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iShares National Muni Bond ETF (MUB) Institutional Ownership

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$106.12
-0.01 (-0.01%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares National Muni Bond ETF (NYSEARCA:MUB)

Number of
Institutional Buyers
(last 12 months)
1038
Total
Institutional Inflows
(last 12 months)
$10.43B
Number of
Institutional Sellers
(last 12 months)
751
Total
Institutional Outflows
(last 12 months)
$4.85B
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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
4/27/2024Fonville Wealth Management LLC2,197$236K0.1%+12.0%0.001%
4/27/2024DORVAL Corp12,625$1.36M0.6%+1.5%0.004%
4/26/2024Pinnacle Associates Ltd.15,226$1.64M0.0%+13.3%0.004%
4/26/2024Sterling Investment Counsel LLC20,390$2.19M1.0%-29.1%0.006%
4/26/2024RCS Financial Planning LLC9,578$1.03M0.6%+21.1%0.003%
4/26/2024MBA Advisors LLC3,007$324K0.2%-13.2%0.001%
4/26/2024LifeSteps Financial Inc.448$48K0.0%N/A0.000%
4/26/2024Schmidt P J Investment Management Inc.3,048$328K0.1%+8.2%0.001%
4/26/2024Opus Capital Group LLC88,990$9.58M1.4%-1.4%0.026%
4/26/2024First National Trust Co64,407$6.93M0.3%+3.9%0.019%
4/26/2024McKinley Carter Wealth Services Inc.120,658$12.98M0.9%+12.6%0.035%
4/26/2024Bond & Devick Financial Network Inc.9,630$1.04M0.6%-8.3%0.003%
4/26/2024Clear Creek Financial Management LLC3,092$333K0.0%-13.8%0.001%
4/26/2024Members Trust Co8,319$895K0.0%+2.1%0.002%
4/26/2024Chicago Partners Investment Group LLC41,781$4.45M0.2%-5.2%0.012%
4/26/2024 Mesirow Financial Investment Management Inc.2,594$279K0.0%N/A0.001%
4/26/2024MONECO Advisors LLC2,074$223K0.0%+10.1%0.001%
4/26/2024LifePro Asset Management22,257$2.40M1.6%-14.1%0.006%
4/26/2024Sigma Investment Counselors Inc.7,773$836K0.0%-1.5%0.002%
4/26/2024Verdence Capital Advisors LLC11,387$1.23M0.1%+6.2%0.003%
4/26/2024Robinson Smith Wealth Advisors LLC16,190$1.74M1.7%+4.6%0.005%
4/26/2024Financial Insights Inc.37,926$4.08M1.2%-19.4%0.011%
4/26/2024Checchi Capital Advisers LLC18,324$1.97M0.2%+12.7%0.005%
4/26/2024Latitude Advisors LLC1,891$204K0.1%N/A0.001%
4/26/2024Tritonpoint Wealth LLC4,966$534K0.1%-24.3%0.001%
4/26/2024Meridian Wealth Management LLC13,748$1.48M0.2%-13.9%0.004%
4/26/2024Oakwell Private Wealth Management LLC74,535$8.02M2.4%+2.9%0.021%
4/26/2024Bogart Wealth LLC1,070$115K0.0%+98.9%0.000%
4/25/2024Allworth Financial LP246,191$26.49M0.2%+9.3%0.071%
4/25/2024Bear Mountain Capital Inc.196,870$20.94M9.0%+0.8%0.057%
4/25/2024Cardinal Strategic Wealth Guidance197,958$21.30M8.0%+3.0%0.057%
4/25/2024W Advisors LLC8,589$924K0.6%-30.3%0.002%
4/25/2024Values Added Financial LLC5,583$601K0.5%+29.7%0.002%
4/25/2024Lodestar Private Asset Management LLC15,121$1.63M0.2%+5.2%0.004%
4/25/2024TRUE Private Wealth Advisors5,633$606K0.1%-17.8%0.002%
4/25/2024Bank of New York Mellon Corp10,245,552$1.10B0.2%-5.8%2.955%
4/25/2024TNF LLC50,624$5.39M2.1%+7.0%0.015%
4/25/2024Regis Management CO LLC3,800$409K0.1%+18.8%0.001%
4/25/2024Professional Financial Advisors LLC14,402$1.55M0.4%+33.0%0.004%
4/25/2024Capital Investment Advisory Services LLC14,062$1.51M0.2%+11.8%0.004%
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4/25/2024HTLF Bank8,124$874K0.1%+25.2%0.002%
4/25/202425 LLC88,054$9.48M4.6%+9.7%0.025%
4/25/2024Armor Investment Advisors LLC23,458$2.52M1.2%+7.2%0.007%
4/25/2024Eudaimonia Partners LLC3,000$323K0.1%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC2,344$249K0.0%+8.8%0.001%
4/25/2024Tilson Financial Group Inc.29,083$3.13M1.7%+3.4%0.008%
4/25/2024Presidio Capital Management LLC4,496$484K0.4%+111.0%0.001%
4/25/2024 IFG Advisors LLC8,953$963K0.2%+12.7%0.003%
4/25/2024 Summit Financial LLC32,893$3.54M0.2%+21.9%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.254,230$27.36M0.1%-3.6%0.073%
4/24/2024 Private Trust Co. NA24,986$2.69M0.3%+3.8%0.007%
4/24/2024 Leavell Investment Management Inc.2,350$253K0.0%-11.9%0.001%
4/24/2024 Patton Albertson Miller Group LLC33,957$3.65M0.5%+2.2%0.010%
4/24/2024 Zhang Financial LLC35,227$3.79M0.3%+6.3%0.010%
4/24/2024 1900 Wealth Management LLC11,932$1.28M0.1%-61.4%0.003%
4/24/2024 Oceanside Advisors LLC2,475$266K0.2%-7.9%0.001%
4/24/2024 Premier Path Wealth Partners LLC24,626$2.90M0.5%-37.0%0.007%
4/24/2024 Conscious Wealth Investments LLC9,452$1.00M0.8%-14.7%0.003%
4/24/2024 Boyd Wealth Management LLC4,776$514K0.3%N/A0.001%
4/24/2024 HMS Capital Management LLC4,515$486K0.3%+90.6%0.001%
4/24/2024 Hartford Financial Management Inc.1,160$125K0.0%-28.7%0.000%
4/24/2024 Round Rock Advisors LLC4,430$477K0.1%-3.7%0.001%
4/24/2024 Dakota Wealth Management85,880$9.24M0.2%+63.5%0.025%
4/24/2024 Smith Anglin Financial LLC7,212$776K0.1%-10.2%0.002%
4/24/2024 Simplicity Wealth LLC84,750$9.12M0.2%+238.0%0.024%
4/24/2024 Archford Capital Strategies LLC12,983$1.40M0.2%-20.6%0.004%
4/24/2024 Ackerman Capital Advisors LLC80,353$8.65M2.4%-3.8%0.023%
4/24/2024 Spire Wealth Management11,192$1.20M0.0%+13.4%0.003%
4/24/2024 Capasso Planning Partners LLC23,218$2.50M1.0%-9.5%0.007%
4/24/2024 Bar Harbor Wealth Management3,567$384K0.0%+8.5%0.001%
4/23/2024 Charter Oak Capital Management LLC5,857$630K0.1%+35.7%0.002%
4/23/2024 James J. Burns & Company LLC14,066$1.50M0.5%-56.9%0.004%
4/23/2024 Platte River Wealth Advisors LLC73,037$7.86M2.2%+426.1%0.021%
4/23/2024 BSW Wealth Partners3,215$346K0.1%-4.2%0.001%
4/23/2024 Precedent Wealth Partners LLC51,040$5.49M2.4%N/A0.015%
4/23/2024 Global Retirement Partners LLC30,203$3.25M0.1%-0.6%0.009%
4/23/2024 Covenant Asset Management LLC2,474$266K0.0%+7.5%0.001%
4/23/2024 Sweet Financial Partners LLC13,832$1.49M0.3%-2.1%0.004%
4/23/2024 Morton Brown Family Wealth LLC187,169$20.14M8.3%+15.6%0.054%
4/23/2024 WASHINGTON TRUST Co3,081$332K0.0%-30.8%0.001%
4/23/2024 Canvas Wealth Advisors LLC9,537$1.01M0.3%+11.0%0.003%
4/23/2024 Wheelhouse Advisory Group LLC4,128$444K0.4%-10.8%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV7,860$846K0.1%+17.4%0.002%
4/23/2024 Gradient Investments LLC1,030$111K0.0%-66.4%0.000%
4/23/2024 Fifth Third Bancorp96,787$10.41M0.0%+2.9%0.028%
4/23/2024 McAdam LLC54,860$5.90M0.4%+10.9%0.016%
4/23/2024 Stablepoint Partners LLC4,025$433K0.1%-14.5%0.001%
4/23/2024 Strategic Blueprint LLC59,340$6.39M0.5%+76.3%0.017%
4/23/2024 4J Wealth Management LLC10,523$1.13M1.0%-60.8%0.003%
4/23/2024 Wealth Effects LLC2,622$282K0.1%-27.1%0.001%
What is Medicare Supplement Insurance? (Ad)

