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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$106.77 +0.08 (+0.07%)
As of 05/5/2026 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)
1310
Total
Institutional Inflows
(last 12 months)
$7.47B
Number of
Institutional Sellers
(last 12 months)
931
Total
Institutional Outflows
(last 12 months)
$5.88B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026BCGM Wealth Management LLC41,932$4.45M1.1%-3.0%0.010%
5/5/2026Westover Capital Advisors LLC42,995$4.56M0.8%-0.7%0.011%
5/5/2026Wealthfront Advisers LLC4,442,764$471.60M1.0%-9.3%1.087%
5/5/2026D.A. Davidson & CO.12,391$1.32M0.0%+11.1%0.003%
5/5/2026NerdWallet Wealth Partners LLC2,930$311K0.1%N/A0.001%
5/5/2026Beaumont Financial Advisors LLC13,919$1.48M0.1%-4.3%0.003%
5/5/2026Compass Financial Group Inc.10,395$1.10M0.5%-2.3%0.003%
5/5/2026Bank of New York Mellon Corp7,303,630$775.28M0.1%+3.0%1.786%
5/5/2026Theory Financial LLC22,963$2.44M0.9%+3.6%0.006%
5/5/2026Collaborative Wealth Managment Inc.5,049$536K0.2%-83.3%0.001%
5/5/2026Geneos Wealth Management Inc.8,367$888K0.0%+49.0%0.002%
5/5/2026Northstar Financial Companies Inc.5,016$532K0.4%+4.7%0.001%
5/5/2026Ethos Financial Group LLC30,541$3.24M0.2%+21.0%0.007%
5/5/2026Signet Financial Management LLC8,845$939K0.1%+22.0%0.002%
5/5/2026SouthState Bank Corp779$83K0.0%-14.5%0.000%
5/5/2026 Sterling Investment Advisors Ltd.50,589$5.37M0.9%+17.6%0.012%
5/5/2026 Sigma Planning Corp90,555$9.61M0.3%-0.2%0.022%
5/5/2026 Mosaic Advisors LLC1,946$209K0.3%N/A0.000%
5/5/2026 1ST Source Bank6,425$682K0.0%+6.0%0.002%
5/5/2026 Checchi Capital Advisers LLC47,229$5.01M0.3%+21.5%0.012%
5/5/2026 Wealthgarden F.S. LLC4,124$438K0.3%+9.4%0.001%
5/5/2026 Nwam LLC18,125$1.92M0.1%+28.5%0.004%
5/5/2026 Avantax Planning Partners Inc.495,654$52.61M1.4%-1.4%0.121%
5/4/2026 Calamos Wealth Management LLC9,544$1.01M0.0%-48.1%0.002%
5/4/2026 Calamos Advisors LLC9,544$1.01M0.0%N/A0.002%
5/4/2026 AMG National Trust Bank176,705$18.76M0.4%+32.7%0.043%
5/4/2026 Retirement Planning Group LLC11,599$1.23M0.0%N/A0.003%
5/4/2026 Lutz Financial Services LLC353,163$37.49M2.5%+0.5%0.086%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management53,422$5.67M0.1%+9.0%0.013%
5/4/2026 Bryn Mawr Trust Advisors LLC27,933$2.97M0.1%+11.2%0.007%
5/4/2026 Bleakley Financial Group LLC50,991$5.41M0.1%+47.6%0.012%
5/4/2026 Principal Financial Group Inc.7,998$849K0.0%+163.8%0.002%
5/4/2026 Chicago Partners Investment Group LLC30,006$3.22M0.1%-11.7%0.007%
5/4/2026 IFC Advisors LLC4,077$433K0.1%+9.7%0.001%
5/4/2026 Vantage Point Financial LLC22,845$2.43M0.9%+12.9%0.006%
5/4/2026 Lifeworks Advisors LLC50,625$5.37M0.7%+5.4%0.012%
5/4/2026 Procyon Advisors LLC24,249$2.57M0.0%+7.7%0.006%
5/2/2026 Financial Advisory Partners LLC5,140$546K0.2%+89.3%0.001%
5/2/2026 International Assets Investment Management LLC3,715$395K0.0%+180.0%0.001%
5/2/2026 Associated Banc Corp3,088$328K0.0%N/A0.001%
5/2/2026 Diversify Wealth Management LLC104,171$11.15M0.2%+58.9%0.025%
5/2/2026 Towercrest Capital Management139,953$14.86M2.3%+4.2%0.034%
5/2/2026 Valmark Advisers Inc.89,483$9.50M0.1%+11.0%0.022%
5/2/2026 UNIVEST FINANCIAL Corp143,747$15.26M0.9%+4.8%0.035%
5/1/2026 Welch & Forbes LLC4,153$441K0.0%+77.7%0.001%
5/1/2026 Seaside Wealth Management Inc.53,119$5.64M1.6%-0.6%0.013%
