ISHARES NATIONAL MUNI BOND E (MUB) Institutional Ownership Changes & 13F Activity
ISHARES NATIONAL MUNI BOND E (MUB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Integrated Wealth Concepts Llc, Corient Private Wealth Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +16,427 | +6.9% | 253,468 | $25.63K | Q3 2026 | Oct 02, 2026 |
| Global Wealth Strategies & Associates | Sell | -4,023 | -3.4% | 115,195 | $11.65M | Q3 2026 | Oct 02, 2026 |
| Private Client Services, Llc | Buy | +3,019 | +12.5% | 27,100 | $2.74M | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Buy | +2,803 | — | 2,803 | $283.38K | Q3 2026 | Oct 02, 2026 |
| First Citizens Financial Corp | Sell | -1,242 | -38.1% | 2,022 | $204.42K | Q3 2026 | Oct 02, 2026 |
| Miller Global Investments, Llc | Buy | +955 | — | 955 | $96.55K | Q3 2026 | Oct 02, 2026 |
| Stairway Partners, Llc | Sell | -190 | -0.1% | 188,555 | $19.06M | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Buy | +30,736 | +102.1% | 60,834 | $6.15M | Q3 2026 | Oct 01, 2026 |
| Coastline Trust Co | Sell | -3,743 | -11.7% | 28,124 | $2.84M | Q3 2026 | Oct 01, 2026 |
| First Financial Bank - Trust Division | Sell | -1,217 | -0.9% | 134,957 | $13.64M | Q3 2026 | Oct 01, 2026 |
| Burkett Financial Services, Llc | Buy | +185 | — | 185 | $18.70K | Q3 2026 | Oct 01, 2026 |
| Roxbury Financial Llc | Buy | +2 | +1.2% | 163 | $16.43K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -17,585,152 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -1,242,985 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Security National Bank Of So Dak | Sell | -344 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -2,822 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -85 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -540,228 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -1,959 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -97,228 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -2,277 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -422,533 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -14,919 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Horan Wealth, Llc | Sell | -8,538 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Financial Insights, Inc. | Sell | -18,241 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -3,456 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Bernard Wealth Management Corp. | Sell | -1,192 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Forefront Wealth Partners, Llc | Sell | -30,003 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -13,938 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -2,741 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
Frequently asked questions about MUB activity
Which institutional owners are buying MUB?
Institutional owners buying MUB 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 MUB activity?
"Buy" means an investor increased their reported position in MUB compared to the prior reporting period. This reflects growing exposure to ISHARES NATIONAL MUNI BOND E (MUB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MUB increasing?
Institutional interest in MUB 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.