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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$105.76 +0.31 (+0.29%)
As of 08/4/2026 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)
1190
Total
Institutional Inflows
(last 12 months)
$6.34B
Number of
Institutional Sellers
(last 12 months)
780
Total
Institutional Outflows
(last 12 months)
$4.64B
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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
7/10/2026 Abound Wealth Management25,863$2.78M0.6%-2.8%0.006%
7/10/2026 Envision Financial LLC9,987$1.08M0.5%+17.5%0.002%
7/10/2026 Annex Advisory Services LLC6,313$679K0.0%-4.9%0.001%
7/10/2026 Insight Wealth Strategies LLC42,067$4.52M0.4%+6.7%0.010%
7/10/2026 Financial Planning Fort Collins LLC57,194$6.12M4.6%+4.6%0.013%
7/10/2026 Ramsey Quantitative Systems15,000$1.61M1.4%N/A0.004%
7/10/2026 JFS Wealth Advisors LLC387,660$41.72M2.1%+0.4%0.091%
7/10/2026 Canvas Wealth Advisors LLC21,763$2.34M0.3%+9.2%0.005%
7/10/2026 Fiduciary Financial Group LLC92,293$9.93M1.1%-0.4%0.022%
7/10/2026 Ocean Park Asset Management LLC21,999$2.37M0.1%N/A0.005%
7/10/2026 Orrstown Financial Services Inc.11,822$1.27M0.2%+5.7%0.003%
7/10/2026 Charles Schwab Trust Co175,484$18.89M1.1%+1.7%0.041%
7/10/2026 Prosperity Planning Inc.23,787$2.56M0.6%+0.4%0.006%
7/10/2026 Spinnaker Investment Group LLC27,702$2.98M0.5%+16.7%0.006%
7/10/2026 FC Advisory LLC17,009$1.83M0.5%+2.6%0.004%
7/10/2026 Redhawk Wealth Advisors Inc.14,861$1.60M0.2%-18.3%0.003%
7/10/2026 Wealthcare Advisory Partners LLC576,272$62.02M1.2%+10.4%0.135%
7/10/2026 Paladin Wealth LLC25,409$2.74M1.6%+24.5%0.006%
7/9/2026 Shrier Wealth Management LLC16,182$1.74M0.6%+2.3%0.004%
7/9/2026 Revolve Wealth Partners LLC123,079$13.25M1.4%+9.1%0.029%
7/9/2026 Wealthcare Capital Partners LLC11,141$1.20M0.5%+1.3%0.003%
7/9/2026 Tenzing Financial LLC25,263$2.72M1.9%+15.6%0.006%
7/9/2026 Veery Capital LLC113,805$12.25M3.3%+5.3%0.027%
7/9/2026 Friday Financial9,592$1.03M0.3%+86.0%0.002%
7/9/2026 AFG Fiduciary Services Limited Partnership6,999$752K0.6%-12.1%0.002%
7/9/2026 Professional Financial Advisors LLC29,083$3.13M0.5%+19.9%0.007%
7/9/2026 Next Level Private LLC3,077$331K0.1%-47.0%0.001%
7/9/2026 Focus Financial Network Inc.70,944$7.64M0.2%-0.8%0.017%
7/9/2026 Wealthcare Capital Management LLC115,086$12.39M1.2%+7.5%0.027%
7/9/2026 Kastel Capital Advisors LLC38,536$4.09M2.4%+28.8%0.009%
7/9/2026 Exchange Bank42,838$4.61M2.9%-16.8%0.010%
7/9/2026 GoalVest Advisory LLC3,529$380K0.1%N/A0.001%
7/9/2026 Aletheian Wealth Advisors LLC58,503$6.30M2.7%+2.1%0.014%
7/9/2026 Roan Capital Partners9,611$1.03M0.9%+24.3%0.002%
7/9/2026 Everhart Financial Group Inc.5,675$611K0.0%-50.9%0.001%
7/9/2026 Sax Wealth Advisors LLC39,878$4.23M0.2%+11.5%0.009%
7/9/2026 Ehrlich Financial Group7,364$793K0.4%+9.8%0.002%
7/9/2026 First National Bank of Mount Dora Trust Investment Services14,211$1.53M0.3%-5.7%0.003%
7/9/2026 Breakwater Capital Group18,373$1.98M0.2%+10.6%0.004%
7/9/2026 Affinity Capital Advisors LLC2,244$241K0.0%-12.3%0.001%
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7/9/2026 Valeo Financial Advisors LLC59,128$6.36M0.1%+7.7%0.014%
7/9/2026 Crumly & Associates Inc.9,291$1M0.2%-48.1%0.002%
7/9/2026 Private Wealth Group LLC2,837$305K0.1%+7.8%0.001%
7/8/2026 Beaird Harris Wealth Management LLC39,886$4.29M0.3%-0.5%0.009%
7/8/2026 Gradient Investments LLC474,766$51.09M0.7%+31.1%0.111%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,120$228K0.1%-12.4%0.000%
