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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$100.96 -0.38 (-0.37%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$100.96 0.00 (0.00%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
1161
Total
Institutional Inflows
(last 12 months)
$5.60B
Number of
Institutional Sellers
(last 12 months)
702
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
10/2/2026 Miller Global Investments LLC955$97K0.1%N/A0.000%
10/2/2026 First Citizens Financial Corp2,022$204K0.1%-38.1%0.000%
10/2/2026 Boltwood Capital Management2,285$231K0.1%N/A0.001%
10/2/2026 CX Institutional253,468$25.63M0.7%+6.9%0.056%
10/2/2026 Planning Strategies Inc.582$59K0.0%N/A0.000%
10/2/2026 Private Client Services LLC27,100$2.74M0.7%N/A0.006%
10/2/2026 Stairway Partners LLC188,555$19.06M0.9%N/A0.042%
10/2/2026 Global Wealth Strategies & Associates115,195$11.65M2.2%-3.4%0.025%
10/2/2026 Versant Capital Management Inc2,803$283K0.0%N/A0.001%
10/1/2026 Montecito Bank & Trust6,535$661K0.1%N/A0.001%
10/1/2026 Confluence Investment Management LLC60,834$6.15M0.1%N/A0.013%
10/1/2026 Coastline Trust Co28,124$2.84M0.3%N/A0.006%
9/23/2026Envestnet Portfolio Solutions Inc.1,242,985$133.77M0.6%+5.8%0.283%
9/23/2026Envestnet Asset Management Inc.17,585,152$1.89B0.3%+5.3%4.007%
9/18/2026Security National Bank of SO Dak344$37K0.0%N/A0.000%
9/15/2026Cherry Tree Wealth Management LLC2,822$304K0.1%-5.5%0.001%
9/9/2026Capstone Financial Advisors Inc.15,448$1.66M0.1%-4.5%0.004%
9/9/2026Tortoise Investment Management LLC5,947$640K0.0%-28.1%0.001%
9/9/2026Robinson Capital Management LLC35,000$3.77M1.7%N/A0.008%
9/9/2026Sequoia Financial Advisors LLC2,128,656$229.09M1.1%+7.7%0.496%
9/9/2026Tidal Investments LLC80,521$8.64M0.0%+35.3%0.019%
9/9/2026Cahill Financial Advisors Inc.24,028$2.59M0.2%-2.6%0.006%
9/9/2026MCF Advisors LLC33,569$3.61M0.1%+38.5%0.008%
9/9/2026Archford Capital Strategies LLC10,764$1.16M0.1%-5.0%0.003%
9/9/2026Capital Analysts LLC51,949$5.59M0.1%+1.8%0.012%
9/9/2026SVB Wealth LLC65,327$7.03M0.4%-2.5%0.015%
9/9/2026Insight Wealth Partners LLC25,935$2.79M0.4%-22.8%0.006%
9/9/2026Pinnacle Wealth Management Advisory Group LLC13,443$1.45M0.1%-8.6%0.003%
9/9/2026NorthRock Partners LLC4,995$538K0.0%-3.5%0.001%
9/9/2026Integrated Wealth Concepts LLC540,228$58.14M0.3%+53.5%0.126%
9/9/2026RFG Advisory LLC46,395$4.99M0.1%-0.8%0.011%
9/9/2026NewEdge Advisors LLC245,557$26.43M0.1%+12.5%0.057%
9/9/2026IFP Advisors Inc47,611$5.12M0.1%+30.5%0.011%
9/9/2026Baird Financial Group Inc.364,923$39.27M0.1%+7.6%0.085%
9/9/2026Sterling Investment Advisors Ltd.62,389$6.71M1.0%+23.3%0.015%
9/9/2026One Charles Private Wealth Services LLC3,358$361K0.1%+29.9%0.001%
9/9/2026Centerline Wealth Advisors LLC15,836$1.70M0.5%-5.4%0.004%
9/9/2026XY Planning Network Inc.23,205$2.50M0.3%+27.2%0.005%
9/8/2026Allworth Financial LP361,425$38.90M0.2%-17.1%0.084%
9/8/2026Waverly Advisors LLC116,781$12.57M0.1%+1.6%0.027%
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9/4/2026Parkside Financial Bank & Trust1,959$211K0.0%+52.7%0.000%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group69,459$7.48M0.8%-9.6%0.016%
9/2/2026Range Advisory LLC5,221$562K0.1%-34.9%0.001%
8/27/2026Corient Private Wealth LP422,533$45.47M0.1%-51.1%0.098%
8/26/2026HORAN Wealth LLC8,538$919K0.1%-49.0%0.002%
8/26/2026Brown Financial Advisors14,919$1.61M0.6%+19.5%0.003%
8/25/2026Advus Financial Partners LLC65,162$7.01M1.6%-0.4%0.015%
8/25/2026Tobias Financial Advisors Inc.3,456$372K0.0%-18.9%0.001%
8/25/2026Financial Insights Inc.18,241$1.96M0.5%-17.1%0.004%
8/23/2026IMPACTfolio LLC69,350$7.46M2.8%+2.9%0.016%
8/23/2026Ameritas Advisory Services LLC7,792$839K0.0%-65.6%0.002%