Original Medicare helps covers a lot of hospital and medical services, but it still leaves some out- of- pocket medical costs to recipients. Make sure your family’s nest egg is protected from unpredictable medical expenses. Consider applying for a Medicare Supplement Insurance Plan that travels with you.

Learn More Here
4/23/2024 Raymond James Financial Services Advisors Inc.667,742$71.85M0.1%-7.0%0.193%
4/23/2024 Sutton Place Investors LLC4,126$444K0.2%+44.7%0.001%
4/23/2024 Gray Private Wealth LLC11,209$1.21M0.8%N/A0.003%
4/22/2024 Confluence Wealth Services Inc.24,235$2.61M0.2%+152.9%0.007%
4/22/2024 Johnson Bixby & Associates LLC37,428$4.03M0.7%+8.2%0.011%
4/22/2024 Cahaba Wealth Management Inc.210,212$22.62M2.1%+15.4%0.061%
4/22/2024 American Financial Advisors LLC7,088$763K0.1%-3.2%0.002%
4/22/2024 PFG Investments LLC7,642$822K0.0%-2.2%0.002%
4/22/2024 Family Investment Center Inc.2,869$309K0.1%-7.5%0.001%
4/22/2024 Raymond James & Associates439,348$47.27M0.0%-4.2%0.127%
(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, 1,618 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 1,449 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 ($12.40M), JPMorgan Chase & Co. ($10.78M), Envestnet Asset Management Inc. ($10.73M), Wealthfront Advisers LLC ($9.81M), 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 198,986,623 shares in the last 24 months. This purchase volume represents approximately $21.05B in transactions.

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

Of the 1,064 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. ($4.91M), Envestnet Asset Management Inc. ($4.71M), Sei Investments Co. ($4.43M), JPMorgan Chase & Co. ($4.07M), and TIAA FSB ($3.68M).

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

Institutional investors have sold a total of 93,146,639 shares in the last 24 months. This volume of shares sold represents approximately $9.89B in transactions.


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This page (NYSEARCA:MUB) was last updated on 4/28/2024 by MarketBeat.com Staff

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