MUB Institutional Ownership
iShares National Muni Bond ETF
1W: +0.1%
1M: -3.1%
3M: -6.1%
YTD: -5.3%
1Y: -4.3%
3Y: +5.5%
5Y: -2.9%
$100.96
-0.38 (-0.37%)
Weekly Expected Move ±0.9%
$99
$100
$101
$102
$103
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MUB
1,730
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
38B
Total Invested
117
New Positions
792
Increased
587
Reduced
74
Closed
1.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1828 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 44,699,544 | 4.5B | +2,585,884 | +6.1% | 15Q | SEC ↗ |
| 2 | FMR LLC | 22,787,508 | 2.3B | +843,798 | +3.8% | 70Q | SEC ↗ |
| 3 | Betterment LLC | 21,039,515 | 2.1B | +1,455,783 | +7.4% | 47Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 17,585,152 | 1.8B | +880,501 | +5.3% | 73Q | SEC ↗ |
| 5 | Creative Planning | 14,801,826 | 1.5B | +434,348 | +3.0% | 59Q | SEC ↗ |
| 6 | LPL Financial LLC | 12,757,070 | 1.3B | +994,686 | +8.5% | 53Q | SEC ↗ |
| 7 | Fisher Asset Management, LLC | 12,648,532 | 1.3B | +1,052,371 | +9.1% | 44Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 10,375,308 | 1.0B | +366,820 | +3.7% | 75Q | SEC ↗ |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 10,361,448 | 1.0B | +1,003,774 | +10.7% | 30Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 9,354,522 | $944M | +451,163 | +5.1% | 71Q | SEC ↗ |
| 11 | UBS Group AG | 8,227,175 | $831M | +604,182 | +7.9% | 47Q | SEC ↗ |
| 12 | MORGAN STANLEY | 7,865,009 | $794M | -1,349,308 | -14.6% | 60Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 7,514,130 | $759M | +210,500 | +2.9% | 74Q | SEC ↗ |
| 14 | PNC Financial Services Group, Inc. | 7,256,953 | $733M | +71,681 | +1.0% | 15Q | SEC ↗ |
| 15 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 5,996,446 | $605M | +309,178 | +5.4% | 2Q | SEC ↗ |
| 16 | US BANCORP \DE | 5,353,257 | $540M | +120,706 | +2.3% | 70Q | SEC ↗ |
| 17 | SEI INVESTMENTS CO | 5,065,381 | $511M | -209,314 | -4.0% | 15Q | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 4,552,278 | $460M | +109,514 | +2.5% | 31Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 4,479,123 | $452M | -230,432 | -4.9% | 65Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 3,581,966 | $362M | +371,030 | +11.6% | 42Q | SEC ↗ |
| 21 | ASSETMARK, INC | 3,352,646 | $338M | +155,757 | +4.9% | 52Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP | 3,176,798 | $321M | +222,962 | +7.5% | 26Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 2,808,282 | $284M | -15,270 | -0.5% | 35Q | SEC ↗ |
| 24 | Orgel Wealth Management, LLC | 2,708,345 | $273M | +31,252 | +1.2% | 31Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 2,580,280 | $261M | +466,154 | +22.0% | 15Q | SEC ↗ |
| 26 | ALLSTATE CORP | 2,568,075 | $259M | +834,551 | +48.1% | 15Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 2,391,883 | $241M | +444,190 | +22.8% | 37Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 2,269,886 | $229M | -11,940 | -0.5% | 7Q | SEC ↗ |
| 29 | RWA WEALTH PARTNERS, LLC | 2,248,617 | $227M | -82,974 | -3.6% | 39Q | SEC ↗ |
