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iShares National Muni Bond ETF (MUB) Institutional Ownership

iShares National Muni Bond ETF logo
$104.27 -0.09 (-0.09%)
As of 07/3/2025 05:00 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)
1207
Total
Institutional Inflows
(last 12 months)
$9.15B
Number of
Institutional Sellers
(last 12 months)
827
Total
Institutional Outflows
(last 12 months)
$4.19B
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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
7/3/2025 Garde Capital Inc.295,787$30.90M1.6%+6.3%0.080%
7/3/2025 Collective Family Office LLC16,020$1.67M0.4%+80.8%0.004%
7/3/2025 Stairway Partners LLC158,373$16.55M0.9%+1.5%0.043%
7/3/2025 Fiduciary Financial Group LLC84,638$8.83M1.6%+22.4%0.023%
7/2/2025 Boston Standard Wealth Management LLC232,865$24.33M4.4%+25.5%0.063%
7/2/2025 Helen Stephens Group LLC20,889$2.18M0.5%-3.0%0.006%
7/2/2025 Crumly & Associates Inc.10,560$1.10M0.3%-40.3%0.003%
7/2/2025 Waller Financial Planning Group Inc.27,208$2.84M0.7%+2.2%0.007%
7/1/2025 Confluence Investment Management LLC58,057$6.07M0.1%+215.3%0.016%
7/1/2025 Private Client Services LLC10,564$1.10M0.4%+21.4%0.003%
6/16/2025Maple Capital Management Inc.4,697$495K0.0%-23.3%0.001%
6/3/2025Invst LLC4,890$516K0.1%-55.8%0.001%
6/2/2025Modern Wealth Management LLC12,180$1.28M0.0%+60.1%0.003%
5/29/2025Plum Street Advisors LLC21,492$2.27M1.1%+4.2%0.006%
5/29/2025Apeiron RIA LLC113,604$11.98M3.6%+5.6%0.031%
5/28/2025Jones Financial Companies Lllp1,510,950$159.05M0.1%-0.4%0.407%
5/28/2025Addison Capital Co2,816$297K0.1%N/A0.001%
5/27/2025Jacobi Capital Management LLC15,071$1.59M0.1%-1.0%0.004%
5/27/2025SWS Partners20,723$2.19M0.7%-20.9%0.006%
5/22/2025Mattson Financial Services LLC387$41K0.0%N/A0.000%
5/21/2025Indiana Trust & Investment Management Co264$28K0.0%-59.2%0.000%
5/21/2025McAdam LLC43,115$4.55M0.3%-34.5%0.012%
5/21/2025Geneos Wealth Management Inc.54,955$5.79M0.2%+24.9%0.015%
5/21/2025Schmidt P J Investment Management Inc.9,121$962K0.2%-4.8%0.002%
5/20/2025Fortis Capital Advisors LLC18,955$2.00M0.4%+814.4%0.005%
5/20/2025Belpointe Asset Management LLC27,747$2.93M0.2%+476.1%0.007%
5/20/2025Focus Partners Wealth796,946$84.03M0.2%+9.8%0.215%
5/20/2025Flaharty Asset Management LLC6,877$725K0.1%+3.2%0.002%
5/20/2025Strive Asset Management LLC29,102$3.07M2.1%+35.8%0.008%
5/20/2025Integrity Alliance LLC.3,634$383K0.0%N/A0.001%
5/19/2025SageView Advisory Group LLC265,906$28.04M1.2%-4.3%0.072%
5/19/2025Advisory Alpha LLC14,837$1.56M0.1%+13.7%0.004%
5/19/2025 Trinity Financial Advisors LLC11,966$1.27M0.5%N/A0.003%
5/19/2025SCS Capital Management LLC186,183$19.63M0.2%N/A0.050%
5/16/2025HFM Investment Advisors LLC348$37K0.0%N/A0.000%
5/16/2025Ascent Group LLC403,075$42.50M1.8%+739.5%0.109%
5/16/2025Bell Investment Advisors Inc2,658$280K0.1%-25.8%0.001%
