iShares National Muni Bond EMUBETF
13F holders, Q2 2025 (June 30)1,540holders +39
135new positions
96sold out
7famous investors
$104.49avg. 13F price*
At the end of Q2 2025, 1,540 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 39 from Q1 2025. 135 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($3.3B), Envestnet Asset Management Inc. ($2.1B) and Betterment LLC ($1.9B). 7 famous investors held it, including George Soros (0.7% 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 135 | $372.1M |
| Exits | 96 | $152.7M |
All 13F filers, Q1 2025 → Q2 2025: 31,007,532 shares bought and 36,280,738 shares sold, net −5,273,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,540 holders
| Bank of America Corp. | 0.27% | Add +9.4% | 31,544,250 | $3.3B |
| Envestnet Asset Management Inc. | 0.62% | Add +4.6% | 20,357,173 | $2.1B |
| Betterment LLC | 4.13% | Add +0.9% | 18,584,233 | $1.9B |
| FMR LLC | 0.11% | Add +41.0% | 18,234,426 | $1.9B |
| Creative Planning | 1.10% | Reduce -6.0% | 12,339,988 | $1.3B |
| LPL Financial LLC | 0.37% | Add +6.4% | 10,574,675 | $1.1B |
| Wells Fargo & Company | 0.23% | Reduce -2.5% | 9,817,911 | $1.0B |
| Fisher Asset Management | 0.37% | Add +43.0% | 8,914,935 | $931.4M |
| Morgan Stanley | 0.06% | Reduce -4.1% | 8,494,190 | $887.5M |
| PNC Financial Services Group, Inc. | 0.51% | Add +5.2% | 7,528,127 | $786.5M |
| Northwestern Mutual Wealth Management Co. | 0.56% | Reduce -2.6% | 7,391,953 | $772.3M |
| US Bancorp \de | 0.97% | Add +34.4% | 7,341,914 | $767.1M |
| Bank of New York Mellon Corp | 0.14% | Reduce -13.4% | 7,263,295 | $758.9M |
| Mercer Global Advisors Inc. | 1.47% | Reduce -8.1% | 6,250,171 | $653.0M |
| Wealthfront Advisers LLC | 1.45% | Reduce -19.6% | 5,395,885 | $563.8M |
| Tiaa Trust, National Association | 1.43% | Add +3.8% | 5,265,134 | $550.1M |
| Envestnet Portfolio Solutions, Inc. | 1.87% | Add +12.9% | 4,877,240 | $509.6M |
| Sei Investments Co. | 0.55% | Reduce -17.9% | 4,542,476 | $474.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -54.5% | 4,335,211 | $452.9M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -1.7% | 3,059,268 | $319.6M |
| Allstate Corp. | 22.94% | Add +1.0% | 3,047,649 | $318.4M |
| First Citizens Bank & Trust Co. | 5.28% | Add +2.5% | 2,792,238 | $291.7M |
| Assetmark, Inc. | 0.69% | Add +0.9% | 2,782,299 | $290.7M |
| Orgel Wealth Management, LLC | 6.41% | Reduce -24.9% | 2,545,255 | $265.9M |
| UBS Group AG | 0.06% | Reduce -1.7% | 2,525,891 | $263.9M |
| Royal Bank of Canada | 0.05% | Add +10.0% | 2,523,501 | $263.7M |
| Rwa Wealth Partners, LLC | 3.17% | Reduce -9.7% | 2,423,680 | $253.2M |
| Raymond James Financial Inc. | 0.08% | Add +27.8% | 2,228,405 | $232.8M |
| Jones Financial Companies LLLP | 0.16% | Add +29.9% | 1,962,716 | $204.8M |
| MML Investors Services, LLC | 0.59% | Add +7.6% | 1,957,609 | $204.5M |
| Mariner, LLC | 0.29% | Reduce -4.5% | 1,897,180 | $198.2M |
| LMR Partners LLP | 4.23% | Add +2118.0% | 1,774,400 | $185.4M |
| HighTower Advisors, LLC | 0.23% | Add +8.7% | 1,729,999 | $180.8M |
| Sequoia Financial Advisors, LLC | 1.20% | Add +6.2% | 1,674,873 | $175.0M |
| Cetera Investment Advisers | 0.29% | Add +0.8% | 1,621,081 | $169.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.0% | 1,524,453 | $159.2M |
| Captrust Financial Advisors | 0.32% | Add +11.7% | 1,358,342 | $141.9M |
| Choate Investment Advisors | 2.96% | Add +0.8% | 1,304,995 | $136.3M |
| Citigroup Inc. | 0.09% | Add +8.7% | 1,258,721 | $131.5M |
| Signaturefd, LLC | 2.22% | Add +2.3% | 1,246,713 | $130.3M |
| Wealthspire Advisors, LLC | 0.71% | Add +17.3% | 1,213,590 | $126.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.6% | 1,180,694 | $123.4M |
| One Capital Management, LLC | 4.22% | Reduce -8.6% | 1,165,061 | $121.7M |
| Facet Wealth, Inc. | 2.64% | Add +27.8% | 1,119,485 | $116.3M |
| Park Avenue Securities LLC | 1.07% | New | 1,113,045 | $116.3M |
