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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$106.54 -0.17 (-0.16%)
Closing price 01/31/2025 04:10 PM Eastern
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$106.54 0.00 (0.00%)
As of 01/31/2025 06:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares National Muni Bond ETF (NYSEARCA:MUB)

Number of
Institutional Buyers
(last 12 months)
1011
Total
Institutional Inflows
(last 12 months)
$5.17B
Number of
Institutional Sellers
(last 12 months)
681
Total
Institutional Outflows
(last 12 months)
$3.20B
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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
1/31/2025Joel Adams & Associates Inc.30,842$3.29M3.0%N/A0.009%
1/31/2025Global Retirement Partners LLC36,748$3.92M0.1%-17.6%0.011%
1/31/2025Bigelow Investment Advisors LLC5,859$624K0.3%-5.3%0.002%
1/31/2025Atlas Legacy Advisors LLC4,541$484K0.1%N/A0.001%
1/31/2025Davidson Investment Advisors49,428$5.27M0.3%-8.0%0.014%
1/31/2025Morton Brown Family Wealth LLC199,924$21.30M7.4%+6.7%0.058%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,377$1.75M0.1%+21.6%0.005%
1/31/2025Kestra Investment Management LLC493,112$52.54M2.1%+22.4%0.143%
1/31/2025Beta Wealth Group Inc.4,668$497K0.2%-7.1%0.001%
1/31/2025Atria Wealth Solutions Inc.300,232$31.99M0.3%+14.8%0.087%
1/31/2025Venturi Wealth Management LLC22,436$2.39M0.1%-3.4%0.006%
1/31/2025D.A. Davidson & CO.11,894$1.27M0.0%-9.3%0.003%
1/31/2025Empower Advisory Group LLC2,741$292K0.0%-37.7%0.001%
1/31/2025Cooksen Wealth LLC12,535$1.34M1.2%+11.1%0.004%
1/31/2025Truist Financial Corp1,177,651$125.48M0.2%+31.4%0.341%
1/31/2025Blue Chip Partners LLC269,302$28.69M2.5%+12.3%0.078%
1/31/2025NTV Asset Management LLC6,816$726K0.1%-26.8%0.002%
1/31/2025Sanctuary Advisors LLC345,357$36.85M0.2%-6.0%0.100%
1/31/2025Principal Financial Group Inc.2,578$275K0.0%+6.4%0.001%
1/31/2025Macroview Investment Management LLC2,007$214K0.2%-13.9%0.001%
1/31/2025Americana Partners LLC26,412$2.81M0.1%+1,023.9%0.008%
1/31/2025Opus Capital Group LLC82,213$8.76M1.1%-5.5%0.024%
1/31/2025Philip James Wealth Mangement LLC7,107$757K0.1%-2.3%0.002%
1/31/2025Hoge Financial Services LLC23,264$2.48M1.8%-2.6%0.007%
1/31/2025WBH Advisory Inc.7,060$752K0.1%-11.7%0.002%
1/31/2025Rogco LP8,509$907K0.4%-3.5%0.002%
1/31/2025JFS Wealth Advisors LLC495,989$52.85M3.6%+6.6%0.144%
1/31/2025Pinnacle Wealth Management Advisory Group LLC7,156$762K0.1%+16.9%0.002%
1/31/2025Anson Capital Inc.3,496$372K0.3%+52.5%0.001%
1/31/2025J.W. Cole Advisors Inc.6,883$733K0.0%-30.0%0.002%
1/30/2025 Valmark Advisers Inc.79,009$8.42M0.1%+18.4%0.023%
1/30/2025 Stanich Group LLC4,776$509K0.4%N/A0.001%
1/30/2025 Csenge Advisory Group38,413$4.09M0.2%+35.1%0.011%
1/30/2025 Copperleaf Capital LLC5,817$620K0.4%+6.8%0.002%
1/30/2025 James Investment Research Inc.23,180$2.47M0.3%+2.0%0.007%
1/30/2025 Lee Financial Co5,584$595K0.1%+5.6%0.002%
1/30/2025 Allworth Financial LP355,638$37.81M0.2%+40.0%0.103%
