iShares National Muni Bond EMUBETF
13F holders, Q3 2025 (September 30)1,539holders −1
103new positions
92sold out
7famous investors
$106.47avg. 13F price*
At the end of Q3 2025, 1,539 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, down 1 from Q2 2025. 103 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($3.6B), FMR LLC ($2.4B) and Betterment LLC ($1.8B). 7 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), Ken Fisher (0.4% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $524.0M |
| Exits | 92 | $161.9M |
All 13F filers, Q2 2025 → Q3 2025: 24,117,923 shares bought and 29,225,959 shares sold, net −5,108,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,539 holders
| Bank of America Corp. | 0.27% | Add +6.4% | 33,570,415 | $3.6B |
| FMR LLC | 0.12% | Add +21.6% | 22,165,426 | $2.4B |
| Betterment LLC | 3.65% | Reduce -6.7% | 17,343,529 | $1.8B |
| Envestnet Asset Management Inc. | 0.44% | Reduce -29.9% | 14,278,109 | $1.5B |
| Creative Planning | 1.07% | Add +6.9% | 13,191,212 | $1.4B |
| LPL Financial LLC | 0.33% | Reduce -1.0% | 10,466,931 | $1.1B |
| Wells Fargo & Company | 0.22% | Add +1.7% | 9,987,480 | $1.1B |
| Fisher Asset Management | 0.37% | Add +9.1% | 9,725,773 | $1.0B |
| Northwestern Mutual Wealth Management Co. | 0.58% | Add +9.6% | 8,102,619 | $862.8M |
| Morgan Stanley | 0.05% | Reduce -4.8% | 8,090,832 | $861.6M |
| Mercer Global Advisors Inc. | 1.34% | Add +20.2% | 7,511,562 | $799.9M |
| PNC Financial Services Group, Inc. | 0.47% | Reduce -3.6% | 7,257,669 | $772.9M |
| Bank of New York Mellon Corp | 0.13% | Reduce -5.0% | 6,897,503 | $734.5M |
| Tiaa Trust, National Association | 1.43% | Add +5.0% | 5,529,245 | $588.8M |
| US Bancorp \de | 0.67% | Reduce -27.9% | 5,295,541 | $563.9M |
| Wealthfront Advisers LLC | 1.26% | Reduce -6.6% | 5,039,020 | $536.6M |
| Sei Investments Co. | 0.54% | Add +3.3% | 4,692,039 | $499.7M |
| JPMorgan Chase & Co. | 0.03% | Add +5.6% | 4,576,697 | $487.4M |
| Wellington Management Group LLP | 0.07% | New | 3,636,000 | $387.2M |
| Assetmark, Inc. | 0.66% | Add +4.3% | 2,903,335 | $309.2M |
| Commonwealth Equity Services, LLC | 0.39% | Reduce -6.9% | 2,848,492 | $303.3M |
| Cetera Investment Advisers | 0.32% | Add +61.1% | 2,610,858 | $278.0M |
| Orgel Wealth Management, LLC | 6.24% | Add +0.9% | 2,569,238 | $273.6M |
| UBS Group AG | 0.05% | Reduce -2.3% | 2,466,934 | $262.7M |
| Rwa Wealth Partners, LLC | 2.90% | Reduce -1.2% | 2,395,411 | $255.1M |
| Raymond James Financial Inc. | 0.08% | Add +2.8% | 2,291,549 | $244.0M |
| Jones Financial Companies LLLP | 0.15% | Add +5.5% | 2,071,369 | $220.2M |
| Ameriprise Financial Inc. | 0.05% | Add +28.0% | 1,951,716 | $207.6M |
| Mariner, LLC | 0.26% | Reduce -1.0% | 1,878,029 | $200.0M |
| HighTower Advisors, LLC | 0.21% | Add +1.4% | 1,754,456 | $186.8M |
| MML Investors Services, LLC | 0.49% | Reduce -11.4% | 1,734,184 | $184.7M |
| Sequoia Financial Advisors, LLC | 1.11% | Add +1.8% | 1,704,780 | $181.5M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -66.0% | 1,658,407 | $176.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +16.5% | 1,375,093 | $146.4M |
| One Capital Management, LLC | 4.67% | Add +17.9% | 1,373,348 | $146.2M |
| Facet Wealth, Inc. | 2.82% | Add +14.3% | 1,280,119 | $136.3M |
| Citigroup Inc. | 0.09% | Add +1.3% | 1,275,444 | $135.8M |
| Choate Investment Advisors | 2.69% | Reduce -6.3% | 1,222,478 | $130.2M |
| Captrust Financial Advisors | 0.26% | Reduce -11.4% | 1,204,010 | $128.2M |
| Signaturefd, LLC | 1.98% | Reduce -5.7% | 1,175,781 | $125.2M |
| Royal Bank of Canada | 0.02% | Reduce -55.7% | 1,117,168 | $119.0M |
| Allstate Corp. | 2.68% | Reduce -63.8% | 1,103,558 | $117.5M |
| Focus Partners Wealth | 0.18% | Add +15.4% | 1,039,712 | $110.8M |
| Park Avenue Securities LLC | 0.84% | Reduce -9.2% | 1,011,015 | $107.7M |
| Osaic Holdings, Inc. | 0.15% | Add +13.6% | 1,016,038 | $107.4M |
| Wealthspire Advisors, LLC | 0.54% | Reduce -19.9% | 972,604 | $103.6M |
