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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$104.71 -0.13 (-0.12%)
Closing price 04:10 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)
1140
Total
Institutional Inflows
(last 12 months)
$7.11B
Number of
Institutional Sellers
(last 12 months)
707
Total
Institutional Outflows
(last 12 months)
$4.11B
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MUB Institutional Buying and Selling by Quarter

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iShares National Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Avant Financial Advisors LLC39,002$4.16M3.8%N/A0.010%
3/17/2025 Wealth Enhancement Advisory Services LLC1,166,387$124.28M0.2%+73.1%0.309%
3/12/2025 Centaurus Financial Inc.996$106K0.0%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC2,060$220K0.3%N/A0.001%
3/7/2025 Aegis Wealth Management LLC11,575$1.23M0.8%N/A0.003%
3/6/2025 Elite Financial Inc.3,030$322K0.2%N/A0.001%
3/5/2025 Financial Insights Inc.33,515$3.57M1.4%-1.9%0.009%
3/4/2025 Dogwood Wealth Management LLC60,879$6.49M3.4%-0.4%0.016%
2/28/2025 BridgePort Financial Solutions LLC4,822$518K0.2%N/A0.001%
2/28/2025 Menard Financial Group LLC759$81K0.0%N/A0.000%
2/28/2025 Brooklyn FI LLC111,300$11.86M1.9%+2.3%0.029%
2/27/2025 Fidelity D & D Bancorp Inc.22,736$2.42M1.6%+205.3%0.006%
2/27/2025 Skyline Advisors Inc.116,275$12.39M4.8%+18.9%0.031%
2/27/2025 Brucke Financial Inc.10,167$1.08M0.9%N/A0.003%
2/27/2025 ABLE Financial Group LLC15,540$1.66M0.5%-15.6%0.004%
2/27/2025 Bernard Wealth Management Corp.2,976$317K0.1%N/A0.001%
2/26/2025 LifeWealth Investments LLC22,635$2.41M1.6%N/A0.007%
2/26/2025 Capital A Wealth Management LLC3,315$353K0.6%N/A0.001%
2/26/2025 Discipline Wealth Solutions LLC3,762$401K0.2%N/A0.001%
2/26/2025 Ballentine Capital Advisors Inc7,123$759K0.4%-14.6%0.002%
2/26/2025 Lakeshore Capital Group Inc.4,625$493K0.7%N/A0.001%
2/25/2025 Leigh Baldwin & CO. LLC2,396$255K0.1%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.12,413$1.32M0.0%-17.7%0.004%
2/25/2025 Integrated Advisors Network LLC108,666$11.58M0.6%+26.5%0.031%
2/24/2025 Great Valley Advisor Group Inc.290,679$30.97M0.7%+5.3%0.084%
2/24/2025 Ameriflex Group Inc.1,037$110K0.1%N/A0.000%
2/24/2025 United Advisor Group LLC3,860$411K0.1%-14.4%0.001%
2/21/2025 Ascent Group LLC48,012$5.12M0.4%+15.6%0.014%
2/21/2025 Fidelity D & D Bancorp Inc.22,736$2.42M1.8%+205.3%0.007%
2/20/2025 Forum Financial Management LP167,217$17.82M0.3%-35.7%0.048%
2/20/2025 Drucker Wealth 3.0 LLC3,213$342K0.1%-22.4%0.001%
2/19/2025 Orin Green Financial LLC119,747$12.76M5.6%+1.8%0.035%
2/19/2025 Columbia River Financial Group LLC6,381$679K0.5%N/A0.002%
2/19/2025 Invst LLC11,067$1.18M0.1%+8.5%0.003%
2/19/2025 Pinney & Scofield Inc.13,830$1.47M1.1%N/A0.004%
2/19/2025 WCG Wealth Advisors LLC12,261$1.31M0.1%+14.0%0.004%
2/18/2025 Western Wealth Management LLC2,129$227K0.1%-82.2%0.001%
2/18/2025 Helium Advisors LLC4,216$449K0.4%N/A0.001%
2/18/2025 Sunbelt Securities Inc.1,846$197K0.0%-19.3%0.001%
2/18/2025 Vise Technologies Inc.26,542$2.83M0.2%-15.6%0.008%
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2/18/2025 Navalign LLC4,459$475K0.1%-29.4%0.001%