1/30/2025 Principal Securities Inc.63,251$6.74M0.2%+33.4%0.018%
1/30/2025 Little House Capital LLC3,528$376K0.1%-6.9%0.001%
1/30/2025 Seascape Capital Management15,984$1.70M0.6%+3.2%0.005%
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1/30/2025 Erickson Financial Group LLC2,684$286K0.2%-26.3%0.001%
1/30/2025 American Financial Advisors LLC4,773$509K0.1%-14.6%0.001%
1/30/2025 Newman Dignan & Sheerar Inc.5,123$546K0.1%-1.9%0.001%
1/30/2025 Salomon & Ludwin LLC226,980$24.19M2.6%+5.7%0.066%
1/30/2025 Roxbury Financial LLC340$37K0.0%N/A0.000%
1/30/2025 Aveo Capital Partners LLC7,859$837K0.1%-39.7%0.002%
1/30/2025 Covenant Asset Management LLC3,974$423K0.1%+51.7%0.001%
1/30/2025 Nations Financial Group Inc. IA ADV6,146$655K0.0%-8.9%0.002%
1/30/2025 WASHINGTON TRUST Co514$55K0.0%-84.0%0.000%
1/30/2025 PUREfi Wealth LLC2,084$222K0.2%N/A0.001%
1/30/2025 Quadrant Private Wealth Management LLC5,231$557K0.1%-23.4%0.002%
1/30/2025 Valeo Financial Advisors LLC4,019$428K0.0%+16.6%0.001%
1/30/2025 Blue Trust Inc.3,320$354K0.0%-49.7%0.001%
1/30/2025 Kanawha Capital Management LLC2,328$248K0.0%+4.5%0.001%
1/30/2025 Vicus Capital207,665$22.13M2.0%+8.8%0.060%
1/30/2025 W.H. Cornerstone Investments Inc.8,378$893K0.6%+5.1%0.002%
1/30/2025 Rooted Wealth Advisors Inc.13,656$1.45M0.6%-2.4%0.004%
1/30/2025 Root Financial Partners LLC8,652$922K0.1%+160.6%0.003%
1/30/2025 Family Capital Management Inc.9,147$975K0.6%+14.6%0.003%
1/30/2025 DORVAL Corp12,517$1.33M0.5%+4.2%0.004%
1/30/2025 Bogart Wealth LLC1,677$179K0.0%+6.3%0.000%
1/30/2025 Catalyst Financial Partners LLC96,021$10.23M1.9%+3.3%0.028%
1/30/2025 Life Planning Partners Inc3,676,931$391.78M3.0%+10,274.8%1.065%
1/30/2025 Guardian Asset Advisors LLC3,699$394K0.3%-7.0%0.001%
1/29/2025 Hudock Inc.85,384$9.10M1.6%+0.6%0.025%
1/29/2025 Howard Bailey Securities LLC16,258$1.73M0.6%+7.6%0.005%
1/29/2025 PrairieView Partners LLC22,945$2.44M0.3%+90.6%0.007%
1/29/2025 TFC Financial Management Inc.8,268$881K0.1%N/A0.002%
1/29/2025 HMS Capital Management LLC6,591$702K0.3%+32.2%0.002%
1/29/2025 Warren Street Wealth Advisors LLC2,348$250K0.1%+17.4%0.001%
1/29/2025 Naples Global Advisors LLC49,129$5.24M0.5%+17.8%0.014%
1/29/2025 Diversified Portfolios Inc.157,627$16.80M1.8%+2.9%0.046%
1/29/2025 Allspring Global Investments Holdings LLC108,460$11.56M0.0%+719.2%0.031%
1/29/2025 Avidian Wealth Enterprises LLC43,137$4.60M0.2%+6.1%0.012%
1/29/2025 Gladstone Institutional Advisory LLC4,548$485K0.0%+16.3%0.001%
1/29/2025 Alaska Wealth Advisors180,479$19.23M3.0%-2.4%0.052%
1/29/2025 TFB Advisors LLC11,422$1.22M0.3%+3.5%0.003%
1/29/2025 Beacon Financial Group5,111$545K0.1%+32.0%0.001%
1/29/2025 TCV Trust & Wealth Management Inc.10,227$1.09M0.1%+12.2%0.003%
1/29/2025 Sonata Capital Group Inc.13,944$1.49M0.6%+5.8%0.004%
1/29/2025 Leavell Investment Management Inc.3,760$401K0.0%-5.8%0.001%
1/29/2025 Portfolio Design Labs LLC2,382$254K0.1%N/A0.001%
1/29/2025 Oceanside Advisors LLC3,541$377K0.3%+8.1%0.001%
