Advisors LLC15,551$1.67M0.2%+43.9%0.005%
5/14/2024 Northwest Wealth Management LLC3,580$385K0.1%-4.0%0.001%
5/14/2024 Crewe Advisors LLC105,518$11.35M1.3%+52.0%0.031%
5/14/2024 Oxford Financial Group LTD. LLC956,554$102.93M7.1%-1.8%0.277%
5/14/2024 Lake Street Advisors Group LLC313,118$33.69M1.6%+0.2%0.091%
5/13/2024 Bessemer Group Inc.503,565$54.18M0.1%-36.3%0.146%
5/13/2024 O Shaughnessy Asset Management LLC100,427$10.81M0.1%+17.2%0.029%
5/13/2024 Ameritas Investment Partners Inc.38,693$4.16M0.1%-39.1%0.011%
5/13/2024 Rockport Wealth LLC2,859$306K0.1%N/A0.001%
5/13/2024 PAX Financial Group LLC4,305$463K0.1%+28.1%0.001%
5/11/2024 Trustmark National Bank Trust Department2,627$283K0.0%-6.8%0.001%
5/11/2024 Alley Investment Management Company LLC113,970$12.26M1.7%+2.9%0.033%
5/11/2024 Covestor Ltd2,595$279K0.2%+13.6%0.001%
5/11/2024 Beaumont Financial Advisors LLC14,603$1.57M0.1%+21.1%0.004%
5/11/2024 ESL Trust Services LLC363$39K0.0%N/A0.000%
5/11/2024 Edgestream Partners L.P.5,620$605K0.0%N/A0.002%
5/11/2024 Hirtle Callaghan & Co LLC54,134$5.83M0.2%+0.4%0.016%
5/11/2024 Patten & Patten Inc. TN11,240$1.21M0.1%N/A0.003%
5/10/2024 Allstate Corp189,735$20.42M1.4%-84.6%0.055%
5/10/2024 Osaic Holdings Inc.796,289$85.69M0.2%-45.5%0.231%
5/10/2024 TIAA Trust National Association4,269,120$459.36M1.4%+6.8%1.237%
5/10/2024 Alera Investment Advisors LLC173,779$18.70M2.5%-4.9%0.050%
5/10/2024 City of London Investment Management Co. Ltd.29,410$3.17M0.3%N/A0.009%
5/10/2024 Nicolet Advisory Services LLC120,939$12.93M1.3%+3.7%0.035%
5/10/2024 Pinnacle Wealth Planning Services Inc.5,153$554K0.1%-14.9%0.001%
5/10/2024 Chesapeake Capital Corp IL22,605$2.43M1.8%-25.7%0.007%
5/10/2024 Towercrest Capital Management120,791$13.00M2.2%+2.5%0.035%
5/10/2024 First Foundation Advisors22,755$2.45M0.1%+60.0%0.007%
5/10/2024 Bright Financial Advisors Inc.3,295$350K0.3%N/A0.001%
5/10/2024 Motco774$83K0.0%-61.6%0.000%
5/10/2024 Truepoint Inc.12,501$1.35M0.0%+76.0%0.004%
5/10/2024 1ST Source Bank6,524$702K0.0%+6.5%0.002%
5/10/2024 Wintrust Investments LLC12,393$1.33M0.1%-2.9%0.004%
5/10/2024 Lindenwold Advisors INC105,335$11.33M6.1%+27.7%0.031%
5/10/2024 Horizon Family Wealth Inc.22,422$2.41M1.9%+53.8%0.006%
5/10/2024 Nwam LLC15,274$1.64M0.1%+9.0%0.004%
5/10/2024 Reston Wealth Management LLC78,310$8.43M3.4%N/A0.023%
5/9/2024 Forum Financial Management LP438,809$47.22M0.8%+12.4%0.127%
5/9/2024 RFP Financial Group LLC64,328$6.92M2.7%+4.5%0.019%
5/9/2024 Dorsey & Whitney Trust CO LLC18,210$1.96M0.1%-21.2%0.005%
5/9/2024 ProVise Management Group LLC11,861$1.28M0.1%-20.0%0.003%
5/9/2024 Private Portfolio Partners LLC12,268$1.32M0.3%-9.5%0.004%
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5/9/2024 Blair William & Co. IL35,030$3.77M0.0%+31.6%0.010%
5/9/2024 Orion Portfolio Solutions LLC552,663$59.47M0.6%+1.5%0.160%
5/9/2024 Maple Capital Management Inc.6,486$698K0.1%-1.7%0.002%
5/9/2024 HBK Sorce Advisory LLC9,303$1.00M0.0%-10.4%0.003%
5/9/2024 Kingsview Wealth Management LLC42,721$4.60M0.1%-3.4%0.012%
5/9/2024 Clearwater Capital Advisors LLC181,008$19.48M2.1%-3.0%0.052%
5/9/2024 Ledyard National Bank201,040$21.63M2.1%+10.7%0.058%
5/9/2024 TBH Global Asset Management LLC46,427$5.00M1.0%+43.7%0.013%
5/9/2024 SageView Advisory Group LLC109,201$11.75M0.6%-45.4%0.032%
5/9/2024 Charles Schwab Investment Advisory Inc.8,618,722$927.37M1.3%-4.0%2.497%
(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, 1,615 institutional investors and hedge funds held shares of iShares National Muni Bond ETF. The most heavily invested institutionals were FMR LLC ($2.51B), Bank of America Corp DE ($2.22B), Envestnet Asset Management Inc. ($1.77B), Creative Planning ($1.16B), Bank of New York Mellon Corp ($1.10B), Betterment LLC ($1.05B), and JPMorgan Chase & Co. ($1.01B).Learn more on MUB's institutional investors.

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

Of the 1,431 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: FMR LLC ($15.36M), TIAA Trust National Association ($12.67M), JPMorgan Chase & Co. ($10.78M), Wealthfront Advisers LLC ($9.81M), Envestnet Asset Management Inc. ($8.70M), Envestnet Portfolio Solutions Inc. ($5.91M), and Charles Schwab Investment Advisory Inc. ($4.36M).

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

Institutional investors have bought a total of 194,146,222 shares in the last 24 months. This purchase volume represents approximately $20.51B in transactions.

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

Of the 1,060 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: TIAA Trust National Association ($8.40M), FMR LLC ($5.40M), Charles Schwab Investment Advisory Inc. ($5.27M), Envestnet Asset Management Inc. ($4.71M), TIAA FSB ($3.68M), Fisher Asset Management LLC ($3.25M), and Bank of America Corp DE ($3.00M).

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

Institutional investors have sold a total of 92,939,460 shares in the last 24 months. This volume of shares sold represents approximately $9.85B in transactions.

This page (NYSEARCA:MUB) was last updated on 6/12/2024 by Staff

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