5/16/2025Signature Estate & Investment Advisors LLC6,048$638K0.0%-60.3%0.002%
5/16/2025Ashton Thomas Private Wealth LLC68,164$7.19M0.3%-14.0%0.018%
5/16/2025Goldman Sachs Group Inc.1,199,402$126.47M0.0%+7.4%0.325%
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5/16/2025Kestra Investment Management LLC356,377$35.25M1.1%-27.7%0.096%
5/16/2025Cape Investment Advisory Inc.1,856$196K0.1%+48.6%0.001%
5/16/2025Jones Financial Companies Lllp1,188,028$123.65M0.1%-21.7%0.320%
5/16/2025Financial Strategies Group Inc.19,440$2.01M0.5%+4.5%0.005%
5/16/2025Sepio Capital LP11,243$1.19M0.1%-0.9%0.003%
5/16/2025NewEdge Advisors LLC225,742$23.80M0.1%-9.5%0.061%
5/16/2025Integrated Wealth Concepts LLC313,984$33.11M0.4%+10.4%0.085%
5/16/2025Hancock Whitney Corp37,730$3.98M0.1%-42.6%0.010%
5/16/2025Clark Capital Management Group Inc.4,520$477K0.0%-75.5%0.001%
5/16/2025Clifford Group LLC42,588$4.49M4.2%+57.3%0.011%
5/16/2025Cook Wealth LLC86,198$9.00M4.4%-9.3%0.023%
5/16/2025Copperleaf Capital LLC5,297$558K0.3%-8.9%0.001%
5/16/2025Curi RMB Capital LLC4,590$484K0.0%N/A0.001%
5/16/2025Alliancebernstein L.P.439,190$46.31M0.0%-5.2%0.118%
5/16/2025Beaird Harris Wealth Management LLC30,521$3.22M0.3%-23.9%0.008%
5/16/2025AQR Capital Management LLC13,285$1.40M0.0%+21.2%0.004%
5/16/2025AlTi Global Inc.139,441$14.70M0.4%+10.4%0.038%
5/16/2025Algorithmic Investment Models LLC22,642$2.39M1.8%N/A0.006%
5/16/2025Ancora Advisors LLC590$62K0.0%+63.9%0.000%
5/16/2025Aprio Wealth Management LLC3,698$390K0.0%N/A0.001%
5/15/2025EP Wealth Advisors LLC949,055$100.07M0.8%-9.7%0.256%
5/15/2025LGL Partners LLC2,686$283K0.1%-90.6%0.001%
5/15/2025Focus Partners Advisor Solutions LLC75,831$8.00M0.1%+35.0%0.020%
5/15/2025One Wealth Capital Management LLC75,589$7.97M4.3%-2.8%0.020%
5/15/2025Flputnam Investment Management Co.92,391$9.74M0.2%-18.6%0.025%
5/15/2025Royal Bank of Canada2,294,904$241.97M0.1%+26.3%0.618%
5/15/2025Betterment LLC18,408,702$1.94B4.6%+0.8%4.961%
5/15/2025MAI Capital Management41,456$4.37M0.0%-6.5%0.011%
5/15/2025Calton & Associates Inc.5,745$606K0.1%N/A0.002%
5/15/2025Brasada Capital Management LP7,120$729K0.1%+17.6%0.002%
5/15/2025Wit LLC300,008$31.63M0.8%+102,995.5%0.081%
5/15/2025Connecticut Wealth Management LLC58,288$6.15M0.3%+8.4%0.016%
5/15/2025Insight Wealth Partners LLC26,154$2.76M0.5%-0.8%0.007%
5/15/2025Baird Financial Group Inc.324,026$34.17M0.1%-16.1%0.087%
5/15/2025OLD Mission Capital LLC143,066$15.09M0.2%N/A0.039%
5/15/2025The Manufacturers Life Insurance Company 236,047$24.89M0.0%+2.2%0.064%
5/15/2025GKV Capital Management Co. Inc.3,032$320K0.1%N/A0.001%
5/15/2025WPG Advisers LLC5,632$594K0.6%N/A0.002%
5/15/2025TD Capital Management LLC45,455$4.79M0.5%+5.3%0.012%
5/15/2025Tortoise Investment Management LLC13,835$1.46M0.2%-10.9%0.004%
5/15/2025Gerber Kawasaki Wealth & Investment Management64,559$6.81M0.3%-0.3%0.017%
5/15/2025Okabena Investment Services Inc.80,102$8.45M2.1%-25.8%0.022%
5/15/2025Clarity Asset Management Inc.64,301$6.78M4.4%-34.7%0.017%
5/15/2025D L Carlson Investment Group Inc.37,225$3.93M0.8%+2.8%0.010%
5/14/2025Paces Ferry Wealth Advisors LLC8,258$871K0.4%-2.1%0.002%
5/14/2025Triad Wealth Partners LLC9,210$971K0.3%-54.8%0.002%
5/14/2025Note Advisors LLC11,938$1.26M1.0%-5.4%0.003%
5/14/2025Ieq Capital LLC19,864$2.10M0.0%+567.0%0.005%
5/14/2025CreativeOne Wealth LLC42,394$4.47M0.1%+5.4%0.011%
5/14/2025Redwood Investment Management LLC18,344$1.93M0.2%-3.1%0.005%
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5/14/2025Per Stirling Capital Management LLC.20,989$2.21M0.3%-33.9%0.006%
5/14/2025Nicolet Bankshares Inc.5,860$618K0.1%-72.6%0.002%
5/14/2025PKS Advisory Services LLC2,869$302K0.1%+4.3%0.001%
5/14/2025Full Sail Capital LLC313,470$33.05M2.1%-2.9%0.084%
5/14/2025Apexium Financial LP10,926$1.15M0.1%-3.2%0.003%
5/14/2025Kayne Anderson Rudnick Investment Management LLC75,241$7.92M0.0%+2.3%0.020%
5/14/2025Comerica Bank388,695$40.98M0.2%-10.5%0.105%
5/14/2025Freedom Investment Management Inc.7,647$806K0.1%-5.6%0.002%
5/14/2025Synovus Financial Corp41,059$4.33M0.1%-8.8%0.011%
5/14/2025Ally Invest Advisors Inc.199,796$21.07M1.8%+2.6%0.054%
(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, 1,776 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. ($2.05B), Betterment LLC ($1.94B), FMR LLC ($1.46B), Creative Planning ($1.37B), Wells Fargo & Company MN ($1.13B), and LPL Financial LLC ($1.05B).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 1,573 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: TIAA Trust National Association ($13.70M), GAMMA Investing LLC ($13.46M), Wealthfront Advisers LLC ($7.57M), Brooklyn FI LLC ($6.99M), Envestnet Portfolio Solutions Inc. ($5.91M), Envestnet Asset Management Inc. ($5.82M), and Bank of America Corp DE ($5.30M).

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

Institutional investors have bought a total of 85,928,105 shares in the last 24 months. This purchase volume represents approximately $9.15B in transactions.

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

Of the 827 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: Wealthfront Advisers LLC ($10.60M), US Bancorp DE ($3.66M), FMR LLC ($2.70M), Envestnet Portfolio Solutions Inc. ($1.72M), Bank of New York Mellon Corp ($1.51M), Envestnet Asset Management Inc. ($892.22K), and Meeder Advisory Services Inc. ($763.51K).

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

Institutional investors have sold a total of 39,317,389 shares in the last 24 months. This volume of shares sold represents approximately $4.19B in transactions.


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This page (NYSEARCA:MUB) was last updated on 7/5/2025 by MarketBeat.com Staff
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