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MUB

iShares National Muni Bond ETF
1W: -0.5% 1M: -0.9% 3M: -2.0% YTD: -0.6% 1Y: +4.0% 3Y: +7.4% 5Y: +2.7%
$106.17
+0.09 (+0.08%)
 
Weekly Expected Move ±0.4%
$105 $106 $106 $106 $107
ETF AMEX · AUM $43.9B

Institutional Ownership — MUB

1,738
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
32B
Total Invested
112
New Positions
744
Increased
680
Reduced
199
Closed
1.33
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1916 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 42,113,660 4.5B +4,763,839 +12.8% 13Q SEC ↗
2 FMR LLC 21,943,710 2.3B -354,174 -1.6% 13Q SEC ↗
3 Betterment LLC 19,583,732 2.1B +593,514 +3.1% 13Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 16,704,651 1.8B +2,522,106 +17.8% 13Q SEC ↗
5 Creative Planning 14,367,478 1.5B +812,109 +6.0% 13Q SEC ↗
6 LPL Financial LLC 11,762,384 1.2B +663,075 +6.0% 13Q SEC ↗
7 Fisher Asset Management, LLC 11,596,161 1.2B +882,344 +8.2% 13Q SEC ↗
8 WELLS FARGO & COMPANY/MN 9,936,446 1.1B -51,034 -0.5% 12Q SEC ↗
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 8,903,359 $945M -3,083,102 -25.7% 13Q SEC ↗
10 MORGAN STANLEY 8,576,961 $911M +486,129 +6.0% 12Q SEC ↗
11 MERCER GLOBAL ADVISORS INC /ADV 8,549,244 $908M +1,037,682 +13.8% 12Q SEC ↗
12 UBS Group AG 7,622,993 $809M +5,177,341 +211.7% 13Q SEC ↗
13 Bank of New York Mellon Corp 7,303,630 $775M +214,265 +3.0% 13Q SEC ↗
14 PNC FINANCIAL SERVICES GROUP, INC. 7,185,272 $763M -150,886 -2.1% 13Q SEC ↗
15 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW 5,687,268 $604M +0.0% 1Q SEC ↗
16 SEI INVESTMENTS CO 5,274,695 $560M +6,428 +0.1% 13Q SEC ↗
17 US BANCORP \DE 5,232,551 $556M +3,030 +0.1% 13Q SEC ↗
18 JPMORGAN CHASE & CO 4,709,555 $500M +17,682 +0.4% 13Q SEC ↗
19 Wealthfront Advisers LLC 4,442,764 $472M -457,491 -9.3% 13Q SEC ↗
20 Cetera Investment Advisers 3,210,936 $341M +416,372 +14.9% 13Q SEC ↗
21 ASSETMARK, INC 3,196,889 $339M +129,497 +4.2% 13Q SEC ↗
22 JONES FINANCIAL COMPANIES LLLP 2,953,836 $314M +681,226 +30.0% 13Q SEC ↗
23 COMMONWEALTH EQUITY SERVICES, LLC 2,823,552 $300M -38,196 -1.3% 13Q SEC ↗
24 Orgel Wealth Management, LLC 2,677,093 $284M +61,174 +2.3% 13Q SEC ↗
25 RWA WEALTH PARTNERS, LLC 2,331,591 $248M -35,380 -1.5% 13Q SEC ↗
26 RAYMOND JAMES FINANCIAL INC 2,281,826 $242M +492,497 +27.5% 6Q SEC ↗
27 GOLDMAN SACHS GROUP INC 2,114,126 $224M -290,944 -12.1% 13Q SEC ↗
28 Mariner, LLC 2,108,214 $224M +59,282 +2.9% 13Q SEC ↗
29 Sequoia Financial Advisors, LLC 1,977,019 $210M +210,628 +11.9% 13Q SEC ↗
30 MML INVESTORS SERVICES, LLC 1,947,693 $207M -81,008 -4.0% 13Q SEC ↗
31 HighTower Advisors, LLC 1,737,213 $184M -15,217 -0.9% 13Q SEC ↗
32 ALLSTATE CORP 1,733,524 $184M -1,282,885 -42.5% 13Q SEC ↗
33 AMERIPRISE FINANCIAL INC 1,675,290 $178M -546,987 -24.6% 13Q SEC ↗
34 One Capital Management, LLC 1,606,330 $171M +106,502 +7.1% 13Q SEC ↗
35 Facet Wealth, Inc. 1,397,796 $148M -172,869 -11.0% 13Q SEC ↗
36 CAPTRUST FINANCIAL ADVISORS 1,271,750 $135M +54,094 +4.4% 13Q SEC ↗
37 ROYAL BANK OF CANADA 1,258,347 $134M -29,580 -2.3% 13Q SEC ↗
