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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$107.43 +0.29 (+0.27%)
(As of 11/15/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares National Muni Bond ETF (NYSEARCA:MUB)

Number of
Institutional Buyers
(last 12 months)
990
Total
Institutional Inflows
(last 12 months)
$5.67B
Number of
Institutional Sellers
(last 12 months)
709
Total
Institutional Outflows
(last 12 months)
$4.28B
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MUB Institutional Buying and Selling by Quarter

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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
11/15/2024MidWestOne Financial Group Inc.32,233$3.50M0.5%+11.0%0.009%
11/15/2024Clarity Asset Management Inc.96,836$10.52M7.3%-9.9%0.028%
11/15/2024Brophy Wealth Management LLC10,588$1.15M0.4%N/A0.003%
11/15/2024High Falls Advisors Inc68,149$7.40M1.7%+29.6%0.020%
11/15/2024M&T Bank Corp281,900$30.62M0.1%-11.7%0.082%
11/15/2024Drucker Wealth 3.0 LLC4,142$450K0.1%-31.1%0.001%
11/15/2024EWA LLC4,190$449K0.2%-11.2%0.001%
11/15/2024MML Investors Services LLC1,505,729$163.57M0.6%+5.6%0.436%
11/15/2024Legacy Investment Solutions LLC319$34K0.0%N/A0.000%
11/15/2024Passive Capital Management LLC.59,829$6.50M2.3%-1.3%0.017%
11/15/2024Orion Portfolio Solutions LLC653,865$71.03M1.6%+2.6%0.189%
11/15/2024 World Investment Advisors LLC464,511$50.46M0.3%+87.2%0.135%
11/15/2024 Zacks Investment Management3,495$380K0.0%+7.9%0.001%
11/15/2024EP Wealth Advisors LLC940,337$102.15M0.9%+3.5%0.272%
11/15/2024Kovitz Investment Group Partners LLC103,528$11.26M0.1%+36.6%0.030%
11/15/2024 Stifel Financial Corp674,547$73.28M0.1%+16.0%0.195%
11/15/2024 Swmg LLC7,211$772K0.3%+6.8%0.002%
11/15/2024 SageView Advisory Group LLC181,155$19.68M1.0%+1.5%0.052%
11/15/2024 Quadrature Capital Ltd8,806$956K0.0%N/A0.003%
11/15/2024 Quantinno Capital Management LP27,427$2.98M0.0%+27.6%0.008%
11/15/2024 Redwood Investment Management LLC17,193$1.91M0.2%+0.6%0.005%
11/15/2024 Retirement Investment Advisors Inc.255,841$27.79M3.0%+5.5%0.074%
11/15/2024 IHT Wealth Management LLC34,002$3.69M0.1%+23.9%0.010%
11/15/2024 Integrated Wealth Concepts LLC258,947$28.13M0.3%+10.1%0.075%
11/15/2024 HighTower Advisors LLC1,677,413$182.22M0.3%+13.0%0.486%
11/15/2024 Hilltop Holdings Inc.4,685$509K0.0%+20.7%0.001%
11/15/2024 Garden State Investment Advisory Services LLC22,791$2.48M0.7%+0.6%0.007%
11/15/2024 Centiva Capital LP800,000$86.90M1.7%+166.7%0.232%
11/15/2024 Ascent Group LLC41,544$4.51M0.3%+31.5%0.012%
11/15/2024 Benjamin Edwards Inc.34,003$3.69M0.1%N/A0.010%
11/15/2024 Kestra Investment Management LLC402,734$43.75M1.9%+67.2%0.117%
11/15/2024 FSA Wealth Management LLC1,844$200K0.1%N/A0.001%
11/14/2024 Tradition Wealth Management LLC5,596$608K0.1%-5.1%0.002%
11/14/2024 Edgestream Partners L.P.75,282$8.18M0.4%+57.6%0.022%
11/14/2024 Acropolis Investment Management LLC50,107$5.44M0.3%+0.2%0.015%
11/14/2024 L.M. Kohn & Company1,850$201K0.1%N/A0.001%
11/14/2024 TRUE Private Wealth Advisors3,658$397K0.0%-11.3%0.001%
11/14/2024 Captrust Financial Advisors1,048,318$113.88M0.3%+14.3%0.304%
11/14/2024 Icon Wealth Advisors LLC251,848$27.36M2.3%-0.2%0.073%
11/14/2024 Capstone Investment Advisors LLC69,601$7.56M0.0%N/A0.020%
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11/14/2024 Rockefeller Capital Management L.P.393,189$42.71M0.1%+2.3%0.114%
11/14/2024 Carl P. Sherr & Co. LLC14,887$1.62M0.9%-11.3%0.004%
11/14/2024 Financial Counselors Inc.33,750$3.67M0.1%+1.6%0.010%
11/14/2024 Noesis Capital Mangement Corp4,804$522K0.1%-40.8%0.001%
11/14/2024 Wit LLC293$32K0.9%+713.9%0.000%
11/14/2024 Fiduciary Trust Co114,290$12.42M0.2%-2.7%0.033%
11/14/2024 Stone House Investment Management LLC70,692$7.68M1.6%-0.6%0.020%
11/14/2024 Bell Investment Advisors Inc4,007$435K0.1%-2.6%0.001%
11/14/2024 True Vision MN LLC45,893$4.99M2.9%+3.5%0.013%
11/14/2024 CreativeOne Wealth LLC34,960$3.80M0.1%+11.7%0.010%
11/13/2024 Freedom Investment Management Inc.7,651$831K0.1%-2.5%0.002%
11/13/2024 Insight Wealth Partners LLC24,195$2.63M0.5%+2.1%0.007%
11/13/2024 Townsquare Capital LLC267,548$29.06M0.3%+27.8%0.078%