8/23/2026Guardian Wealth Advisors LLC NC17,769$1.91M0.1%+2.3%0.004%
8/23/2026Wedmont Private Capital477,489$51.10M1.4%+1.1%0.111%
8/23/2026Kintra Wealth LLC10,678$1.13M0.1%+149.7%0.002%
8/23/2026Anson Capital Inc.4,215$454K0.3%+12.6%0.001%
8/23/2026Endeavor Private Wealth Inc.13,645$1.47M0.4%-1.7%0.003%
8/23/2026Beaird Harris Wealth Management LLC39,886$4.29M0.3%-0.5%0.009%
8/23/2026Operose Advisors LLC7,990$860K0.2%+5.5%0.002%
8/23/2026HB Wealth Management LLC9,592$1.03M0.0%-64.2%0.002%
8/23/2026Hutchens & Kramer Investment Management Group LLC3,468$373K0.1%-11.8%0.001%
8/23/2026Angeles Wealth Management LLC778,690$83.80M3.2%+1.5%0.181%
8/23/2026Unique Wealth LLC232,682$25.04M2.9%-0.8%0.054%
8/22/2026Noble Wealth Partners LLC17,040$1.83M1.6%N/A0.004%
8/22/2026NI Acquisitions Company LLC894$96K0.0%N/A0.000%
8/22/2026NBH Bank456$49K0.0%N/A0.000%
8/22/2026Gainline Financial Partners LLC7,965$857K0.8%N/A0.002%
8/22/2026Succession Financial Inc.5,926$638K0.6%N/A0.001%
8/22/2026MW Advisory LLC3,932$423K0.2%N/A0.001%
8/22/2026Tenet Wealth Partners LLC4,942$523K0.4%N/A0.001%
8/22/2026Markowski Investments1,200$129K0.0%N/A0.000%
8/22/2026Old Mission Investment Co LLC8,220$885K0.2%N/A0.002%
8/22/2026Invested Advisors18,606$2.00M1.8%+19.5%0.004%
8/22/2026Cassilly Financial Group LLC6,977$751K0.6%+28.8%0.002%
8/22/2026Blalock Williams LLC2,331$251K0.2%+16.4%0.001%
8/22/2026K2 Financial Inc.46,556$5.01M3.6%-7.6%0.011%
8/22/2026SMART Wealth LLC31,597$3.40M0.7%+42.6%0.007%
8/22/2026Retirement Wealth Solutions LLC17,124$1.84M1.0%+22.1%0.004%
8/22/2026LifePlan Investment Advisors Inc.21,028$2.26M0.8%+14.7%0.005%
8/22/2026DORVAL Corp23,172$2.49M0.7%+8.4%0.005%
8/22/2026Premier Path Wealth Partners LLC67,724$7.29M0.8%+5.9%0.016%
8/22/2026Concurrent Investment Advisors LLC62,742$6.75M0.1%+53.0%0.015%
8/22/2026Power Wealth Management LLC13,619$1.47M0.5%-23.9%0.003%
8/21/2026Alley Investment Management Company LLC136,328$14.67M1.7%+1.7%0.032%
8/21/2026KFG Wealth Management LLC2,585$278K0.0%N/A0.001%
8/21/2026Smallwood Wealth Investment Management LLC17,531$1.89M0.8%-1.5%0.004%
8/21/2026Beacon Capital Management LLC2,628$283K0.0%N/A0.001%
8/21/2026Continuum Advisory LLC5,325$573K0.0%+2.2%0.001%
8/21/2026Weitzel Financial Services Inc.94,866$10.19M3.3%+1.5%0.022%
8/21/2026XML Financial LLC4,025$433K0.0%-6.0%0.001%
8/21/2026KFA Private Wealth Group LLC3,974$428K0.1%+23.0%0.001%
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8/21/2026 First Citizens Financial Corp3,264$351K0.1%+34.1%0.001%
8/21/2026Symphony Financial Ltd. Co.32,721$3.52M0.4%-2.2%0.008%
8/21/2026Chesapeake Wealth Management5,435$585K0.2%+6.4%0.001%
8/21/2026Rinkey Investments115,606$12.44M2.8%+3.7%0.027%
8/21/2026Financial Life Advisors48,143$5.18M1.5%+3.3%0.011%
8/20/2026Nwam LLC19,379$2.09M0.1%+6.9%0.005%
8/20/2026Clifford Swan Investment Counsel LLC2,741$295K0.0%+7.6%0.001%
8/20/2026Rehmann Capital Advisory Group13,938$1.50M0.1%-5.1%0.003%
8/20/2026Orgel Wealth Management LLC2,708,345$291.47M5.5%+1.2%0.631%
8/20/2026Greenleaf Trust38,257$4.12M0.0%-2.3%0.009%


MUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,880 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. ($1.89B), 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 1,676 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 52,450,150 shares in the last 24 months. This purchase volume represents approximately $5.60B in transactions.

Of the 702 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 34,027,259 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 10/2/2026. New 13F filings are added each quarter as they're published.
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