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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$103.18 +0.02 (+0.01%)
As of 01:07 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
1157
Total
Institutional Inflows
(last 12 months)
$5.49B
Number of
Institutional Sellers
(last 12 months)
708
Total
Institutional Outflows
(last 12 months)
$3.63B
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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
9/9/2026 Capstone Financial Advisors Inc.15,448$1.66M0.1%-4.5%0.004%
9/9/2026 Tortoise Investment Management LLC5,947$640K0.0%-28.1%0.001%
9/9/2026 Robinson Capital Management LLC35,000$3.77M1.7%N/A0.008%
9/9/2026 Sequoia Financial Advisors LLC2,128,656$229.09M1.1%+7.7%0.496%
9/9/2026 Tidal Investments LLC80,521$8.64M0.0%+35.3%0.019%
9/9/2026 Cahill Financial Advisors Inc.24,028$2.59M0.2%-2.6%0.006%
9/9/2026 MCF Advisors LLC33,569$3.61M0.1%+38.5%0.008%
9/9/2026 Archford Capital Strategies LLC10,764$1.16M0.1%-5.0%0.003%
9/9/2026 Capital Analysts LLC51,949$5.59M0.1%+1.8%0.012%
9/9/2026 SVB Wealth LLC65,327$7.03M0.4%-2.5%0.015%
9/9/2026 Insight Wealth Partners LLC25,935$2.79M0.4%-22.8%0.006%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC13,443$1.45M0.1%-8.6%0.003%
9/9/2026 NorthRock Partners LLC4,995$538K0.0%-3.5%0.001%
9/9/2026 Integrated Wealth Concepts LLC540,228$58.14M0.3%+53.5%0.126%
9/9/2026 RFG Advisory LLC46,395$4.99M0.1%-0.8%0.011%
9/9/2026 NewEdge Advisors LLC245,557$26.43M0.1%+12.5%0.057%
9/9/2026 IFP Advisors Inc47,611$5.12M0.1%+30.5%0.011%
9/9/2026 Baird Financial Group Inc.364,923$39.27M0.1%+7.6%0.085%
9/9/2026 Sterling Investment Advisors Ltd.62,389$6.71M1.0%+23.3%0.015%
9/9/2026 One Charles Private Wealth Services LLC3,358$361K0.1%+29.9%0.001%
9/9/2026 Centerline Wealth Advisors LLC15,836$1.70M0.5%-5.4%0.004%
9/9/2026 XY Planning Network Inc.23,205$2.50M0.3%+27.2%0.005%
9/8/2026 Allworth Financial LP361,425$38.90M0.2%-17.1%0.084%
9/8/2026 Waverly Advisors LLC116,781$12.57M0.1%+1.6%0.027%
9/4/2026 Parkside Financial Bank & Trust1,959$211K0.0%+52.7%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group69,459$7.48M0.8%-9.6%0.016%
9/2/2026 Range Advisory LLC5,221$562K0.1%-34.9%0.001%
8/27/2026 Corient Private Wealth LP422,533$45.47M0.1%-51.1%0.098%
8/26/2026 HORAN Wealth LLC8,538$919K0.1%-49.0%0.002%
8/26/2026 Brown Financial Advisors14,919$1.61M0.6%+19.5%0.003%
8/25/2026 Advus Financial Partners LLC65,162$7.01M1.6%-0.4%0.015%
8/25/2026 Tobias Financial Advisors Inc.3,456$372K0.0%-18.9%0.001%
8/25/2026 Financial Insights Inc.18,241$1.96M0.5%-17.1%0.004%
8/23/2026 IMPACTfolio LLC69,350$7.46M2.8%+2.9%0.016%
8/23/2026 Ameritas Advisory Services LLC7,792$839K0.0%-65.6%0.002%
8/23/2026 Guardian Wealth Advisors LLC NC17,769$1.91M0.1%+2.3%0.004%
8/23/2026 Wedmont Private Capital477,489$51.10M1.4%+1.1%0.111%
8/23/2026 Kintra Wealth LLC10,678$1.13M0.1%+149.7%0.002%
8/23/2026 Anson Capital Inc.4,215$454K0.3%+12.6%0.001%
8/23/2026 Endeavor Private Wealth Inc.13,645$1.47M0.4%-1.7%0.003%
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8/23/2026 Beaird Harris Wealth Management LLC39,886$4.29M0.3%-0.5%0.009%
8/23/2026 Operose Advisors LLC7,990$860K0.2%+5.5%0.002%
8/23/2026 HB Wealth Management LLC9,592$1.03M0.0%-64.2%0.002%
8/23/2026 Hutchens & Kramer Investment Management Group LLC3,468$373K0.1%-11.8%0.001%
8/23/2026 Angeles Wealth Management LLC778,690$83.80M3.2%+1.5%0.181%
8/23/2026 Unique Wealth LLC232,682$25.04M2.9%-0.8%0.054%
8/22/2026 Noble Wealth Partners LLC17,040$1.83M1.6%N/A0.004%
8/22/2026 NI Acquisitions Company LLC894$96K0.0%N/A0.000%