| Jane Street Group, LLC | 0.11% | Add +67.2% | 898,429 | $95.7M |
| Truist Financial Corp. | 0.13% | Reduce -1.3% | 890,689 | $94.8M |
| Cerity Partners LLC | 0.15% | Reduce -6.0% | 867,825 | $92.5M |
| Oxford Financial Group, LTD. LLC | 5.21% | Reduce -8.6% | 865,285 | $92.1M |
| Balentine LLC | 3.13% | Reduce -3.9% | 796,746 | $84.8M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +3.9% | 791,223 | $84.3M |
| Corient Private Wealth LP | 0.13% | Reduce -3.4% | 788,848 | $84.0M |
| OneDigital Investment Advisors LLC | 0.82% | Add +15.5% | 747,406 | $79.6M |
| Orion Porfolio Solutions, LLC | 0.58% | Add +1.8% | 700,580 | $74.6M |
| Angeles Wealth Management, LLC | 4.35% | Add +14.7% | 666,498 | $71.0M |
| Cwm, LLC | 0.20% | Add +23.9% | 640,101 | $68.2M |
| Forvis Mazars Wealth Advisors, LLC | 1.34% | Reduce -2.3% | 632,727 | $67.4M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -6.3% | 630,597 | $67.2M |
| State of Wisconsin Investment Board | 0.15% | No change | 607,800 | $64.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.02% | Reduce -13.4% | 604,115 | $64.3M |
| Stifel Financial Corp. | 0.06% | Reduce -22.8% | 604,044 | $64.3M |
| Financial Engines Advisors L.L.C. | 0.12% | Add +2.4% | 593,607 | $63.2M |
| Prime Capital Investment Advisors, LLC | 0.79% | Add +4.1% | 587,138 | $62.5M |
| Beacon Pointe Advisors, LLC | 0.53% | Reduce -5.7% | 586,946 | $62.5M |
| Sofi Wealth, LLC | 3.31% | Reduce -12.2% | 577,779 | $61.5M |
| Franklin Resources Inc. | 0.02% | Add +1.3% | 576,030 | $61.3M |
| United Capital Financial Advisors, LLC | 0.44% | Add +1.6% | 567,950 | $60.5M |
| Bessemer Group Inc. | 0.09% | Add +1.6% | 552,541 | $58.8M |
| Coldstream Capital Management Inc. | 0.77% | Reduce -4.5% | 536,670 | $57.1M |
| Natixis Advisors, LLC | 0.08% | Add +101.4% | 508,604 | $54.2M |
| Wedmont Private Capital | 1.97% | Add +0.1% | 497,248 | $53.0M |
| Parcion Private Wealth LLC | 3.30% | Add +133.3% | 497,096 | $52.9M |
| Crestwood Advisors Group, LLC | 0.89% | Add +5.8% | 490,899 | $52.3M |
| Arkos Global Advisors | 6.61% | Reduce -25.1% | 487,686 | $51.9M |
| Bank of Montreal | 0.02% | Add +6.1% | 483,744 | $51.5M |
| Manning & Napier Advisors LLC | 0.66% | Reduce -4.4% | 483,367 | $51.5M |
| Alliancebernstein L.P. | 0.02% | Add +9.0% | 471,835 | $50.2M |
| Wealthcare Advisory Partners LLC | 1.04% | Add +11.5% | 466,899 | $49.7M |
| Avantax Planning Partners, Inc. | 1.40% | Add +169.7% | 458,812 | $48.9M |
| Farther Finance Advisors, LLC | 0.73% | Reduce -10.0% | 454,048 | $48.4M |
| Foster Group, Inc. | 1.48% | Add +10.8% | 441,859 | $47.1M |
| Kestra Investment Management, LLC | 1.26% | Add +5.0% | 440,725 | $46.9M |
| Equitable Holdings, Inc. | 0.33% | Add +4.5% | 424,529 | $45.2M |
| Prudential Financial Inc. | 0.05% | Add +223.7% | 424,360 | $45.2M |
| New York Life Investment Management LLC | 0.39% | Add +5.8% | 411,699 | $43.8M |
| Comerica Bank | 0.16% | Add +4.6% | 399,283 | $42.5M |
| AE Wealth Management LLC | 0.27% | Add +11.5% | 397,667 | $42.3M |
| Allworth Financial LP | 0.19% | Add +3.5% | 392,810 | $41.8M |
| Retirement Investment Advisors, Inc. | 3.47% | Add +10.7% | 392,035 | $41.7M |
| Dynasty Wealth Management, LLC | 0.54% | Add +34.7% | 377,905 | $40.2M |
| O'shaughnessy Asset Management, LLC | 0.24% | Add +27.3% | 376,398 | $40.1M |
| JFS Wealth Advisors, LLC | 2.34% | Reduce -2.0% | 375,677 | $40.0M |
| Ascent Group, LLC | 1.41% | Reduce -6.8% | 374,003 | $39.8M |
| Full Sail Capital, LLC | 2.16% | Add +0.7% | 367,109 | $39.1M |
| Baird Financial Group, Inc. | 0.06% | Add +1.6% | 356,037 | $37.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +392.0% | 353,210 | $37.6M |
| Cardinal Point Capital Management ULC | 2.62% | Add +9.0% | 349,470 | $37.4M |
| Cahaba Wealth Management, Inc. | 2.62% | Add +7.7% | 339,367 | $36.1M |
| Lutz Financial Services LLC | 2.61% | Reduce -1.5% | 338,864 | $36.1M |
"% 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.