38 Envestnet Portfolio Solutions, Inc. 1,175,348 $125M -578,013 -33.0% 11Q SEC ↗
39 CITIGROUP INC 1,173,907 $125M -101,537 -8.0% 12Q SEC ↗
40 UBS AM, a distinct business unit of UB 1,169,211 $124M +730,720 +166.6% 2Q SEC ↗
41 SIGNATUREFD, LLC 1,126,750 $120M -36,782 -3.2% 13Q SEC ↗
42 PARK AVENUE SECURITIES LLC NEW 1,079,334 $115M +0.0% 1Q SEC ↗
43 Cerity Partners LLC 1,070,265 $114M +71,036 +7.1% 13Q SEC ↗
44 Focus Partners Wealth 1,053,799 $112M -145,004 -12.1% 10Q SEC ↗
45 TRUIST FINANCIAL CORP 980,111 $104M +25,485 +2.7% 13Q SEC ↗
46 OSAIC HOLDINGS, INC. 927,175 $98M +81,428 +9.6% 13Q SEC ↗
47 JANE STREET GROUP, LLC 912,202 $97M +360,470 +65.3% 13Q SEC ↗
48 Corient Private Wealth LLC 864,554 $92M -831,396 -49.0% 13Q SEC ↗
49 EP Wealth Advisors, LLC 847,619 $90M +62,666 +8.0% 2Q SEC ↗
50 OneDigital Investment Advisors LLC 842,713 $89M +69,244 +9.0% 13Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
UBS Group AG +5,177,341 +211.7% 7,622,993
BANK OF AMERICA CORP /DE +4,763,839 +12.8% 42,113,660
ENVESTNET ASSET MANAGEMENT INC +2,522,106 +17.8% 16,704,651
MERCER GLOBAL ADVISORS INC /ADV +1,037,682 +13.8% 8,549,244
Fisher Asset Management, LLC +882,344 +8.2% 11,596,161
Creative Planning +812,109 +6.0% 14,367,478
UBS AM, a distinct business unit of +730,720 +166.6% 1,169,211
JONES FINANCIAL COMPANIES LLLP +681,226 +30.0% 2,953,836
LPL Financial LLC +663,075 +6.0% 11,762,384
Betterment LLC +593,514 +3.1% 19,583,732
RAYMOND JAMES FINANCIAL INC +492,497 +27.5% 2,281,826
MORGAN STANLEY +486,129 +6.0% 8,576,961
BlackRock, Inc. +432,320 +198.0% 650,618
FIFTH THIRD BANCORP +424,640 +377.8% 537,049
Cetera Investment Advisers +416,372 +14.9% 3,210,936
JANE STREET GROUP, LLC +360,470 +65.3% 912,202
NICOLET BANKSHARES INC +345,321 +6247.9% 350,848
RIVERNORTH CAPITAL MANAGEMENT, LLC +246,140 +271.0% 336,951
Bank of New York Mellon Corp +214,265 +3.0% 7,303,630
Sequoia Financial Advisors, LLC +210,628 +11.9% 1,977,019
Biggest Decreases (20)
HolderReducedChange %Total Shares
TIAA TRUST, NATIONAL ASSOCIATION -5,461,311 -95.2% 272,630
NORTHWESTERN MUTUAL WEALTH MANAGEME -3,083,102 -25.7% 8,903,359
ALLSTATE CORP -1,282,885 -42.5% 1,733,524
Corient Private Wealth LLC -831,396 -49.0% 864,554
Rockefeller Capital Management L.P. -592,400 -45.6% 706,540
Envestnet Portfolio Solutions, Inc. -578,013 -33.0% 1,175,348
AMERIPRISE FINANCIAL INC -546,987 -24.6% 1,675,290
Wealthfront Advisers LLC -457,491 -9.3% 4,442,764
Choate Investment Advisors -447,758 -38.4% 717,755
HSBC HOLDINGS PLC -402,826 -50.9% 388,912
Balentine LLC -377,929 -53.4% 330,343
HRT FINANCIAL LP -358,560 -99.1% 3,287
FMR LLC -354,174 -1.6% 21,943,710
WEALTH ENHANCEMENT ADVISORY SERVICE -329,058 -40.1% 492,231
GOLDMAN SACHS GROUP INC -290,944 -12.1% 2,114,126
AE Wealth Management LLC -279,968 -62.2% 169,836
Capital Analysts, LLC -221,815 -81.3% 51,032
World Investment Advisors -221,697 -56.5% 171,015
Bear Mountain Capital, Inc. -221,131 -99.0% 2,292
SWS Partners -189,183 -90.0% 21,095

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms