iShares National Muni Bond EMUBETF
13F holders, Q2 2024 (June 30)1,347holders −23
85new positions
113sold out
6famous investors
$106.51avg. 13F price*
At the end of Q2 2024, 1,347 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, down 23 from Q1 2024. 85 opened new positions and 113 sold out. The largest holders were Bank of America Corp. ($2.5B), Envestnet Asset Management Inc. ($2.0B) and FMR LLC ($1.7B). 6 famous investors held it, including George Soros (0.8% of Soros Fund Management's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $137.3M |
| Exits | 113 | $470.6M |
All 13F filers, Q1 2024 → Q2 2024: 28,155,729 shares bought and 18,113,298 shares sold, net +10,042,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,347 holders
| Bank of America Corp. | 0.24% | Add +1.7% | 23,608,728 | $2.5B |
| Envestnet Asset Management Inc. | 0.69% | Add +8.9% | 18,518,502 | $2.0B |
| FMR LLC | 0.11% | Reduce -10.6% | 16,385,340 | $1.7B |
| Betterment LLC | 4.35% | Add +17.5% | 15,773,012 | $1.7B |
| Creative Planning | 1.35% | Add +0.3% | 11,904,088 | $1.3B |
| Bank of New York Mellon Corp | 0.20% | Reduce -5.6% | 9,668,387 | $1.0B |
| JPMorgan Chase & Co. | 0.09% | Reduce -4.1% | 9,411,744 | $1.0B |
| Wealthfront Advisers LLC | 3.33% | Add +1.6% | 9,301,268 | $991.1M |
| Wells Fargo & Company | 0.25% | Add +3.3% | 9,052,364 | $964.5M |
| Charles Schwab Investment Management Inc. | 0.17% | Add +23438.5% | 8,611,790 | $917.6M |
| PNC Financial Services Group, Inc. | 0.52% | Add +16.1% | 7,299,804 | $777.8M |
| LPL Financial LLC | 0.37% | Add +9.1% | 6,997,325 | $745.6M |
| Morgan Stanley | 0.05% | Reduce -4.3% | 6,607,492 | $704.0M |
| Northwestern Mutual Wealth Management Co. | 0.64% | Reduce -6.7% | 6,096,813 | $649.6M |
| Mercer Global Advisors Inc. | 1.76% | Add +16.6% | 6,085,414 | $647.3M |
| Tiaa Trust, National Association | 1.68% | Add +19.6% | 5,104,102 | $543.8M |
| US Bancorp \de | 0.73% | Reduce -31.2% | 4,995,607 | $532.3M |
| Fisher Asset Management | 0.22% | Add +8.0% | 4,732,217 | $504.2M |
| Envestnet Portfolio Solutions, Inc. | 1.68% | Reduce -14.0% | 4,527,324 | $482.4M |
| Sei Investments Co. | 0.64% | Add +14.4% | 4,210,559 | $448.6M |
| Orgel Wealth Management, LLC | 10.33% | Reduce -4.7% | 3,592,504 | $382.8M |
| UBS Group AG | 0.09% | Add +3.9% | 2,781,099 | $296.3M |
| Rwa Wealth Partners, LLC | 3.91% | Add +0.5% | 2,779,349 | $296.1M |
| Commonwealth Equity Services, LLC | 0.46% | Add +9.8% | 2,722,111 | $290.0M |
| Royal Bank of Canada | 0.06% | Add +177.4% | 2,480,341 | $264.3M |
| First Citizens Bank & Trust Co. | 4.91% | Reduce -15.0% | 2,442,225 | $260.2M |
| Assetmark, Inc. | 0.78% | Add +9.3% | 2,352,676 | $250.7M |
| Mariner, LLC | 0.34% | Add +8.2% | 1,667,865 | $177.7M |
| HighTower Advisors, LLC | 0.24% | Add +3.2% | 1,484,333 | $158.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -21.9% | 1,441,934 | $153.6M |
| MML Investors Services, LLC | 0.61% | Reduce -6.0% | 1,426,332 | $152.0M |
| Cetera Investment Advisers | 0.35% | Reduce -5.6% | 1,411,161 | $150.4M |
| Signaturefd, LLC | 3.03% | Add +2.7% | 1,399,839 | $149.2M |
| Ameriprise Financial Inc. | 0.04% | Add +0.6% | 1,384,466 | $147.6M |
| Choate Investment Advisors | 3.29% | Reduce -17.6% | 1,177,031 | $125.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.55% | Reduce -0.2% | 1,117,484 | $119.1M |
| One Capital Management, LLC | 3.95% | Add +18.2% | 1,089,330 | $116.1M |
| Jones Financial Companies LLLP | 0.13% | Add +7.2% | 1,051,719 | $112.1M |
| Sequoia Financial Advisors, LLC | 1.30% | Reduce -4.7% | 1,010,907 | $107.7M |
| Osaic Holdings, Inc. | 0.25% | Add +23.0% | 979,145 | $104.3M |
| Oxford Financial Group, LTD. LLC | 6.87% | Add +2.1% | 976,747 | $104.1M |
| Park Avenue Securities LLC | 1.27% | Add +2.3% | 972,958 | $103.7M |
| Avantax Advisory Services, Inc. | 0.71% | Reduce -3.7% | 930,316 | $99.1M |
| Ellevest, Inc. | 5.88% | Add +4.4% | 920,731 | $98.1M |
| Truist Financial Corp. | 0.15% | Reduce -9.7% | 918,295 | $97.8M |
