iShares National Muni Bond EMUBETF
13F holders, Q2 2026 (June 30)1,645holders +12
96new positions
75sold out
6famous investors
$107.60avg. 13F price*
At the end of Q2 2026, 1,645 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 12 from Q1 2026. 96 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($4.8B), FMR LLC ($2.5B) and Betterment LLC ($2.3B). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $174.9M |
| Exits | 75 | $54.7M |
All 13F filers, Q1 2026 → Q2 2026: 24,834,710 shares bought and 7,996,607 shares sold, net +16,838,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,645 holders
| Bank of America Corp. | 0.31% | Add +6.1% | 44,699,544 | $4.8B |
| FMR LLC | 0.11% | Add +3.9% | 22,787,508 | $2.5B |
| Betterment LLC | 3.83% | Add +7.4% | 21,039,515 | $2.3B |
| Envestnet Asset Management Inc. | 0.45% | Add +5.3% | 17,585,152 | $1.9B |
| Creative Planning | 0.93% | Add +3.0% | 14,801,826 | $1.6B |
| LPL Financial LLC | 0.31% | Add +8.5% | 12,757,070 | $1.4B |
| Fisher Asset Management | 0.41% | Add +9.1% | 12,648,532 | $1.4B |
| Wells Fargo & Company | 0.19% | Add +3.7% | 10,375,308 | $1.1B |
| Mercer Global Advisors Inc. | 1.38% | Add +10.7% | 10,361,448 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.54% | Add +5.1% | 9,354,522 | $1.0B |
| UBS Group AG | 0.14% | Add +7.9% | 8,227,175 | $885.4M |
| Morgan Stanley | 0.04% | Reduce -14.6% | 7,865,009 | $846.4M |
| Bank of New York Mellon Corp | 0.13% | Add +2.9% | 7,514,130 | $808.7M |
| PNC Financial Services Group, Inc. | 0.39% | Add +1.0% | 7,256,953 | $781.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.22% | Add +5.4% | 5,996,446 | $645.3M |
| US Bancorp \de | 0.63% | Add +2.3% | 5,353,257 | $576.1M |
| Sei Investments Co. | 0.48% | Reduce -4.0% | 5,065,381 | $545.1M |
| Wealthfront Advisers LLC | 0.94% | Add +2.5% | 4,552,278 | $489.9M |
| JPMorgan Chase & Co. | 0.03% | Reduce -4.9% | 4,479,123 | $482.4M |
| Cetera Investment Advisers | 0.35% | Add +11.6% | 3,581,966 | $385.5M |
| Assetmark, Inc. | 0.62% | Add +4.9% | 3,352,646 | $360.8M |
| Jones Financial Companies LLLP | 0.14% | Add +7.5% | 3,176,798 | $341.8M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -0.5% | 2,808,282 | $302.2M |
| Orgel Wealth Management, LLC | 5.53% | Add +1.2% | 2,708,345 | $291.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +22.1% | 2,580,280 | $277.7M |
| Allstate Corp. | 2.76% | Add +48.1% | 2,568,075 | $276.4M |
| MML Investors Services, LLC | 0.53% | Add +22.8% | 2,391,883 | $257.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.5% | 2,269,886 | $244.3M |
| Rwa Wealth Partners, LLC | 2.32% | Reduce -3.6% | 2,248,617 | $242.0M |
| Sequoia Financial Advisors, LLC | 1.14% | Add +7.7% | 2,128,656 | $229.1M |
| Mariner, LLC | 0.23% | Reduce -0.6% | 2,096,093 | $225.6M |
| Facet Wealth, Inc. | 2.90% | Add +34.8% | 1,883,582 | $202.7M |
| Ameriprise Financial Inc. | 0.04% | Add +8.8% | 1,823,329 | $196.2M |
| HighTower Advisors, LLC | 0.17% | Reduce -2.8% | 1,689,093 | $181.8M |
| One Capital Management, LLC | 4.75% | No change | 1,606,330 | $170.5M |
| Captrust Financial Advisors | 0.23% | Add +7.4% | 1,366,152 | $147.0M |
| Citigroup Inc. | 0.07% | Add +1.9% | 1,323,673 | $142.5M |
| Envestnet Portfolio Solutions, Inc. | 0.64% | Add +5.8% | 1,242,985 | $133.8M |
| Park Avenue Securities LLC | 0.75% | Add +3.8% | 1,120,668 | $120.6M |
| BlackRock, Inc. | 0.00% | Add +71.4% | 1,115,072 | $120.0M |
| Osaic Holdings, Inc. | 0.14% | Add +20.0% | 1,112,879 | $119.8M |
| Signaturefd, LLC | 1.59% | Reduce -2.0% | 1,104,580 | $118.9M |
| Royal Bank of Canada | 0.02% | Reduce -12.3% | 1,103,924 | $118.8M |
| Cerity Partners LLC | 0.14% | Add +2.9% | 1,101,170 | $118.5M |
| Renaissance Technologies | 0.15% | Add +960.8% | 1,004,526 | $108.1M |
| Truist Financial Corp. | 0.12% | Reduce -3.6% | 945,128 | $101.7M |
| Focus Partners Wealth | 0.10% | Reduce -13.8% | 907,867 | $97.7M |
