iShares National Muni Bond EMUBETF
13F holders, Q1 2025 (March 31)1,501holders −26
102new positions
116sold out
7famous investors
$105.50avg. 13F price*
At the end of Q1 2025, 1,501 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, down 26 from Q4 2024. 102 opened new positions and 116 sold out. The largest holders were Bank of America Corp. ($3.0B), Envestnet Asset Management Inc. ($2.1B) and Betterment LLC ($1.9B). 7 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.3% of Fisher Asset Management's portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $201.5M |
| Exits | 116 | $237.4M |
All 13F filers, Q4 2024 → Q1 2025: 17,098,632 shares bought and 21,081,965 shares sold, net −3,983,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,501 holders
| Bank of America Corp. | 0.27% | Reduce -6.6% | 28,842,668 | $3.0B |
| Envestnet Asset Management Inc. | 0.66% | Reduce -4.4% | 19,466,369 | $2.1B |
| Betterment LLC | 4.60% | Add +0.8% | 18,408,702 | $1.9B |
| Creative Planning | 1.30% | Reduce -0.8% | 13,121,147 | $1.4B |
| FMR LLC | 0.09% | Reduce -5.5% | 12,928,038 | $1.4B |
| Wells Fargo & Company | 0.26% | Reduce -5.1% | 10,067,934 | $1.1B |
| LPL Financial LLC | 0.41% | Add +3.1% | 9,936,130 | $1.0B |
| JPMorgan Chase & Co. | 0.08% | Reduce -5.8% | 9,522,657 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.18% | Add +9.6% | 9,199,988 | $970.0M |
| Morgan Stanley | 0.07% | Reduce -2.3% | 8,855,124 | $933.7M |
| Bank of New York Mellon Corp | 0.18% | Reduce -7.0% | 8,384,779 | $884.1M |
| Northwestern Mutual Wealth Management Co. | 0.65% | Add +7.8% | 7,588,089 | $800.1M |
| PNC Financial Services Group, Inc. | 0.40% | Reduce -2.5% | 7,158,356 | $754.8M |
| Mercer Global Advisors Inc. | 1.65% | Add +5.7% | 6,801,267 | $717.1M |
| Wealthfront Advisers LLC | 1.90% | Reduce -11.4% | 6,712,402 | $707.8M |
| Fisher Asset Management | 0.28% | Add +8.5% | 6,235,796 | $657.5M |
| Sei Investments Co. | 0.75% | Add +0.2% | 5,534,121 | $583.5M |
| US Bancorp \de | 0.77% | Reduce -2.0% | 5,464,250 | $576.2M |
| Tiaa Trust, National Association | 1.67% | Add +3.9% | 5,074,273 | $535.0M |
| Envestnet Portfolio Solutions, Inc. | 1.74% | Reduce -10.6% | 4,321,504 | $455.7M |
| Orgel Wealth Management, LLC | 9.29% | Add +0.7% | 3,390,855 | $357.5M |
| D. E. Shaw & Co. | 0.43% | Add +135.6% | 3,196,600 | $337.0M |
| Commonwealth Equity Services, LLC | 0.46% | Add +6.1% | 3,110,944 | $328.0M |
| Allstate Corp. | 9.35% | Add +91.2% | 3,017,964 | $318.2M |
| Assetmark, Inc. | 0.80% | Add +6.2% | 2,756,451 | $290.6M |
| First Citizens Bank & Trust Co. | 7.29% | Add +3.2% | 2,724,033 | $287.2M |
| Rwa Wealth Partners, LLC | 3.57% | Reduce -3.5% | 2,683,246 | $282.9M |
| UBS Group AG | 0.06% | Reduce -2.2% | 2,570,205 | $271.0M |
| Royal Bank of Canada | 0.05% | Add +26.3% | 2,294,904 | $242.0M |
| Mariner, LLC | 0.35% | Add +2.9% | 1,987,573 | $209.5M |
| MML Investors Services, LLC | 0.64% | Add +6.0% | 1,819,938 | $191.9M |
| Raymond James Financial Inc. | 0.07% | Add +57.1% | 1,743,638 | $183.8M |
| Cetera Investment Advisers | 0.33% | Reduce -0.9% | 1,608,091 | $169.6M |
| HighTower Advisors, LLC | 0.23% | Reduce -0.1% | 1,591,608 | $167.8M |
| Sequoia Financial Advisors, LLC | 1.28% | Add +20.1% | 1,577,162 | $166.3M |
| Ameriprise Financial Inc. | 0.04% | Add +5.2% | 1,539,565 | $162.3M |
| Jones Financial Companies LLLP | 0.14% | Reduce -0.4% | 1,510,950 | $159.0M |
| Choate Investment Advisors | 3.39% | Add +1.7% | 1,294,303 | $136.5M |
| One Capital Management, LLC | 4.55% | Add +6.5% | 1,274,502 | $134.4M |
| Signaturefd, LLC | 2.43% | Reduce -9.5% | 1,218,299 | $128.5M |
| Captrust Financial Advisors | 0.32% | Add +7.0% | 1,216,314 | $128.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.4% | 1,199,402 | $126.5M |
| Citigroup Inc. | 0.09% | Add +5.1% | 1,158,013 | $122.1M |
| Susquehanna International Group, LLP | 0.20% | Add +634.7% | 1,130,272 | $119.2M |
| Avantax Advisory Services, Inc. | 0.69% | Reduce -7.0% | 1,079,513 | $113.8M |
