MUB · iShares National Muni Bond ETF ETF
$104.03
+0.03 (+0.03%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 11
Total Value: $106,973,521
Total Shares: 993,993
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 11 13F filers · Δ vs Mar 31, 2026Top Holder
42.5%
+3.4 pts
Top 5
96.3%
−3.7 pts
Top 10
99.8%
−0.2 pts
HHI
3,384
Highly concentrated+126
Quarterly Activity
vs Mar 31, 2026
New
8
Increased
0
Decreased
3
Sold Out
2
Unchanged
0
Holder count:
+6
Institutional value:
+48.0%
Shares held:
+46.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −7,362 | 69,459 | |
| Small Range Advisory, LLC | −2,801 | 5,221 | |
| Small Advus Financial Partners, LLC | −240 | 65,162 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 422,533 | $45,473,001 | |
| Mega CITADEL ADVISORS LLC | 382,228 | $41,135,377 | |
| Small Financial Insights, Inc. | 18,241 | $1,963,096 | |
| Small Brown Financial Advisors | 14,919 | $1,605,582 | |
| Small HORAN Wealth, LLC | 8,538 | $918,859 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 266,021 | $28,238,127 | |
| Mid Dakota Wealth Management | 264,783 | $28,106,715 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC MUB | $45,473,001 | 42.51% | 422,533 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC MUB | $18,682,832 | 17.46% | 173,600 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC MUB | $11,988,868 | 11.21% | 111,400 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC MUB | $10,463,677 | 9.78% | 97,228 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group MUB | $7,475,177 | 6.99% | 69,459 | Shares | 2026-09-02 | |
| Small Advus Financial Partners, LLC MUB | $7,012,734 | 6.56% | 65,162 | Shares | 2026-08-25 | |
| Small Financial Insights, Inc. MUB | $1,963,096 | 1.84% | 18,241 | Shares | 2026-08-25 | |
| Small Brown Financial Advisors MUB | $1,605,582 | 1.50% | 14,919 | Shares | 2026-08-26 | |
| Small HORAN Wealth, LLC MUB | $918,859 | 0.86% | 8,538 | Shares | 2026-08-26 | |
| Small Range Advisory, LLC MUB | $561,884 | 0.53% | 5,221 | Shares | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. MUB | $371,934 | 0.35% | 3,456 | Shares | 2026-08-25 | |
| Small Second Line Capital, LLC MUB | $245,050 | 0.23% | 2,277 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank MUB | $210,827 | 0.20% | 1,959 | Shares | 2026-09-04 |