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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Envestnet Asset Management Inc, Corient Private Wealth Llc, Citadel Advisors Llc, and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-363-2.8%12,432$1.34MQ2 2026Oct 27, 2026
Sage Financial Group IncSell-64-0.3%20,315$2.19MQ2 2026Oct 27, 2026
Gibbs Wealth ManagementSell-555-4.6%11,519$1.24MQ2 2026Oct 21, 2026
Hms Capital Management, LlcBuy+16,529+75.9%38,318$4.12MQ2 2026Oct 20, 2026
Jaffetilchin Investment Partners, LlcBuy+171+7.8%2,364$254.42KQ2 2026Oct 20, 2026
Elm Partners Management LlcSell-36,962-26.3%103,433$11.13MQ2 2026Oct 07, 2026
Envestnet Asset Management IncBuy+880,501+5.3%17,585,152$1.89BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+67,637+5.8%1,242,985$133.77MQ2 2026Sep 23, 2026
Security National Bank Of So DakBuy+344—344$37.02KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-165-5.5%2,822$303.70KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+188,264+53.5%540,228$58.14MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+676+52.7%1,959$210.83KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-220,472-69.4%97,228$10.46MQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+4+0.2%2,277$245.05KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-442,021-51.1%422,533$45.47MQ2 2026Aug 27, 2026
Brown Financial AdvisorsBuy+2,435+19.5%14,919$1.61MQ2 2026Aug 26, 2026
Horan Wealth, LlcBuy+162+1.9%8,538$918.91KQ2 2026Aug 26, 2026
Financial Insights, Inc.Sell-3,750-17.1%18,241$1.96MQ2 2026Aug 25, 2026
Tobias Financial Advisors, Inc.Sell-807-18.9%3,456$371.94KQ2 2026Aug 25, 2026
Bernard Wealth Management Corp.Sell-196-14.1%1,192$128.28KQ2 2026Aug 21, 2026
Forefront Wealth Partners, LlcBuy+18,725+166.0%30,003$3.23MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-752-5.1%13,938$1.50MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+194+7.6%2,741$294.99KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+1,003,774+10.7%10,361,448$1.12BQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,045+4.8%66,258$7.13MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+581+4.2%14,508$1.56MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+136+755.6%154$16.57KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+44,715+366.1%56,928$6.13MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+29,083—29,083$3.13MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+22,229+2.9%778,307$83.76MQ2 2026Aug 18, 2026
Showing 30 of 1,499

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.