| Wealthspire Advisors, LLC | 0.65% | Add +76.9% | 1,034,280 | $109.1M |
| Oxford Financial Group, LTD. LLC | 7.09% | Add +0.3% | 958,617 | $101.1M |
| EP Wealth Advisors, LLC | 0.80% | Reduce -9.7% | 949,055 | $100.1M |
| Truist Financial Corp. | 0.15% | Reduce -22.3% | 915,114 | $96.5M |
| Facet Wealth, Inc. | 2.36% | Reduce -43.5% | 875,802 | $91.1M |
| Balentine LLC | 3.80% | Reduce -2.1% | 861,326 | $90.8M |
| Ellevest, Inc. | 5.88% | Reduce -10.6% | 836,930 | $88.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.58% | Reduce -28.7% | 802,166 | $84.6M |
| Focus Partners Wealth | 0.21% | Add +9.7% | 796,946 | $84.0M |
| Cerity Partners LLC | 0.16% | Reduce -1.0% | 747,721 | $78.8M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -36.8% | 737,512 | $77.8M |
| Arkos Global Advisors | 11.20% | Reduce -0.7% | 722,791 | $76.2M |
| Crestwood Advisors Group, LLC | 1.39% | Add +9.6% | 695,440 | $73.3M |
| Kestra Investment Management, LLC | 1.40% | Add +44.5% | 712,754 | $72.8M |
| Corient Private Wealth LP | 0.12% | Reduce -2.4% | 671,019 | $70.8M |
| OneDigital Investment Advisors LLC | 0.84% | Reduce -15.9% | 670,962 | $70.7M |
| Beacon Pointe Advisors, LLC | 0.77% | Add +19.3% | 650,574 | $68.6M |
| Forvis Mazars Wealth Advisors, LLC | 1.62% | Add +0.5% | 641,020 | $67.6M |
| Stifel Financial Corp. | 0.07% | Reduce -3.4% | 637,958 | $67.3M |
| Prime Capital Investment Advisors, LLC | 0.78% | Add +6.7% | 637,399 | $67.2M |
| Sofi Wealth, LLC | 4.92% | Add +13.0% | 621,185 | $65.5M |
| United Capital Financial Advisors, LLC | 0.56% | Add +3.8% | 620,381 | $65.4M |
| State of Wisconsin Investment Board | 0.17% | No change | 607,800 | $64.1M |
| Osaic Holdings, Inc. | 0.14% | Reduce -60.0% | 607,385 | $64.1M |
| Coldstream Capital Management Inc. | 1.32% | Add +20.9% | 586,863 | $61.9M |
| Franklin Resources Inc. | 0.02% | Add +344.8% | 578,577 | $61.0M |
| Financial Engines Advisors L.L.C. | 0.13% | Reduce -1.4% | 574,406 | $60.6M |
| Foster Group, Inc. | 2.26% | Add +7.6% | 573,186 | $60.4M |
| Wit, LLC | 1.71% | Add +3.0% | 300,008 | $60.1M |
| Orion Porfolio Solutions, LLC | 0.59% | Reduce -22.0% | 566,331 | $59.7M |
| Orion Portfolio Solutions, LLC | 0.59% | Reduce -22.0% | 566,331 | $59.7M |
| Wealthcare Advisory Partners LLC | 1.57% | Reduce -2.0% | 553,978 | $58.4M |
| Bessemer Group Inc. | 0.10% | Reduce -5.3% | 528,884 | $55.8M |
| Cwm, LLC | 0.21% | Reduce -25.7% | 508,129 | $53.6M |
| Manning & Napier Advisors LLC | 0.65% | Add +2.2% | 501,382 | $52.9M |
| JFS Wealth Advisors, LLC | 3.57% | Add +0.8% | 499,700 | $52.7M |
| Rockefeller Capital Management L.P. | 0.13% | Add +24.0% | 491,647 | $51.8M |
| Global Strategic Investment Solutions, LLC | 5.86% | Add +17.9% | 480,410 | $50.7M |
| Bank of Montreal | 0.03% | Reduce -5.4% | 473,689 | $49.9M |
| Farther Finance Advisors, LLC | 1.19% | Add +4.6% | 441,351 | $46.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -5.2% | 439,190 | $46.3M |
| Natixis Advisors, LLC | 0.08% | Reduce -52.7% | 421,258 | $44.4M |
| Ascent Group, LLC | 1.83% | Add +739.5% | 403,075 | $42.5M |
| Comerica Bank | 0.17% | Reduce -10.5% | 388,695 | $41.0M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -1.2% | 367,553 | $39.3M |
| Equitable Holdings, Inc. | 0.36% | Add +11.7% | 363,649 | $38.3M |
| AE Wealth Management LLC | 0.31% | Reduce -1.5% | 348,423 | $36.7M |
| Jane Street Group, LLC | 0.07% | Reduce -84.5% | 347,466 | $36.6M |
| Commerce Bank | 0.23% | Add +0.6% | 344,520 | $36.3M |
| HSBC Holdings PLC | 0.02% | Reduce -6.5% | 340,685 | $35.9M |
| Wedmont Private Capital | 1.83% | Add +19.2% | 349,835 | $35.8M |
| O'shaughnessy Asset Management, LLC | 0.28% | Add +84.2% | 332,338 | $35.0M |
| Allworth Financial LP | 0.20% | Reduce -5.3% | 336,695 | $35.0M |
| Cardinal Point Capital Management ULC | 3.21% | Add +5.6% | 331,175 | $34.9M |
| Sanctuary Advisors, LLC | 0.25% | Reduce -4.3% | 330,550 | $34.9M |
"% 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.