11/13/2024 Transamerica Financial Advisors Inc.28,513$3.10M0.3%-2.8%0.008%
11/13/2024 BNP Paribas Financial Markets96,130$10.44M0.0%-82.6%0.028%
11/13/2024 D.A. Davidson & CO.13,118$1.43M0.0%-3.6%0.004%
11/13/2024 FMR LLC14,213,125$1.54B0.1%-13.3%4.117%
11/13/2024 Elios Financial Group Inc.10,395$1.13M0.5%N/A0.003%
11/13/2024 The Manufacturers Life Insurance Company 211,634$22.99M0.0%+5.6%0.061%
11/13/2024 Bank of Montreal Can455,757$49.54M0.0%+1.4%0.132%
11/13/2024 Private Trust Co. NA43,989$4.78M0.5%+37.6%0.013%
11/13/2024 Diversified LLC29,963$3.26M0.4%+11.2%0.009%
11/13/2024 Hancock Whitney Corp40,268$4.37M0.1%-7.6%0.012%
11/13/2024 Brown Brothers Harriman & Co.19,724$2.14M0.0%+60.6%0.006%
11/13/2024 Alliance Wealth Management Group56,455$6.13M1.6%-3.4%0.016%
11/13/2024 Independent Advisor Alliance4,641$504K0.0%N/A0.001%
11/13/2024Fisher Asset Management LLC5,274,915$573.01M0.2%+11.5%1.528%
11/12/2024 Cahill Financial Advisors Inc.10,438$1.13M0.2%+3.3%0.003%
11/12/2024 SevenBridge Financial Group LLC38,350$4.12M0.7%-1.9%0.011%
11/12/2024 Crewe Advisors LLC140,520$15.27M1.8%+19.5%0.041%
11/12/2024Larson Financial Group LLC7,791$846K0.0%+295.7%0.002%
11/12/2024 Family Capital Management Inc.7,980$867K0.6%+14.0%0.002%
11/12/2024 Okabena Investment Services Inc.93,162$10.12M2.9%+1.6%0.027%
11/12/2024 Truepoint Inc.4,442$483K0.0%-25.6%0.001%
11/12/2024 Jim Saulnier & Associates LLC5,739$623K0.6%N/A0.002%
11/12/2024 Towercrest Capital Management114,529$12.44M2.0%-7.1%0.033%
11/12/2024 Kingsview Wealth Management LLC51,187$5.56M0.1%+6.4%0.015%
11/12/2024 Cerity Partners LLC728,275$79.11M0.2%+1.5%0.211%
11/12/2024 Alesco Advisors LLC172,620$18.75M0.6%+3.9%0.050%
11/12/2024 Certified Advisory Corp8,338$906K0.1%+1.8%0.002%
11/12/2024 Great Valley Advisor Group Inc.276,122$30.00M0.7%+10.8%0.080%
11/12/2024 Flagstar Advisors Inc.3,445$374K0.1%+34.0%0.001%
11/12/2024 Nicolet Advisory Services LLC112,031$12.15M1.1%-2.3%0.032%
11/12/2024 GenTrust LLC69,179$7.52M0.4%+9.0%0.020%
11/12/2024 Nwam LLC18,664$2.03M0.1%N/A0.005%
11/12/2024 Meridian Wealth Management LLC13,538$1.47M0.1%N/A0.004%
11/12/2024 Icon Wealth Advisors LLC61,330$6.66M0.3%-75.7%0.018%
11/12/2024 Covenant Asset Management LLC2,619$285K0.0%+5.9%0.001%
11/12/2024 GM Advisory Group LLC87,355$9.49M0.6%-6.5%0.025%
11/12/2024 Biltmore Family Office LLC61,012$6.63M1.1%+13.9%0.018%
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11/12/2024 CFS Investment Advisory Services LLC56,249$6.11M0.5%-0.6%0.016%
11/12/2024 Accretive Wealth Partners LLC2,241$243K0.1%-9.9%0.001%
11/12/2024 Citigroup Inc.863,380$93.79M0.1%-3.2%0.250%
11/12/2024 Concorde Asset Management LLC3,149$342K0.2%-8.1%0.001%
11/12/2024 Altiora Financial Group LLC6,678$725K0.2%+18.7%0.002%
11/12/2024 Wrenne Financial Planning LLC53,987$5.87M3.5%+7.1%0.016%
11/12/2024 Charles Schwab Investment Management Inc.8,257,563$897.02M0.2%-4.1%2.392%
11/12/2024 Smithfield Trust Co60,840$6.61M0.3%+3.2%0.018%
11/12/2024 Integrated Investment Consultants LLC4,160$452K0.0%-7.4%0.001%
11/12/2024 Running Point Capital Advisors LLC16,805$1.83M0.7%+6.8%0.005%
(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, 1,599 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), Betterment LLC ($1.05B), Bank of New York Mellon Corp ($1.03B), and JPMorgan Chase & Co. ($1.01B).Learn more on MUB's institutional investors.

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

Of the 1,418 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), Orgel Wealth Management LLC ($3.91M), and US Bancorp DE ($3.46M).

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

Institutional investors have bought a total of 156,457,540 shares in the last 24 months. This purchase volume represents approximately $16.57B in transactions.

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

Of the 1,026 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 79,839,831 shares in the last 24 months. This volume of shares sold represents approximately $8.53B in transactions.


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This page (NYSEARCA:MUB) was last updated on 11/17/2024 by MarketBeat.com Staff
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