MUB Institutional Ownership & Shareholders
ISHARES NATIONAL MUNI BOND E (MUB) is currently held by 1,639 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MUB tracked by InsiderSet, reporting ownership valued at approximately $4.81B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.66B, representing an estimated loss of -3.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed MUB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Fmr Llc, Betterment Llc, and several other long-term asset managers with concentrated positions in ISHARES NATIONAL MUNI BOND E (MUB).
This page ranks the largest institutional MUB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,639
Total Reported Value
$38.43B
Largest Holder
Bank Of America Corp
Largest Position
$4.81B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.31% | 44,699,544 | $4,810,564,892 | $4,656,798,494 | -$153,766,398 | -3.20% | |
| Fmr Llc | 0.11% | 22,787,508 | $2,452,391,568 | $2,374,002,583 | -$78,388,985 | -3.20% | |
| Betterment Llc | 3.83% | 21,039,515 | $2,264,273,000 | $2,191,896,673 | -$72,376,327 | -3.20% | |
| Envestnet Asset Management Inc | 0.45% | 17,585,152 | $1,892,488,342 | $1,832,021,135 | -$60,467,207 | -3.20% | |
| Creative Planning | 0.88% | 15,543,077 | $1,571,405,123 | $1,619,277,762 | +$47,872,639 | +3.05% | |
| Lpl Financial Llc | 0.31% | 12,757,070 | $1,372,915,844 | $1,329,031,553 | -$43,884,291 | -3.20% | |
| Fisher Asset Management, Llc | 0.41% | 12,648,532 | $1,361,235,047 | $1,317,724,064 | -$43,510,983 | -3.20% | |
| Wells Fargo & Company/Mn | 0.19% | 10,375,308 | $1,116,590,590 | $1,080,899,587 | -$35,691,003 | -3.20% | |
| Mercer Global Advisors Inc | 1.38% | 10,361,448 | $1,115,098,958 | $1,079,455,653 | -$35,643,305 | -3.20% | |
| Ubs Group Ag | 0.14% | 8,227,175 | $885,408,574 | $857,107,092 | -$28,301,483 | -3.20% | |
| Morgan Stanley | 0.04% | 7,865,009 | $846,432,455 | $819,376,638 | -$27,055,817 | -3.20% | |
| Bank Of New York Mellon Corp | 0.13% | 7,514,130 | $808,670,689 | $782,822,063 | -$25,848,626 | -3.20% | |
| Pnc Financial Services Group, Inc. | 0.38% | 6,523,667 | $702,077,095 | $679,635,628 | -$22,441,467 | -3.20% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.22% | 5,996,446 | $645,337,519 | $624,709,744 | -$20,627,775 | -3.20% | |
| Us Bancorp \De\ | 0.63% | 5,353,257 | $576,126,810 | $557,702,314 | -$18,424,496 | -3.20% | |
| Sei Investments Co | 0.48% | 5,065,381 | $545,136,420 | $527,711,393 | -$17,425,027 | -3.20% | |
| Wealthfront Advisers Llc | 0.94% | 4,552,278 | $489,916,158 | $474,256,322 | -$15,659,836 | -3.20% | |
| Jpmorgan Chase & Co | 0.03% | 4,479,123 | $482,446,575 | $466,635,034 | -$15,811,541 | -3.28% | |
| Cetera Investment Advisers | 0.35% | 3,581,966 | $385,491,170 | $373,169,218 | -$12,321,952 | -3.20% | |
| Assetmark, Inc | 0.59% | 3,469,360 | $350,752,309 | $361,437,925 | +$10,685,616 | +3.05% | |
| Jones Financial Companies Lllp | 0.14% | 3,176,798 | $341,831,822 | $330,958,816 | -$10,873,006 | -3.18% | |
| Commonwealth Equity Services, Llc | 0.36% | 2,766,216 | $279,664,431 | $288,184,383 | +$8,519,952 | +3.05% | |
| Goldman Sachs Group Inc | 0.03% | 2,580,280 | $277,689,800 | $268,813,570 | -$8,876,230 | -3.20% | |
| Allstate Corp | 2.76% | 2,568,075 | $276,376,231 | $267,542,054 | -$8,834,177 | -3.20% | |
| Mml Investors Services, Llc | 0.53% | 2,391,883 | $257,414,450 | $249,186,371 | -$8,228,079 | -3.20% | |
| Orgel Wealth Management, Llc | 4.82% | 2,526,062 | $255,384,869 | $263,165,139 | +$7,780,270 | +3.05% | |
| Raymond James Financial Inc | 0.07% | 2,269,886 | $244,285,201 | $236,476,723 | -$7,808,478 | -3.20% | |
| Rwa Wealth Partners, Llc | 2.32% | 2,248,617 | $241,996,184 | $234,260,919 | -$7,735,265 | -3.20% | |