| 30 | Sequoia Financial Advisors, LLC | 2,128,656 | $215M | +151,637 | +7.7% | 46Q | SEC ↗ |
| 31 | Mariner, LLC | 2,096,093 | $212M | -12,121 | -0.6% | 45Q | SEC ↗ |
| 32 | Facet Wealth, Inc. | 1,883,582 | $190M | +485,786 | +34.8% | 23Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 1,823,329 | $184M | +148,039 | +8.8% | 16Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 1,689,093 | $171M | -48,120 | -2.8% | 61Q | SEC ↗ |
| 35 | One Capital Management, LLC | 1,606,330 | $162M | — | +0.0% | 36Q | SEC ↗ |
| 36 | CAPTRUST FINANCIAL ADVISORS | 1,366,152 | $138M | +94,402 | +7.4% | 47Q | SEC ↗ |
| 37 | CITIGROUP INC | 1,323,673 | $134M | +24,744 | +1.9% | 66Q | SEC ↗ |
| 38 | Envestnet Portfolio Solutions, Inc. | 1,242,985 | $125M | +67,637 | +5.8% | 12Q | SEC ↗ |
| 39 | PARK AVENUE SECURITIES LLC | 1,120,668 | $113M | +41,334 | +3.8% | 2Q | SEC ↗ |
| 40 | BlackRock, Inc. | 1,115,072 | $113M | +464,454 | +71.4% | 8Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 1,112,879 | $112M | +185,704 | +20.0% | 26Q | SEC ↗ |
| 42 | SIGNATUREFD, LLC | 1,104,580 | $112M | -22,170 | -2.0% | 34Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 1,103,924 | $111M | -154,423 | -12.3% | 67Q | SEC ↗ |
| 44 | Cerity Partners LLC | 1,101,170 | $111M | +30,905 | +2.9% | 23Q | SEC ↗ |
| 45 | RENAISSANCE TECHNOLOGIES LLC | 1,004,526 | $101M | +909,826 | +960.7% | 15Q | SEC ↗ |
| 46 | TRUIST FINANCIAL CORP | 945,128 | $95M | -34,983 | -3.6% | 53Q | SEC ↗ |
| 47 | Focus Partners Wealth | 907,867 | $92M | -145,932 | -13.8% | 11Q | SEC ↗ |
| 48 | OneDigital Investment Advisors LLC | 895,982 | $90M | +53,269 | +6.3% | 37Q | SEC ↗ |
| 49 | Orion Porfolio Solutions, LLC | 895,244 | $90M | +114,184 | +14.6% | 72Q | SEC ↗ |
| 50 | EP Wealth Advisors, LLC | 854,384 | $86M | +6,765 | +0.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Garde Capital, Inc. | 330,129 | $33M |
| AXXCESS WEALTH MANAGEMENT, LLC | 214,584 | $22M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 187,001 | $19M |
| Nuveen, LLC | 106,878 | $11M |
| Diversify Advisory Services, LLC | 103,765 | $10M |
| Global Retirement Partners, LLC | 82,801 | $8M |
| Liberty Capital Management, Inc. | 79,475 | $8M |
| ALONGSIDE, LLC | 56,928 | $6M |
| Veratis Advisors, Inc. | 54,980 | $6M |
| IFG Advisory, LLC | 54,148 | $5M |
| MARINER INVESTMENT GROUP LLC | 45,454 | $5M |
| ROBINSON CAPITAL MANAGEMENT, LLC | 35,000 | $4M |
| MCCARTER PRIVATE WEALTH SERVICES LL | 33,451 | $3M |
| Odyssey Group, LLC | 32,971 | $3M |
| Crabel Capital Management, LLC | 32,536 | $3M |
| DAYMARK WEALTH PARTNERS, LLC | 31,614 | $3M |
| Royal Harbor Partners, LLC | 30,708 | $3M |
| Quadrature Capital Ltd | 29,396 | $3M |
| MILLENNIUM MANAGEMENT LLC | 22,315 | $2M |
| Ocean Park Asset Management, LLC | 21,999 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Centiva Capital, LP | 130,874 | $13M |
| Nolet Wealth Management, LLC | 98,583 | $10M |
| D. E. Shaw & Co., Inc. | 74,906 | $8M |
| Blueprint Financial Advisors LLC | 69,613 | $7M |
| Blueprint Investment Partners LLC | 62,563 | $6M |
| LifeWealth Investments, LLC | 59,492 | $6M |