7/8/2026 Chesley Taft & Associates LLC138,943$14.95M0.6%-0.3%0.033%
7/8/2026 First Heartland Consultants Inc.21,659$2.33M0.2%+4.9%0.005%
7/8/2026 Kwmg LLC16,953$1.82M0.1%-3.9%0.004%
7/8/2026 Whitcomb & Hess Inc.2,479$267K0.1%-6.3%0.001%
7/8/2026 Cooper Financial Group2,719$293K0.0%-26.1%0.001%
7/8/2026 Factor Wealth Management LTD3,774$406K0.1%-66.0%0.001%
7/8/2026 ACT Wealth Management LLC9,521$1.03M0.3%+8.3%0.002%
7/8/2026 Apella Capital LLC193,569$20.76M0.3%-0.7%0.045%
7/8/2026 Clark Asset Management LLC4,799$516K0.0%+145.7%0.001%
7/8/2026 Evanson Financial LLC3,583$386K0.0%N/A0.001%
7/8/2026 Thrive Wealth Management LLC47,970$5.16M0.7%+23.8%0.011%
7/8/2026 Archer Investment Management LLC4,016$432K0.1%-82.8%0.001%
7/7/2026 First Citizens Financial Corp3,264$351K0.1%+34.1%0.001%
7/7/2026 Foster Group Inc.566,053$60.92M1.6%+4.3%0.133%
7/7/2026 Balefire LLC23,448$2.52M0.4%+254.0%0.006%
7/7/2026 Dynamic Advisor Solutions LLC27,976$3.01M0.1%+3.4%0.007%
7/7/2026 FOCUS Wealth Advisors LLC4,313$464K0.2%-3.4%0.001%
7/7/2026 McNaughton Wealth Management LLC29,421$3.17M1.1%+5.1%0.007%
7/7/2026 GAMMA Investing LLC250,754$26.99M1.0%+17.4%0.059%
7/7/2026 Avior Wealth Management LLC199,103$21.42M0.6%-9.6%0.047%
7/7/2026 Epiq Partners LLC7,255$781K0.3%+29.7%0.002%
7/7/2026 Waller Financial Planning Group Inc.27,231$2.93M0.6%+1.0%0.006%
7/7/2026 Grove Bank & Trust29,558$3.18M0.3%-1.9%0.007%
7/7/2026 Somnio Financial Group LLC57,969$6.24M3.7%+1.4%0.014%
7/7/2026 CGN Advisors LLC39,258$4.23M0.3%-8.1%0.009%
7/7/2026 CoreCap Advisors LLC9,370$1.01M0.0%+13.2%0.002%
7/7/2026 Pacific Excel Wealth Advisors Inc.4,113$443K0.2%N/A0.001%
7/7/2026 Boston Standard Wealth Management LLC225,728$24.20M3.5%+6.2%0.053%
7/7/2026 Anderson Hoagland & Co.3,260$351K0.0%-94.0%0.001%
7/7/2026 Pathway Financial Advisors LLC7,591$816K0.1%+6.6%0.002%
7/7/2026 Hiley Hunt Wealth Management5,905$636K0.3%+61.1%0.001%
7/6/2026 Hobart Private Capital LLC64,424$6.93M1.2%+23.1%0.015%
7/6/2026 Sincerus Advisory LLC54,239$5.84M4.0%+3.5%0.013%
7/6/2026 Private Client Services LLC24,081$2.59M0.7%+4.6%0.006%
7/6/2026 Dogwood Wealth Management LLC55,041$5.92M2.3%+1.0%0.013%
7/6/2026 Boltwood Capital Management2,285$246K0.1%+4.3%0.001%
7/6/2026 Acima Private Wealth LLC24,795$2.67M0.8%+6.8%0.006%
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%
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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%
6/12/2026 S&A Financial Services Inc.2,389$254K0.2%N/A0.001%
6/10/2026 FAS Wealth Partners Inc.18,620$1.98M0.1%-6.2%0.005%
6/8/2026 First 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%
6/4/2026 Town 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%


MUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,872 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 1,677 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 ($13.49M), 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 59,881,234 shares in the last 24 months. This purchase volume represents approximately $6.37B in transactions.

Of the 780 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), US Bancorp DE ($2.11M), and Allstate Corp ($1.94M).

Institutional investors have sold a total of 45,923,334 shares in the last 24 months. This volume of shares sold represents approximately $4.87B in transactions.


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This page (NYSEARCA:MUB) was last updated on 8/5/2026 by MarketBeat.com Staff.
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