| Oxford Financial Group, LTD. LLC | 5.88% | Reduce -1.2% | 946,873 | $98.9M |
| Avantax Advisory Services, Inc. | 0.54% | Reduce -12.6% | 943,092 | $98.5M |
| Cerity Partners LLC | 0.17% | Add +23.5% | 923,726 | $96.4M |
| Truist Financial Corp. | 0.14% | Reduce -1.4% | 902,647 | $94.3M |
| Focus Partners Wealth | 0.20% | Add +13.1% | 900,993 | $94.1M |
| Osaic Holdings, Inc. | 0.17% | Add +47.3% | 894,488 | $93.6M |
| EP Wealth Advisors, LLC | 0.58% | Reduce -11.0% | 844,683 | $88.3M |
| Balentine LLC | 3.37% | Reduce -3.7% | 829,150 | $86.6M |
| Corient Private Wealth LP | 0.11% | Add +21.7% | 816,850 | $85.3M |
| Stifel Financial Corp. | 0.08% | Add +22.6% | 782,433 | $81.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +3.3% | 761,845 | $79.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.22% | Reduce -13.0% | 697,556 | $72.9M |
| Orion Porfolio Solutions, LLC | 0.61% | Add +21.5% | 688,042 | $71.9M |
| Rockefeller Capital Management L.P. | 0.15% | Add +36.9% | 672,990 | $70.3M |
| Sofi Wealth, LLC | 4.20% | Add +6.0% | 658,127 | $68.8M |
| Arkos Global Advisors | 9.45% | Reduce -9.8% | 651,570 | $68.1M |
| Forvis Mazars Wealth Advisors, LLC | 1.46% | Add +1.1% | 647,797 | $67.7M |
| OneDigital Investment Advisors LLC | 0.75% | Reduce -3.5% | 647,233 | $67.6M |
| Beacon Pointe Advisors, LLC | 0.68% | Reduce -4.3% | 622,460 | $65.0M |
| State of Wisconsin Investment Board | 0.16% | No change | 607,800 | $63.5M |
| Angeles Wealth Management, LLC | 4.16% | Add +168.3% | 581,118 | $60.7M |
| Financial Engines Advisors L.L.C. | 0.12% | Add +1.0% | 579,963 | $60.6M |
| Renaissance Technologies | 0.08% | Add +115.9% | 570,300 | $59.6M |
| Franklin Resources Inc. | 0.02% | Reduce -1.7% | 568,806 | $59.4M |
| Prime Capital Investment Advisors, LLC | 0.78% | Reduce -11.5% | 563,950 | $58.9M |
| Coldstream Capital Management Inc. | 0.96% | Reduce -4.2% | 562,126 | $58.7M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -9.9% | 558,968 | $58.4M |
| Bessemer Group Inc. | 0.09% | Add +2.9% | 544,110 | $56.8M |
| Jane Street Group, LLC | 0.09% | Add +54.6% | 537,214 | $56.1M |
| Cwm, LLC | 0.19% | Add +1.7% | 516,651 | $54.0M |
| Manning & Napier Advisors LLC | 0.63% | Add +0.9% | 505,849 | $52.9M |
| Farther Finance Advisors, LLC | 1.06% | Add +14.3% | 504,444 | $52.7M |
| Wedmont Private Capital | 2.21% | Add +41.9% | 496,553 | $51.8M |
| Crestwood Advisors Group, LLC | 0.87% | Reduce -33.3% | 463,776 | $48.5M |
| Bank of Montreal | 0.02% | Reduce -3.8% | 455,925 | $47.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.4% | 432,884 | $45.2M |
| Kestra Investment Management, LLC | 1.33% | Reduce -41.1% | 419,810 | $43.9M |
| Wealthcare Advisory Partners LLC | 1.00% | Reduce -24.4% | 418,829 | $43.8M |
| Nisa Investment Advisors, LLC | 0.19% | Add +25.9% | 407,115 | $42.5M |
| Equitable Holdings, Inc. | 0.35% | Add +11.7% | 406,057 | $42.4M |
| Ascent Group, LLC | 1.63% | Reduce -0.5% | 401,160 | $41.9M |
| Foster Group, Inc. | 1.43% | Reduce -30.4% | 398,900 | $41.7M |
| New York Life Investment Management LLC | 0.38% | Add +72.3% | 388,999 | $40.6M |
| JFS Wealth Advisors, LLC | 2.55% | Reduce -23.3% | 383,282 | $40.0M |
| Comerica Bank | 0.15% | Reduce -1.8% | 381,745 | $39.9M |
| Allworth Financial LP | 0.19% | Add +12.7% | 379,414 | $39.6M |
| Full Sail Capital, LLC | 2.20% | Add +16.3% | 364,637 | $38.1M |
| AE Wealth Management LLC | 0.27% | Add +2.4% | 356,712 | $37.3M |
| Retirement Investment Advisors, Inc. | 3.33% | Add +11.4% | 354,160 | $37.0M |
| Composition Wealth, LLC | 0.62% | Add +1115.5% | 352,070 | $36.8M |
| Baird Financial Group, Inc. | 0.06% | Add +8.2% | 350,578 | $36.6M |
| HSBC Holdings PLC | 0.02% | Add +1.8% | 346,711 | $36.2M |
| Sanctuary Advisors, LLC | 0.22% | Add +4.1% | 344,027 | $35.9M |
| Lutz Financial Services LLC | 2.79% | Add +16.5% | 344,020 | $35.9M |
| Aspiriant, LLC | 1.13% | Add +97.4% | 340,459 | $35.6M |
"% 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.