5/1/2026 Citizens Financial Group Inc. RI133,555$14.18M0.2%-1.9%0.033%
5/1/2026 Midwest Trust Co51,668$5.49M0.1%+33.6%0.013%
5/1/2026 Fifth Third Bancorp537,049$57.01M0.1%+377.8%0.131%
5/1/2026 Sovran Advisors LLC39,777$4.26M0.3%+4.0%0.010%
5/1/2026 WealthShield Partners LLC75,807$8.05M0.9%+28.3%0.019%
5/1/2026 TSA Wealth Managment LLC18,175$1.93M0.6%+108.8%0.004%
5/1/2026 Simplicity Wealth LLC81,263$8.63M0.5%+3.6%0.020%
5/1/2026 Avid Wealth Partners LLC41,467$4.40M2.1%+12.6%0.010%
5/1/2026 Sequoia Financial Advisors LLC1,977,019$209.86M1.2%+11.9%0.484%
5/1/2026 Manning & Napier Advisors LLC492,741$52.30M0.7%-1.5%0.121%
4/30/2026 Hsbc Holdings PLC388,912$41.28M0.0%-1.8%0.095%
4/30/2026 Accredited Investors Inc.6,813$723K0.0%-4.4%0.002%
4/30/2026 Graetz Wealth LLC4,145$440K0.4%+49.3%0.001%
4/30/2026 Texas Bank & Trust Co2,522$268K0.1%+14.6%0.001%
4/30/2026 Sonata Capital Group Inc.21,237$2.25M0.8%+49.6%0.005%
4/30/2026 IMPACTfolio LLC67,402$7.16M3.0%-16.2%0.016%
4/30/2026 First Horizon Corp37,220$3.95M0.2%-7.6%0.009%
4/30/2026 Ibex Wealth Advisors9,117$968K0.1%N/A0.002%
4/30/2026 Pearl Planning LLC17,134$1.82M1.0%-1.2%0.004%
4/30/2026 Kestra Advisory Services LLC373,962$39.70M0.2%+18.0%0.091%
4/30/2026 Money Concepts Capital Corp26,448$2.81M0.2%+11.6%0.006%
4/30/2026 WPG Advisers LLC4,982$529K0.4%+2.4%0.001%
4/30/2026 Personal CFO Solutions LLC2,476$263K0.0%N/A0.001%
4/30/2026 CFS Investment Advisory Services LLC31,942$3.43M0.2%-1.4%0.008%
4/30/2026 W Advisors LLC14,720$1.56M0.8%+1.3%0.004%
4/30/2026 Cahaba Wealth Management Inc.383,426$40.70M2.8%+9.2%0.094%
4/30/2026 Weitzel Financial Services Inc.93,460$9.93M3.6%+1.0%0.023%
4/29/2026 Impact Investors Inc4,978$528K0.4%-14.3%0.001%
4/29/2026 Rockwood Wealth Management LLC291,745$30.97M2.2%-1.5%0.071%
4/29/2026 Financial Life Advisors46,591$4.95M1.5%+2.9%0.011%
4/29/2026 Richmond Investment Services LLC11,303$1.20M0.2%+14.3%0.003%
4/29/2026 Cvfg LLC2,611$277K0.0%N/A0.001%
4/29/2026 Flatrock Wealth Partners LLC19,226$2.04M0.9%N/A0.005%
4/29/2026 Orin Green Financial LLC84,419$8.96M3.7%-5.1%0.021%
4/29/2026 ArborFi Advisors LLC7,055$749K0.6%+13.3%0.002%
4/29/2026 Armor Investment Advisors LLC49,626$5.27M1.9%+1.5%0.012%
4/29/2026 Addison Capital Co3,056$324K0.1%+8.5%0.001%
4/29/2026 Alliance Wealth Management Group87,894$9.33M2.0%+3.9%0.022%
4/29/2026 K2 Financial Inc.50,402$5.41M3.7%+2.2%0.012%
4/29/2026 Resonant Capital Advisors LLC207,469$22.02M1.2%+8.5%0.051%
4/29/2026 Global Strategic Investment Solutions LLC296,178$31.44M3.1%+0.4%0.072%
4/29/2026 Clare Market Investments LLC5,100$541K0.1%N/A0.001%
4/29/2026 Advance Capital Management Inc.4,840$514K0.0%-4.7%0.001%
4/29/2026 Downshift Financial LLC6,362$682K0.3%+122.9%0.002%
4/29/2026 Integrated Advisors Network LLC112,322$11.92M0.6%-34.9%0.027%
4/29/2026 Canvas Wealth Advisors LLC19,929$2.12M0.4%-3.1%0.005%
4/28/2026 PUREfi Wealth LLC12,331$1.31M0.9%+10.9%0.003%
4/28/2026 Kathmere Capital Management LLC3,066$325K0.0%N/A0.001%
4/28/2026 FLP Wealth Management LLC9,516$1.01M1.7%-52.9%0.002%
4/28/2026 Whittier Trust Co. of Nevada Inc.25,408$2.71M0.1%-2.4%0.006%
4/28/2026 Whittier Trust Co.11,195$1.19M0.0%+58.1%0.003%
4/28/2026 Dividend Assets Capital LLC4,362$463K0.1%N/A0.001%
4/28/2026 Columbia Bank14,264$1.51M0.4%+6.9%0.003%
4/28/2026 Indiana Trust & Investment Management Co2,526$268K0.1%+383.9%0.001%


MUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUB shares?

During the previous two years, 1,891 institutional investors and hedge funds held shares of iShares National Muni Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.00B), 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.

What percentage of iShares National Muni Bond ETF's stock is owned by 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.

Which institutional investors have been buying iShares National Muni Bond ETF's stock?

Of the 1,711 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: GAMMA Investing LLC ($13.47M), Bank of America Corp DE ($12.10M), Brooklyn FI LLC ($6.91M), Fisher Asset Management LLC ($5.49M), Allstate Corp ($4.19M), LPL Financial LLC ($4.15M), and US Bancorp DE ($3.92M).

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

Institutional investors have bought a total of 70,870,146 shares in the last 24 months. This purchase volume represents approximately $7.51B in transactions.

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

Of the 931 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. ($5.77M), Northwestern Mutual Wealth Management Co. ($4.74M), Envestnet Portfolio Solutions Inc. ($3.22M), First Citizens Bank & Trust Co. ($2.57M), Wealthfront Advisers LLC ($2.27M), and US Bancorp DE ($2.22M).

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

Institutional investors have sold a total of 55,693,973 shares in the last 24 months. This volume of shares sold represents approximately $5.89B in transactions.


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This page (NYSEARCA:MUB) was last updated on 5/6/2026 by MarketBeat.com Staff.
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