1/29/2025 Cardinal Strategic Wealth Guidance204,397$21.78M6.9%-0.2%0.059%
1/29/2025 Balentine LLC879,575$93.72M3.8%-0.7%0.255%
1/29/2025 AIFG Consultants Ltd.8,247$879K1.4%-75.7%0.002%
1/29/2025 Single Point Partners LLC175,873$18.74M4.3%N/A0.051%
1/29/2025 Wealthcare Capital Partners LLC10,956$1.17M0.6%N/A0.003%
1/29/2025 True Vision MN LLC48,740$5.19M3.1%+6.2%0.014%
1/29/2025 Sovran Advisors LLC37,496$3.95M0.6%N/A0.011%
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1/29/2025 Armor Investment Advisors LLC37,009$3.94M1.6%+20.7%0.011%
1/29/2025 Focus Financial Network Inc.78,833$8.40M0.3%-1.7%0.023%
1/29/2025 Ocean Park Asset Management LLC4,655$496K0.0%+98.9%0.001%
1/29/2025 Global Wealth Management Investment Advisory Inc.10,472$1.12M0.2%+18.7%0.003%
1/29/2025 Bristlecone Advisors LLC10,690$1.14M0.1%+9.4%0.003%
1/29/2025 Soltis Investment Advisors LLC7,121$759K0.1%+64.4%0.002%
1/29/2025 Cornerstone Planning Group LLC2,170$232K0.1%+31.8%0.001%
1/29/2025 Silicon Valley Capital Partners1,490$159K0.0%+12.2%0.000%
1/29/2025 Wingate Wealth Advisors Inc.8,716$929K0.9%N/A0.003%
1/29/2025 MBA Advisors LLC2,415$257K0.1%-6.3%0.001%
(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, 1,627 institutional investors and hedge funds held shares of iShares National Muni Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.22B), Envestnet Asset Management Inc. ($1.97B), FMR LLC ($1.54B), Creative Planning ($1.37B), JPMorgan Chase & Co. ($1.05B), Betterment LLC ($1.05B), and Bank of New York Mellon Corp ($1.03B).Learn more on MUB's institutional investors.

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

Of the 1,453 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: TIAA Trust National Association ($13.51M), Envestnet Asset Management Inc. ($10.00M), Wealthfront Advisers LLC ($9.81M), Envestnet Portfolio Solutions Inc. ($5.91M), Charles Schwab Investment Advisory Inc. ($4.36M), Life Planning Partners Inc ($3.67M), and Orgel Wealth Management LLC ($3.63M).

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

Institutional investors have bought a total of 154,478,763 shares in the last 24 months. This purchase volume represents approximately $16.37B in transactions.

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

Of the 1,039 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 ($7.57M), Charles Schwab Investment Advisory Inc. ($5.27M), Envestnet Asset Management Inc. ($4.71M), Bank of America Corp DE ($3.00M), Allstate Corp ($2.97M), and JPMorgan Chase & Co. ($2.72M).

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

Institutional investors have sold a total of 78,697,624 shares in the last 24 months. This volume of shares sold represents approximately $8.41B in transactions.


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This page (NYSEARCA:MUB) was last updated on 2/1/2025 by MarketBeat.com Staff
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