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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$107.50 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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)
1284
Total
Institutional Inflows
(last 12 months)
$7.30B
Number of
Institutional Sellers
(last 12 months)
887
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Frisco Financial Planning LLC6,577$708K0.5%+19.2%0.002%
7/2/2026 Collective Family Office LLC18,586$2M0.4%+29.4%0.004%
7/2/2026 CX Institutional237,041$25.51M0.7%-4.8%0.056%
7/2/2026 Stairway Partners LLC188,745$20.31M1.0%+8.9%0.044%
7/1/2026 Confluence Investment Management LLC30,098$3.24M0.1%-4.9%0.007%
7/1/2026 Eastern Bank3,713$400K0.0%-9.9%0.001%
7/1/2026 Global Wealth Strategies & Associates119,218$12.83M2.4%+2.2%0.029%
6/25/2026Hamilton Wealth LLC11,703$1.24M0.2%-27.6%0.003%
6/24/2026Redwood Investment Management LLC30,754$3.27M0.4%+25.6%0.008%
6/23/2026Ballast Advisors LLC2,793$296K0.1%-9.2%0.001%
6/12/2026S&A Financial Services Inc.2,389$254K0.2%N/A0.001%
6/10/2026FAS Wealth Partners Inc.18,620$1.98M0.1%-6.2%0.005%
6/8/2026First National Bank of Mount Dora Trust Investment Services15,072$1.60M0.3%+5.7%0.004%
6/8/2026Farmers National Bank12,518$1.33M0.3%+46.4%0.003%
6/4/2026Town Capital LLC10,266$1.09M0.9%+1.9%0.003%
6/3/2026Parallel Advisors LLC43,412$4.61M0.1%-6.7%0.011%
6/3/2026NewEdge Advisors LLC218,305$23.17M0.1%+10.6%0.053%
6/1/2026Foguth Wealth Management LLC.2,333$250K0.0%+20.1%0.001%
5/29/2026Asset Dedication LLC298$32K0.0%+9,833.3%0.000%
5/27/2026Allen Capital Group LLC10,130$1.08M0.1%-7.9%0.002%
5/27/2026Capasso Planning Partners LLC30,209$3.21M1.7%-7.2%0.007%
5/27/2026Westshore Wealth LLC4,373$464K0.2%-3.6%0.001%
5/22/2026Verus Capital Partners LLC36,083$3.83M0.3%-1.8%0.009%
5/19/2026Bank of America Corp DE42,113,660$4.47B0.3%+12.8%10.299%
5/19/2026Hamilton Wealth LLC35,109$3.73M0.3%+117.3%0.009%
5/19/2026Edgestream Partners L.P.44,696$4.74M0.2%-13.5%0.011%
5/19/2026Financial Insights Inc.21,991$2.33M0.8%-8.1%0.005%
5/19/2026Chesapeake Wealth Management5,110$542K0.2%+7.6%0.001%
5/19/2026Centaurus Financial Inc.1,152$122K0.0%N/A0.000%
5/19/2026Strategic Investment Advisors MI10,335$1.09M0.1%+22.9%0.003%
5/19/2026Ashton Thomas Securities LLC7,060$749K0.1%N/A0.002%
5/19/2026Arkadios Wealth Advisors35,907$3.81M0.1%+23.9%0.009%
5/19/2026IFS Group LLC5,345$567K0.5%N/A0.001%
5/18/2026Sunbelt Securities Inc.925$98K0.0%-10.5%0.000%
5/18/2026Gould Capital LLC1,073$114K0.1%+49.7%0.000%
5/18/2026EverSource Wealth Advisors LLC4,416$469K0.0%+12.4%0.001%
5/18/2026Rivernorth Capital Management LLC336,951$35.77M1.8%+271.0%0.082%
5/18/2026Royal Bank of Canada1,258,347$133.57M0.0%-2.3%0.308%
5/18/2026Eley Financial Management Inc7,221$762K0.3%+22.7%0.002%
5/18/2026Evelyn Partners Asset Management Ltd2,090$222K0.1%N/A0.001%
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5/16/2026IMG Wealth Management Inc.241$26K0.0%+79.9%0.000%
5/16/2026Quantinno Capital Management LP63,807$6.77M0.0%+39.4%0.016%
5/15/2026Northeast Financial Group Inc.121,903$12.94M3.2%-19.5%0.030%
5/15/2026Gateway Wealth Partners LLC35,301$3.75M0.1%+393.3%0.009%
5/15/2026Turim 21 Investimentos Ltda.1,514$161K0.0%N/A0.000%
5/15/2026Blue Chip Partners LLC13,896$1.48M0.1%+191.9%0.003%
5/15/2026Cypress Capital Group12,751$1.35M0.2%-18.3%0.003%
5/15/2026FreeGulliver LLC3,812$405K0.2%+3.8%0.001%
5/15/2026Matrix Private Capital Group LLC3,600$382K0.2%N/A0.001%
5/15/2026Waverly Advisors LLC114,968$12.20M0.1%-2.1%0.028%
5/15/2026Wealth Alliance LLC27,698$2.94M0.3%-81.4%0.007%
5/14/2026Renaissance Technologies LLC94,700$10.05M0.0%-26.5%0.023%
5/14/2026Hilltop Holdings Inc.9,304$988K0.1%+16.8%0.002%
5/14/2026Rockbridge Investment Management LCC7,022$745K0.1%-2.6%0.002%
5/14/2026Pennington Partners & CO. LLC3,073$326K0.1%-8.6%0.001%
5/14/2026GC Wealth Management RIA LLC14,439$1.53M0.1%N/A0.004%
5/14/2026Compound Planning Inc.133,357$14.16M0.4%+121.8%0.033%
5/14/2026Modern Wealth Management LLC28,300$3.01M0.1%+21.8%0.007%
5/14/2026Keebeck Wealth Management136,864$14.53M1.6%+84.4%0.033%
5/14/2026Gibbs Wealth Management12,074$1.28M0.2%+42.4%0.003%
5/14/2026Sei Investments Co.5,274,695$559.91M0.5%+0.1%1.290%
5/14/2026Lido Advisors LLC136,015$14.44M0.0%-1.9%0.033%
5/13/2026Cetera Investment Advisers3,210,936$340.84M0.4%+14.9%0.785%
5/13/2026Wealthspire Retirement LLC7,193$764K0.0%-2.1%0.002%
5/13/2026Clearwater Capital Advisors LLC135,950$14.43M1.2%+1.4%0.033%
5/13/2026Godshalk Welsh Capital Management Inc.11,550$1.23M0.7%-5.7%0.003%
5/13/2026NewEdge Wealth LLC90,912$9.65M0.1%-3.6%0.022%
5/13/2026Alpha Financial Partners LLC55,794$5.92M3.5%+6.4%0.014%
5/13/2026Petra Financial Advisors Inc.11,495$1.22M0.8%-5.4%0.003%
5/13/2026WealthCollab LLC100,225$10.64M4.4%+7.3%0.025%
5/13/2026First Citizens Bank & Trust Co.204,025$21.66M0.4%-7.0%0.050%
5/13/2026Alesco Advisors LLC An ESL Co215,352$22.86M0.6%+10.6%0.053%
5/13/2026First Trust Advisors LP8,680$921K0.0%+12.4%0.002%
5/12/2026CacheTech Inc.3,354$356K0.1%N/A0.001%
5/8/2026PNC Financial Services Group Inc.7,185,272$762.72M0.4%-2.1%1.757%
5/8/2026HORAN Wealth LLC16,752$1.79M0.2%+100.0%0.004%
5/8/2026Glenview Trust Co8,759$930K0.0%+5.6%0.002%
5/8/2026DUTCH ASSET Corp7,753$823K0.6%+56.6%0.002%
5/8/2026Summit Global Investments3,558$378K0.0%-10.7%0.001%
5/8/2026Cassaday & Co Wealth Management LLC702$75K0.0%N/A0.000%
5/8/2026Rice Partnership LLC470$50K0.0%-25.6%0.000%
5/8/2026Johnson Financial Group Inc.41,106$4.36M0.2%-8.9%0.010%
5/8/2026ESL Trust Services LLC660$70K0.0%-18.3%0.000%
5/7/2026Legacy Wealth Managment LLC ID424$45K0.0%N/A0.000%
5/7/2026Florida Financial Advisors LLC4,131$439K0.1%+9.1%0.001%
5/7/2026AlTi Global Inc.108,508$11.52M0.3%-0.9%0.027%
5/7/2026Basepoint Wealth LLC638$68K0.0%+29.1%0.000%
5/7/2026Lowe Brockenbrough & Co. Inc.18,239$1.94M0.1%-4.0%0.004%
5/7/2026Balefire LLC6,624$703K0.1%+25.5%0.002%
5/7/2026Parallel Advisors LLC43,412$4.61M0.1%-6.7%0.011%
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5/7/2026AlphaCentric Advisors LLC1,227$130K0.1%+12.1%0.000%
5/7/2026Planning Alternatives Ltd. ADV13,501$1.43M0.2%+13.5%0.003%
5/7/2026Little House Capital LLC7,550$801K0.2%+40.0%0.002%
5/7/2026Vision Retirement LLC13,700$1.45M0.4%-29.1%0.003%
5/7/2026Precision Wealth Strategies LLC20,717$2.20M0.7%-10.0%0.005%
5/7/2026Windward Private Wealth Management Inc.26,766$2.84M1.0%+0.4%0.007%
5/7/2026Spartan Wealth Advisory Services LLC44,800$4.76M0.4%N/A0.011%
5/7/2026White & Co Financial Planning Inc17,793$1.89M1.3%+8.3%0.004%
5/6/2026Aviance Capital Partners LLC1,959$208K0.0%-15.9%0.000%
5/6/2026German American Bancorp Inc.133,184$14.14M1.2%-4.0%0.033%


MUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,888 institutional investors and hedge funds held shares of iShares National Muni Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.47B), Betterment LLC ($2.03B), Envestnet Asset Management Inc. ($1.52B), FMR LLC ($1.46B), Creative Planning ($1.40B), LPL Financial LLC ($1.19B), and Fisher Asset Management LLC ($1.15B).Learn more on iShares National Muni Bond ETF's 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.

Of the 1,712 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: Bank of America Corp DE ($16.87M), GAMMA Investing LLC ($13.45M), Brooklyn FI LLC ($6.91M), Fisher Asset Management LLC ($5.49M), Allstate Corp ($4.19M), LPL Financial LLC ($4.15M), and US Bancorp DE ($3.74M).

Institutional investors have bought a total of 68,811,089 shares in the last 24 months. This purchase volume represents approximately $7.30B in transactions.

Of the 887 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: Envestnet Asset Management Inc. ($6.08M), JPMorgan Chase & Co. ($5.19M), Northwestern Mutual Wealth Management Co. ($4.74M), Envestnet Portfolio Solutions Inc. ($3.22M), First Citizens Bank & Trust Co. ($2.59M), Wealthfront Advisers LLC ($2.27M), and US Bancorp DE ($2.11M).

Institutional investors have sold a total of 51,729,963 shares in the last 24 months. This volume of shares sold represents approximately $5.48B in transactions.


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This page (NYSEARCA:MUB) was last updated on 7/6/2026 by MarketBeat.com Staff.
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