| Captrust Financial Advisors | 0.31% | Add +3.0% | 917,134 | $97.7M |
| EP Wealth Advisors, LLC | 1.03% | Reduce -4.5% | 908,244 | $96.8M |
| Citigroup Inc. | 0.09% | Add +2.5% | 892,098 | $95.1M |
| Corient Private Wealth LP | 0.15% | Reduce -3.0% | 782,213 | $83.4M |
| OneDigital Investment Advisors LLC | 1.04% | Add +11.0% | 778,415 | $82.9M |
| HSBC Holdings PLC | 0.05% | Add +98.1% | 750,754 | $80.0M |
| Cerity Partners LLC | 0.21% | Reduce -5.5% | 717,666 | $76.5M |
| Focus Partners Wealth | 0.25% | Add +96.0% | 685,530 | $73.0M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +2.7% | 685,532 | $73.0M |
| Cwm, LLC | 0.34% | Add +49.2% | 679,503 | $72.4M |
| Meeder Advisory Services, Inc. | 5.08% | Add +29.6% | 674,171 | $71.8M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +0.2% | 652,850 | $69.6M |
| Crestwood Advisors Group, LLC | 1.43% | Add +1.0% | 648,555 | $69.1M |
| Arkos Global Advisors | 11.13% | Add +0.7% | 645,933 | $68.8M |
| Orion Porfolio Solutions, LLC | 0.72% | Add +15.4% | 637,583 | $67.9M |
| Orion Portfolio Solutions, LLC | 0.72% | Add +15.4% | 637,583 | $67.9M |
| United Capital Financial Advisors, LLC | 0.57% | Reduce -0.1% | 617,405 | $65.8M |
| State of Wisconsin Investment Board | 0.17% | No change | 607,800 | $64.8M |
| Prime Capital Investment Advisors, LLC | 0.95% | Add +2.4% | 599,926 | $63.9M |
| Stifel Financial Corp. | 0.07% | Reduce -1.6% | 581,620 | $62.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.54% | Add +0.2% | 577,691 | $61.6M |
| Wealthspire Advisors, LLC | 0.78% | Add +1.1% | 571,121 | $60.9M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +2.9% | 558,313 | $59.5M |
| BNP Paribas Financial Markets | 0.06% | Reduce -28.7% | 551,007 | $58.7M |
| Coldstream Capital Management Inc. | 1.39% | Add +0.2% | 534,773 | $57.0M |
| Beacon Pointe Advisors, LLC | 0.68% | Reduce -5.0% | 534,734 | $57.0M |
| Prudential Financial Inc. | 0.08% | Reduce -5.5% | 518,006 | $55.2M |
| Manning & Napier Advisors LLC | 0.57% | — | 476,978 | $50.8M |
| Foster Group, Inc. | 1.97% | Add +14.2% | 469,886 | $50.1M |
| Bessemer Group Inc. | 0.09% | Reduce -8.5% | 460,869 | $49.1M |
| Bank of Montreal | 0.01% | Reduce -16.4% | 449,679 | $48.1M |
| Symmetry Partners, LLC | 2.47% | Add +178.9% | 450,957 | $48.0M |
| Sofi Wealth, LLC | 3.96% | Add +10.1% | 442,926 | $47.2M |
| JFS Wealth Advisors, LLC | 3.65% | Reduce -0.1% | 433,914 | $46.2M |
| Facet Wealth, Inc. | 1.41% | Add +42.2% | 428,388 | $46.0M |
| Pathstone Holdings, LLC | 0.21% | Reduce -13.6% | 430,955 | $45.9M |
| Allstate Corp. | 3.70% | Add +125.3% | 427,495 | $45.5M |
| Alliancebernstein L.P. | 0.02% | Add +5.6% | 419,601 | $44.7M |
| Nisa Investment Advisors, LLC | 0.28% | Add +66.9% | 417,850 | $44.5M |
| Raymond James & Associates | 0.03% | Reduce -5.4% | 415,761 | $44.3M |
| Wealthcare Advisory Partners LLC | 1.36% | Add +3.7% | 408,516 | $43.5M |
| Plante Moran Financial Advisors, LLC | 4.24% | Reduce -6.3% | 398,052 | $42.4M |
| Rockefeller Capital Management L.P. | 0.12% | Add +0.4% | 384,430 | $41.0M |
| Comerica Bank | 0.16% | Add +0.9% | 357,312 | $38.1M |
| Waldron Private Wealth LLC | 1.62% | Reduce -0.1% | 339,135 | $36.1M |
| Avantax Planning Partners, Inc. | 1.12% | Add +4.3% | 326,719 | $34.8M |
| Equitable Holdings, Inc. | 0.37% | Add +11.4% | 326,383 | $34.8M |
| Austin Private Wealth, LLC | 3.74% | Add +0.8% | 325,779 | $34.7M |
| Mosaic Advisors LLC | 27.67% | Add +0.7% | 321,860 | $34.3M |
| Thrivent Financial for Lutherans | 0.07% | Add +3.5% | 321,742 | $34.3M |
| AE Wealth Management LLC | 0.34% | Add +11.9% | 319,623 | $34.1M |
| M&T Bank Corp | 0.12% | Add +5.1% | 319,345 | $34.0M |
| Full Sail Capital, LLC | 2.27% | Add +1.0% | 316,452 | $33.7M |
| Lake Street Advisors Group, LLC | 1.56% | Reduce -3.2% | 303,147 | $32.3M |
| Bluespring Wealth Management, LLC | 3.45% | Add +0.6% | 301,614 | $32.1M |
"% 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.