2/18/2025 Connecticut Wealth Management LLC53,787$5.73M0.3%-4.0%0.016%
2/18/2025 City National Bank of Florida MSD10,982$1.17M1.1%N/A0.003%
2/18/2025 49 Wealth Management LLC4,250$453K0.1%N/A0.001%
2/18/2025 10Elms LLP2,050$218K0.2%N/A0.001%
2/18/2025 MidWestOne Financial Group Inc.29,833$3.18M0.4%-7.4%0.009%
2/18/2025 Elequin Capital LP3,719$396K0.0%-55.9%0.001%
2/18/2025 Focus Partners Advisor Solutions LLC56,159$5.98M0.1%+80.2%0.016%
2/18/2025 Continuum Advisory LLC7,439$793K0.1%-55.6%0.002%
2/18/2025 Note Advisors LLC12,620$1.35M1.2%N/A0.004%
2/18/2025 Glen Eagle Advisors LLC411$44K0.0%+981.6%0.000%
2/17/2025 Waverly Advisors LLC114,697$12.22M0.2%-0.4%0.033%
2/17/2025 Weitzel Financial Services Inc.91,332$9.75M4.6%+2.6%0.026%
2/17/2025 Visionary Wealth Advisors20,068$2.14M0.1%+1.1%0.006%
2/17/2025 Strive Asset Management LLC21,426$2.28M1.7%N/A0.006%
2/17/2025 Scissortail Wealth Management LLC17,549$1.87M0.5%+35,714.3%0.005%
2/17/2025 Sentinus LLC1,980$211K0.1%-97.7%0.001%
2/17/2025 Snowden Capital Advisors LLC24,695$2.63M0.1%-2.1%0.007%
2/17/2025 Royal Bank of Canada1,817,141$193.62M0.0%-8.6%0.526%
2/17/2025 Redwood Investment Management LLC18,938$2.02M0.2%+10.1%0.005%
2/17/2025 Quantinno Capital Management LP27,812$2.96M0.0%+1.4%0.008%
2/17/2025 Pathstone Holdings LLC421,747$44.94M0.2%-1.6%0.122%
2/17/2025 MainStreet Investment Advisors LLC9,245$985K0.1%+11.7%0.003%
2/17/2025 Nuveen Asset Management LLC311,763$33.23M0.0%+1,102.7%0.090%
2/17/2025 Millennium Management LLC2,388$254K0.0%-91.8%0.001%
2/17/2025 Lazard Asset Management LLC95,296$10.15M0.0%+9.2%0.028%
2/17/2025 Laird Norton Wetherby Trust Company LLC86,170$9.18M1.3%+31.7%0.025%
2/17/2025 LifePlan Investment Advisors Inc.15,315$1.63M1.0%+13.7%0.004%
2/17/2025 Investor s Fiduciary Advisor Network LLC9,359$997K0.4%N/A0.003%
2/17/2025 Guardian Wealth Advisors LLC NC14,640$1.56M0.1%+528.6%0.004%
2/17/2025 Gen Wealth Partners Inc14,275$1.52M0.7%+7.8%0.004%
2/17/2025 Graver Capital Management LLC25,539$2.72M2.8%N/A0.007%
2/17/2025 Focus Partners Wealth725,595$77.38M0.2%+96.2%0.210%
2/17/2025 Francis Financial Inc.16,345$1.74M0.4%+32.0%0.005%
2/17/2025 Full Sail Capital LLC322,810$34.40M2.2%+2.8%0.094%
2/17/2025 Ellevest Inc.936,540$99.83M5.8%-0.8%0.271%
2/17/2025 Elyxium Wealth LLC9,071$966K0.6%+11.4%0.003%
2/17/2025 Evensky & Katz LLC2,850$304K0.0%+9.5%0.001%
2/17/2025 Fairview Capital Investment Management LLC10,325$1.10M0.1%-79.5%0.003%
2/17/2025 First Manhattan CO. LLC.8,029$855K0.0%N/A0.002%
2/17/2025 Fiduciary Trust Co114,101$12.16M0.2%-0.2%0.033%
2/17/2025 Clark Capital Management Group Inc.18,477$1.97M0.0%N/A0.005%
2/17/2025 Clarity Asset Management Inc.98,435$10.49M6.8%+1.7%0.029%
2/17/2025 Deutsche Bank AG100,772$10.74M0.0%+11.3%0.029%
2/17/2025 D. E. Shaw & Co. Inc.1,356,800$144.57M0.1%+16,052.4%0.393%
2/17/2025 EP Wealth Advisors LLC1,050,511$111.93M0.9%+11.7%0.304%
2/17/2025 Colonial Trust Co SC1,605$171K0.0%+583.0%0.000%
2/17/2025 CoreCap Advisors LLC17,826$1.90M0.1%+122.3%0.005%
2/17/2025 Cornerstone Financial Group LLC NE 5,929$632K0.6%N/A0.002%
2/17/2025 Crabel Capital Management LLC15,081$1.61M5.2%-44.0%0.004%
Caught on Camera: Elon Musk’s “Area 51” (Ad)

