ISHARES NATIONAL MUNI BOND E MUB
$107.50
+0.1% 52w: $100.26 – $107.76
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data100.26104.01107.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.6K
-3 QoQ
13F value
$37.71B
+4.4% QoQ
Smart-money holders
35
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.4×
$131.1M calls / $300.0M puts
Institutional value by quarter
Number of holders
Who owns MUB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 42.1M | $4.47B | 0.3% | +12.8% |
| FMR LLC | Long only active | 21.9M | $2.33B | 0.1% | -1.6% |
| Betterment LLC | Wealth advisor | 19.6M | $2.08B | 3.9% | +3.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 16.7M | $1.77B | 0.5% | +17.8% |
| Creative Planning | Wealth advisor | 14.4M | $1.53B | 1.0% | +6.0% |
| LPL Financial LLC | Bank broker | 11.8M | $1.25B | 0.3% | +6.0% |
| Fisher Asset Management, LLC | Long only active | 11.6M | $1.23B | 0.4% | +8.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 10.0M | $1.06B | 0.2% | +0.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 9.4M | $993.3M | 1.5% | +9.5% |
| MORGAN STANLEY | Bank broker | 9.2M | $978.1M | 0.1% | +7.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 8.9M | $945.1M | 0.6% | +5.6% |
| UBS Group AG | Bank broker | 7.6M | $809.2M | 0.1% | +211.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 7.3M | $775.3M | 0.1% | +3.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 7.2M | $762.7M | 0.4% | -2.1% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 5.7M | $603.7M | 2.3% | — |
| SEI INVESTMENTS CO | Diversified mechanical | 5.3M | $559.9M | 0.5% | +0.1% |
| US BANCORP \DE\ | Wealth advisor | 5.2M | $555.4M | 0.7% | +0.1% |
| JPMORGAN CHASE & CO | Bank broker | 4.7M | $499.0M | 0.0% | +0.4% |
| Wealthfront Advisers LLC | Wealth advisor | 4.4M | $471.6M | 1.0% | -9.3% |
| Cetera Investment Advisers | Wealth advisor | 3.2M | $340.8M | 0.4% | +14.9% |
| ASSETMARK, INC | Wealth advisor | 3.2M | $339.3M | 0.7% | +4.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.0M | $312.3M | 0.2% | +30.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.8M | $299.7M | 0.4% | -1.3% |
| Orgel Wealth Management, LLC | Wealth advisor | 2.7M | $284.2M | 6.1% | +2.3% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 2.3M | $247.5M | 2.7% | -1.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.3M | $242.2M | 0.1% | +27.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.1M | $224.4M | 0.0% | +59.7% |
| Mariner, LLC | Diversified mechanical | 2.1M | $223.8M | 0.3% | +2.9% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 2.0M | $209.9M | 1.2% | +11.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.9M | $206.7M | 0.6% | -4.0% |
| HighTower Advisors, LLC | Diversified mechanical | 1.7M | $184.4M | 0.2% | -0.9% |
| ALLSTATE CORP | Insurance | 1.7M | $184.0M | 2.0% | -42.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.7M | $177.9M | 0.0% | -24.6% |
| One Capital Management, LLC | Wealth advisor | 1.6M | $170.5M | 4.7% | +7.1% |
| Facet Wealth, Inc. | Wealth advisor | 1.4M | $148.4M | 2.6% | -11.0% |
| CITIGROUP INC | Bank broker | 1.3M | $137.9M | 0.1% | +10.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.3M | $135.0M | 0.2% | +4.4% |
| ROYAL BANK OF CANADA | Bank broker | 1.3M | $133.6M | 0.0% | -2.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.2M | $124.8M | 0.7% | -33.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.2M | $124.1M | 0.0% | +166.6% |
| SIGNATUREFD, LLC | Wealth advisor | 1.1M | $119.6M | 1.8% | -3.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 1.1M | $114.6M | 0.9% | New |
| Cerity Partners LLC | Diversified mechanical | 1.1M | $113.6M | 0.2% | +7.1% |
| Focus Partners Wealth | Wealth advisor | 1.1M | $111.9M | 0.1% | -12.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 980.1K | $104.0M | 0.1% | +2.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 927.2K | $98.4M | 0.1% | +9.6% |
| Kestra Investment Management, LLC | Wealth advisor | 916.6K | $97.3M | 1.7% | +93.6% |
| JANE STREET GROUP, LLC | Market maker | 912.2K | $96.8M | 0.1% | +65.3% |
| Corient Private Wealth LLC | Diversified mechanical | 864.6K | $91.8M | 0.1% | -49.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 847.6K | $90.0M | 0.4% | +8.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.