| OneDigital Investment Advisors LLC | 0.81% | Add +6.3% | 895,982 | $96.4M |
| Orion Porfolio Solutions, LLC | 0.74% | Add +14.6% | 895,244 | $96.3M |
| EP Wealth Advisors, LLC | 0.35% | Add +0.8% | 854,384 | $91.9M |
| Oxford Financial Group, LTD. LLC | 4.58% | Add +1.3% | 840,791 | $90.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -32.7% | 786,787 | $84.7M |
| Angeles Wealth Management, LLC | 3.83% | Add +1.4% | 778,690 | $83.8M |
| Beacon Pointe Advisors, LLC | 0.39% | Add +2.9% | 778,307 | $83.8M |
| O'shaughnessy Asset Management, LLC | 0.38% | Add +15.6% | 753,693 | $81.1M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -1.7% | 694,504 | $74.7M |
| Sofi Wealth, LLC | 2.89% | Add +7.3% | 666,493 | $71.7M |
| Bessemer Group Inc. | 0.10% | Add +1.2% | 654,889 | $70.5M |
| United Capital Financial Advisors, LLC | 0.39% | Add +6.7% | 655,019 | $70.4M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +32.6% | 652,810 | $69.9M |
| Stifel Financial Corp. | 0.06% | Add +1.9% | 647,854 | $69.7M |
| Prime Capital Investment Advisors, LLC | 0.67% | Reduce -0.3% | 643,767 | $69.3M |
| Forvis Mazars Wealth Advisors, LLC | 1.13% | Reduce -0.5% | 630,739 | $67.9M |
| Farther Finance Advisors, LLC | 0.52% | Add +16.1% | 618,645 | $66.6M |
| Crestwood Advisors Group, LLC | 0.98% | Add +8.9% | 616,861 | $66.4M |
| Kestra Investment Management, LLC | 1.29% | Reduce -32.7% | 616,563 | $66.4M |
| State of Wisconsin Investment Board | 0.13% | No change | 607,800 | $65.4M |
| Financial Engines Advisors L.L.C. | 0.11% | Add +2.6% | 594,473 | $64.0M |
| Wealthcare Advisory Partners LLC | 1.18% | Add +10.4% | 576,272 | $62.0M |
| Fifth Third Bancorp | 0.10% | Add +5.9% | 568,602 | $61.2M |
| Wealthspire Advisors, LLC | 0.34% | Add +10.8% | 568,001 | $61.1M |
| Foster Group, Inc. | 1.62% | Add +4.3% | 566,053 | $60.9M |
| Choate Investment Advisors | 1.04% | Reduce -23.7% | 547,382 | $58.9M |
| Bank of Montreal | 0.02% | Reduce -2.2% | 547,248 | $58.9M |
| Integrated Wealth Concepts LLC | 0.38% | Add +53.5% | 540,228 | $58.1M |
| Retirement Investment Advisors, Inc. | 4.14% | Add +28.0% | 543,022 | $58.0M |
| Avantax Planning Partners, Inc. | 1.44% | Add +8.4% | 537,122 | $57.8M |
| Dynasty Wealth Management, LLC | 0.41% | Reduce -1.7% | 517,550 | $55.7M |
| Manning & Napier Advisors LLC | 0.70% | Add +3.1% | 508,120 | $54.7M |
| Parcion Private Wealth LLC | 3.01% | Reduce -4.2% | 503,579 | $54.2M |
| Franklin Resources Inc. | 0.01% | Add +2.2% | 499,586 | $53.8M |
| Coldstream Capital Management Inc. | 0.65% | Reduce -8.2% | 479,909 | $51.6M |
| Wedmont Private Capital | 1.40% | Add +1.1% | 477,489 | $51.1M |
| Gradient Investments LLC | 0.70% | Add +31.1% | 474,766 | $51.1M |
| Alliancebernstein L.P. | 0.02% | Add +1.9% | 470,875 | $50.0M |
| Seeds Investor LLC | 5.13% | Add +13.4% | 463,913 | $49.9M |
| Jane Street Group, LLC | 0.03% | Reduce -49.6% | 459,748 | $49.5M |
| Choreo, LLC | 0.53% | Add +2.8% | 450,490 | $48.5M |
| Commerce Bank | 0.21% | Add +42.2% | 437,228 | $47.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.62% | Reduce -18.4% | 436,441 | $47.0M |
| Savvy Advisors, Inc. | 1.00% | Add +14.2% | 434,940 | $46.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +9.9% | 427,319 | $46.0M |
| Arkos Global Advisors | 5.42% | Reduce -4.0% | 425,326 | $45.8M |
| Corient Private Wealth LP | 0.06% | Reduce -51.1% | 422,533 | $45.5M |
| Equitable Holdings, Inc. | 0.27% | Add +11.9% | 418,400 | $45.0M |
| New York Life Investment Management LLC | 0.31% | Add +78.7% | 417,162 | $44.9M |
| Ascent Group, LLC | 1.32% | Reduce -1.2% | 411,221 | $44.3M |
| Cahaba Wealth Management, Inc. | 2.65% | Add +6.4% | 408,101 | $43.9M |
| HSBC Holdings PLC | 0.02% | Add +2.8% | 399,895 | $43.0M |
| Liquid Strategies, LLC | 5.82% | Add +19.4% | 396,261 | $42.6M |
"% of holder's portfolio" is MUB's weight in each manager's 13F, not the share of iShares National Muni Bond E the manager owns.