You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see this footage.) A lot of people believe the U.S. government is hiding aliens at the highly classified U.S. Air Force facility in Nevada known as “Area 51.”

Click here now because after May 1st, it could be too late.
2/17/2025 Cresset Asset Management LLC202,296$21.56M0.1%-10.5%0.059%
2/17/2025 Cambridge Investment Research Advisors Inc.275,995$29.41M0.1%+6.6%0.080%
2/17/2025 Cetera Investment Advisers1,623,043$172.94M0.4%+8.6%0.470%
2/17/2025 Centiva Capital LP138,811$14.79M0.3%-82.6%0.040%
2/17/2025 BOKF NA1,184$125K0.0%N/A0.000%
2/17/2025 Cahill Financial Advisors Inc.11,818$1.26M0.2%+13.2%0.003%
2/17/2025 Captrust Financial Advisors1,136,181$121.06M0.3%+8.4%0.329%
2/17/2025 Cary Street Partners Financial LLC10,159$1.08M0.0%N/A0.003%
2/17/2025 Brown Wealth Management LLC153,768$16.38M5.8%-0.3%0.045%
2/17/2025 Baird Financial Group Inc.386,368$41.17M0.1%+25.2%0.112%
(Data available from 1/1/2016 forward)

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MUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUB shares?

During the previous two years, 1,733 institutional investors and hedge funds held shares of iShares National Muni Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.29B), Envestnet Asset Management Inc. ($2.17B), Betterment LLC ($1.95B), FMR LLC ($1.46B), Creative Planning ($1.37B), Wells Fargo & Company MN ($1.13B), and JPMorgan Chase & Co. ($1.08B).Learn more on MUB's institutional investors.

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

Of the 1,550 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), Wealthfront Advisers LLC ($9.81M), Envestnet Asset Management Inc. ($9.73M), Brooklyn FI LLC ($6.97M), Envestnet Portfolio Solutions Inc. ($5.91M), Bank of America Corp DE ($5.30M), and LPL Financial LLC ($4.57M).

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

Institutional investors have bought a total of 166,794,193 shares in the last 24 months. This purchase volume represents approximately $17.70B in transactions.

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

Of the 1,064 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: Wealthfront Advisers LLC ($9.74M), TIAA Trust National Association ($8.49M), FMR LLC ($8.10M), Envestnet Asset Management Inc. ($4.71M), US Bancorp DE ($3.62M), Bank of America Corp DE ($3.00M), and Allstate Corp ($2.97M).

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

Institutional investors have sold a total of 81,519,414 shares in the last 24 months. This volume of shares sold represents approximately $8.72B in transactions.



This page (NYSEARCA:MUB) was last updated on 3/27/2025 by MarketBeat.com Staff
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