| Sequoia Financial Advisors | 1.14% | 2,128,656 | $229,085,905 | $221,763,382 | -$7,322,523 | -3.20% | |
| Mariner, Llc | 0.24% | 2,096,093 | $225,581,738 | $218,370,969 | -$7,210,769 | -3.20% | |
| Facet Wealth, Inc. | 2.90% | 1,883,582 | $202,711,129 | $196,231,573 | -$6,479,556 | -3.20% | |
| Ameriprise Financial Inc | 0.04% | 1,823,329 | $196,217,900 | $189,954,415 | -$6,263,485 | -3.19% | |
| One Capital Management, Llc | 4.74% | 1,606,330 | $170,512,010 | $167,347,459 | -$3,164,551 | -1.86% | |
| Captrust Financial Advisors | 0.23% | 1,366,152 | $147,025,278 | $142,325,715 | -$4,699,563 | -3.20% | |
| Citigroup Inc | 0.07% | 1,323,673 | $142,453,732 | $137,900,253 | -$4,553,479 | -3.20% | |
| Envestnet Portfolio Solutions, Inc. | 0.64% | 1,242,985 | $133,770,015 | $129,494,177 | -$4,275,838 | -3.20% | |
| Wedmont Private Capital | 2.98% | 1,235,371 | $124,451,262 | $128,700,951 | +$4,249,689 | +3.41% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.03% | 1,169,211 | $124,111,748 | $121,808,402 | -$2,303,346 | -1.86% | |
| Blackrock, Inc. | 0.00% | 1,115,072 | $120,004,004 | $116,168,201 | -$3,835,803 | -3.20% | |
| Osaic Holdings, Inc. | 0.14% | 1,112,879 | $119,793,626 | $115,939,734 | -$3,853,892 | -3.22% | |
| Royal Bank Of Canada | 0.02% | 1,103,924 | $118,804,000 | $115,006,802 | -$3,797,198 | -3.20% | |
| Cerity Partners Llc | 0.14% | 1,101,170 | $118,508,345 | $114,719,891 | -$3,788,454 | -3.20% | |
| Renaissance Technologies LLC | Jim Simons | 0.15% | 1,004,526 | $108,107,088 | $104,651,519 | -$3,455,569 | -3.20% |
| Truist Financial Corp | 0.12% | 1,039,321 | $105,075,387 | $108,276,462 | +$3,201,075 | +3.05% | |
| Focus Partners Wealth | 0.10% | 907,867 | $97,704,664 | $94,581,584 | -$3,123,080 | -3.20% | |
| Onedigital Investment Advisors Llc | 0.81% | 895,982 | $96,425,537 | $93,343,405 | -$3,082,132 | -3.20% | |
| Orion Porfolio Solutions, Llc | 0.74% | 895,244 | $96,346,157 | $93,266,520 | -$3,079,637 | -3.20% | |
| Choreo, Llc | 0.96% | 928,560 | $93,877,418 | $96,737,381 | +$2,859,963 | +3.05% | |
| Signaturefd, Llc | 1.19% | 916,984 | $92,707,110 | $95,531,393 | +$2,824,283 | +3.05% | |
| Ep Wealth Advisors, Llc | 0.35% | 854,384 | $91,948,770 | $89,009,725 | -$2,939,045 | -3.20% |
Frequently asked questions about MUB
Who are the largest institutional holders of MUB?
The largest institutional holders of MUB reported in the latest SEC Form 13F filings include Bank Of America Corp, Fmr Llc, Betterment Llc, Envestnet Asset Management Inc, and Creative Planning. InsiderSet ranks institutional holders by their latest reported MUB position.
What is MUB institutional ownership?
This page tracks MUB positions reported by institutional investment managers through SEC Form 13F. ISHARES NATIONAL MUNI BOND E (MUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MUB?
InsiderSet currently tracks 1,639 institutional managers reporting MUB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MUB shareholders.
How much MUB stock do institutions own?
Institutional investment managers disclosed approximately $38.43B in MUB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MUB institutional ownership last updated?
The latest MUB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MUB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MUB position after the reporting date.
Are institutions buying or selling MUB?
Institutional buying and selling can be analyzed by comparing MUB positions across consecutive 13F reporting periods. InsiderSet's MUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MUB ownership changes.
How has MUB institutional ownership changed over time?
InsiderSet tracks MUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.