8/22/2026 NBH Bank456$49K0.0%N/A0.000%
8/22/2026 Gainline Financial Partners LLC7,965$857K0.8%N/A0.002%
8/22/2026 Succession Financial Inc.5,926$638K0.6%N/A0.001%
8/22/2026 MW Advisory LLC3,932$423K0.2%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC4,942$523K0.4%N/A0.001%
8/22/2026 Markowski Investments1,200$129K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC8,220$885K0.2%N/A0.002%
8/22/2026 Invested Advisors18,606$2.00M1.8%+19.5%0.004%
8/22/2026 Cassilly Financial Group LLC6,977$751K0.6%+28.8%0.002%
8/22/2026 Blalock Williams LLC2,331$251K0.2%+16.4%0.001%
8/22/2026 K2 Financial Inc.46,556$5.01M3.6%-7.6%0.011%
8/22/2026 SMART Wealth LLC31,597$3.40M0.7%+42.6%0.007%
8/22/2026 Retirement Wealth Solutions LLC17,124$1.84M1.0%+22.1%0.004%
8/22/2026 LifePlan Investment Advisors Inc.21,028$2.26M0.8%+14.7%0.005%
8/22/2026 DORVAL Corp23,172$2.49M0.7%+8.4%0.005%
8/22/2026 Premier Path Wealth Partners LLC67,724$7.29M0.8%+5.9%0.016%
8/22/2026 Concurrent Investment Advisors LLC62,742$6.75M0.1%+53.0%0.015%
8/22/2026 Power Wealth Management LLC13,619$1.47M0.5%-23.9%0.003%
8/21/2026 Alley Investment Management Company LLC136,328$14.67M1.7%+1.7%0.032%
8/21/2026 KFG Wealth Management LLC2,585$278K0.0%N/A0.001%
8/21/2026 Smallwood Wealth Investment Management LLC17,531$1.89M0.8%-1.5%0.004%
8/21/2026 Beacon Capital Management LLC2,628$283K0.0%N/A0.001%
8/21/2026 Continuum Advisory LLC5,325$573K0.0%+2.2%0.001%
8/21/2026 Weitzel Financial Services Inc.94,866$10.19M3.3%+1.5%0.022%
8/21/2026 XML Financial LLC4,025$433K0.0%-6.0%0.001%
8/21/2026 KFA Private Wealth Group LLC3,974$428K0.1%+23.0%0.001%
8/21/2026 First Citizens Financial Corp3,264$351K0.1%+34.1%0.001%
8/21/2026 Symphony Financial Ltd. Co.32,721$3.52M0.4%-2.2%0.008%
8/21/2026 Chesapeake Wealth Management5,435$585K0.2%+6.4%0.001%
8/21/2026 Rinkey Investments115,606$12.44M2.8%+3.7%0.027%
8/21/2026 Financial Life Advisors48,143$5.18M1.5%+3.3%0.011%
8/20/2026 Nwam LLC19,379$2.09M0.1%+6.9%0.005%
8/20/2026 Clifford Swan Investment Counsel LLC2,741$295K0.0%+7.6%0.001%
8/20/2026 Rehmann Capital Advisory Group13,938$1.50M0.1%-5.1%0.003%
8/20/2026 Orgel Wealth Management LLC2,708,345$291.47M5.5%+1.2%0.631%
8/20/2026 Greenleaf Trust38,257$4.12M0.0%-2.3%0.009%
8/15/2026 First Bancorp Inc ME355$38K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont6,317$680K0.0%N/A0.001%
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%
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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%


MUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,877 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 1,674 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 ($6.90M), Fisher Asset Management LLC ($5.49M), Allstate Corp ($4.19M), US Bancorp DE ($3.74M), and Life Planning Partners Inc ($3.65M).

Institutional investors have bought a total of 51,397,203 shares in the last 24 months. This purchase volume represents approximately $5.49B in transactions.

Of the 708 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), Northwestern Mutual Wealth Management Co. ($4.55M), Envestnet Portfolio Solutions Inc. ($3.22M), First Citizens Bank & Trust Co. ($2.59M), US Bancorp DE ($2.11M), Allstate Corp ($1.94M), and Betterment LLC ($1.24M).

Institutional investors have sold a total of 34,042,762 shares in the last 24 months. This volume of shares sold represents approximately $3.63B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MUB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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