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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$106.74 -0.17 (-0.16%)
(As of 01:39 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
991
Total
Institutional Inflows
(last 12 months)
$5.62B
Number of
Institutional Sellers
(last 12 months)
712
Total
Institutional Outflows
(last 12 months)
$4.29B
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MUB Institutional Buying and Selling by Quarter

iShares National Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/18/2024Syntax Research Inc.1,300$141K0.1%N/A0.000%
12/17/2024Hiley Hunt Wealth Management3,335$362K0.2%-51.2%0.001%
12/16/2024 SMART Wealth LLC10,296$1.12M0.4%+165.3%0.003%
12/13/2024 B. Riley Wealth Advisors Inc.15,089$1.64M0.0%-33.8%0.004%
12/2/2024 Beaird Harris Wealth Management LLC42,654$4.63M0.4%+0.5%0.012%
11/27/2024 Franklin Resources Inc.112,935$12.15M0.0%+3.5%0.033%
11/26/2024 Peapack Gladstone Financial Corp60,697$6.59M0.1%+6.5%0.018%
11/25/2024 Synovus Financial Corp49,620$5.39M0.1%-11.5%0.014%
11/25/2024 Tidal Investments LLC14,049$1.52M0.0%+27.0%0.004%
11/25/2024 Wilmington Savings Fund Society FSB3,468$377K0.0%+17.6%0.001%
11/25/2024 World Investment Advisors LLC250,865$27.25M0.7%+1.1%0.073%
11/25/2024 Sanctuary Advisors LLC367,380$39.53M0.2%+31.8%0.106%
11/22/2024 Capstone Capital LLC6,110$664K0.6%-8.9%0.002%
11/22/2024 Eaton Financial Holdings Company LLC31,964$3.47M1.4%N/A0.009%
11/20/2024 Advisory Resource Group18,976$2.06M0.4%+11.0%0.005%
11/19/2024 Invst LLC10,196$1.11M0.1%+21.3%0.003%
11/19/2024 M&T Bank Corp281,900$30.62M0.1%-11.7%0.082%
11/18/2024 Soltis Investment Advisors LLC4,331$471K0.0%+81.8%0.001%
11/18/2024 Rehmann Capital Advisory Group43,669$4.74M0.3%+41.0%0.013%
11/18/2024 TD Private Client Wealth LLC42,314$4.60M0.1%+30.6%0.012%
11/18/2024 Coldstream Capital Management Inc.498,484$54.15M1.2%-6.8%0.144%
11/15/2024 MidWestOne Financial Group Inc.32,233$3.50M0.5%+11.0%0.009%
11/15/2024 Clarity Asset Management Inc.96,836$10.52M7.3%-9.9%0.028%
11/15/2024 Brophy Wealth Management LLC10,588$1.15M0.4%N/A0.003%
11/15/2024 High Falls Advisors Inc68,149$7.40M1.7%+29.6%0.020%
11/15/2024 M&T Bank Corp281,900$30.62M0.1%-11.7%0.082%
11/15/2024 Drucker Wealth 3.0 LLC4,142$450K0.1%-31.1%0.001%
11/15/2024 EWA LLC4,190$449K0.2%-11.2%0.001%
11/15/2024 MML Investors Services LLC1,505,729$163.57M0.6%+5.6%0.436%
11/15/2024 Legacy Investment Solutions LLC319$34K0.0%N/A0.000%
11/15/2024 Passive Capital Management LLC.59,829$6.50M2.3%-1.3%0.017%
11/15/2024 Orion 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%
11/15/2024 EP Wealth Advisors LLC940,337$102.15M0.9%+3.5%0.272%
11/15/2024 Kovitz 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%
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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%
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 Company211,634$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%
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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%
(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, 1,603 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 1,419 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 155,145,913 shares in the last 24 months. This purchase volume represents approximately $16.43B in transactions.

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

Of the 1,027 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 79,838,823 shares in the last 24 months. This volume of shares sold represents approximately $8.53B in transactions.



This page (NYSEARCA:MUB) was last updated on 12/18/2024 by MarketBeat.com Staff
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