| Ascentis Independent Advisors | 40,164 | $4M |
| Allspring Global Investments Holdin | 37,776 | $4M |
| SEVEN MILE ADVISORY | 31,422 | $3M |
| OPAL CAPITAL LLC | 30,487 | $3M |
| SIMPLEX TRADING, LLC | 27,683 | $3M |
| Arcadia Wealth Management, LLC | 25,605 | $3M |
| HOWARD BAILEY SECURITIES, LLC | 21,744 | $2M |
| Lloyd Advisory Services, LLC. | 19,944 | $2M |
| SYKON CAPITAL LLC | 19,179 | $2M |
| TWO SIGMA SECURITIES, LLC | 18,943 | $2M |
| Midwest Financial Group LLC | 18,197 | $2M |
| M Holdings Securities, Inc. | 14,780 | $1M |
| Motley Fool Wealth Management, LLC | 14,343 | $1M |
| Point72 Asset Management, L.P. | 13,917 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +2,585,884 | +6.1% | 44,699,544 |
| Betterment LLC | +1,455,783 | +7.4% | 21,039,515 |
| Fisher Asset Management, LLC | +1,052,371 | +9.1% | 12,648,532 |
| MERCER GLOBAL ADVISORS INC /ADV | +1,003,774 | +10.7% | 10,361,448 |
| LPL Financial LLC | +994,686 | +8.5% | 12,757,070 |
| RENAISSANCE TECHNOLOGIES LLC | +909,826 | +960.7% | 1,004,526 |
| ENVESTNET ASSET MANAGEMENT INC | +880,501 | +5.3% | 17,585,152 |
| FMR LLC | +843,798 | +3.8% | 22,787,508 |
| ALLSTATE CORP | +834,551 | +48.1% | 2,568,075 |
| UBS Group AG | +604,182 | +7.9% | 8,227,175 |
| Facet Wealth, Inc. | +485,786 | +34.8% | 1,883,582 |
| GOLDMAN SACHS GROUP INC | +466,154 | +22.0% | 2,580,280 |
| BlackRock, Inc. | +464,454 | +71.4% | 1,115,072 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +451,163 | +5.1% | 9,354,522 |
| MML INVESTORS SERVICES, LLC | +444,190 | +22.8% | 2,391,883 |
| Creative Planning | +434,348 | +3.0% | 14,801,826 |
| Cetera Investment Advisers | +371,030 | +11.6% | 3,581,966 |
| WELLS FARGO & COMPANY/MN | +366,820 | +3.7% | 10,375,308 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +309,178 | +5.4% | 5,996,446 |
| JONES FINANCIAL COMPANIES LLLP | +222,962 | +7.5% | 3,176,798 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -1,349,308 | -14.6% | 7,865,009 |
| JANE STREET GROUP, LLC | -452,454 | -49.6% | 459,748 |
| Corient Private Wealth LP | -442,021 | -51.1% | 422,533 |
| UBS AM, a distinct business unit of | -382,424 | -32.7% | 786,787 |
| Kestra Investment Management, LLC | -300,062 | -32.7% | 616,563 |
| DV Trading LLC | -271,548 | -99.1% | 2,552 |
| JPMORGAN CHASE & CO | -230,432 | -4.9% | 4,479,123 |
| Ledyard National Bank | -220,544 | -92.6% | 17,719 |
| CITADEL ADVISORS LLC | -220,472 | -69.4% | 97,228 |
| SEI INVESTMENTS CO | -209,314 | -4.0% | 5,065,381 |
| Independent Advisor Alliance | -191,448 | -88.3% | 25,361 |
| Choate Investment Advisors | -170,373 | -23.7% | 547,382 |
| ROYAL BANK OF CANADA | -154,423 | -12.3% | 1,103,924 |
| Focus Partners Wealth | -145,932 | -13.8% | 907,867 |
| Private Advisor Group, LLC | -141,173 | -47.8% | 154,148 |
| NATIXIS ADVISORS, LLC | -131,572 | -33.5% | 261,317 |
| AMERICAN CENTURY COMPANIES INC | -114,800 | -60.3% | 75,700 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -98,677 | -18.4% | 436,441 |
| Cardinal Strategic Wealth Guidance | -97,448 | -54.9% | 79,993 |
| RWA WEALTH PARTNERS, LLC | -82,974 | -3.6% | 2,248,617 |