ISHARES LT NATIONAL MUNI BD (LMUB) Institutional Ownership Changes & 13F Activity

ISHARES LT NATIONAL MUNI BD (LMUB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Foundations Investment Advisors, Llc, Vestmark Advisory Solutions, Inc., Mercer Global Advisors Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,158+38.3%11,400$583.89KQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+37,91737,917$1.94MQ2 2026Aug 19, 2026
Km Capital Management Ltd.Buy+31,197+7.6%442,423$22.66MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+5,824+26.8%27,558$1.41MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+2,1442,144$110.00KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-88,883-42.1%122,442$6.27MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+83,571+32.4%341,310$17.48MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+48,30048,300$2.47MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+32,296+155.0%53,129$2.72MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-24,591-32.0%52,174$2.67MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+13,93713,937$713.85KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+13,817+13.7%115,023$5.89MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+13,408+8.4%173,943$8.91MQ2 2026Aug 14, 2026
Efg International AgBuy+11,288+22.2%62,187$3.19MQ2 2026Aug 14, 2026
&PartnersBuy+10,558+47.8%32,640$1.81MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+7,0047,004$358.75KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+6,755+71.9%16,148$827.10KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+5,654+60.4%15,014$769.02KQ2 2026Aug 14, 2026
Strategy Asset Managers LlcBuy+4,5494,549$233.00KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+4,2504,250$217.69KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,1664,166$213.38KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+4,0284,028$206.31KQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+3,996+53.7%11,434$585.65KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+3,791+134.4%6,612$338.69KQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+2,746+24.0%14,211$727.89KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,3772,377$122.00KQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+2,165+39.0%7,715$395.16KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,1251,125$57.64KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+763+4.6%17,406$891.54KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+558+1.6%36,220$1.84MQ2 2026Aug 14, 2026
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Frequently asked questions about LMUB activity

  • Which institutional owners are buying LMUB?

    Institutional owners buying LMUB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LMUB activity?

    "Buy" means an investor increased their reported position in LMUB compared to the prior reporting period. This reflects growing exposure to ISHARES LT NATIONAL MUNI BD (LMUB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LMUB increasing?

    Institutional interest in LMUB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.