iShares National Muni Bond EMUBETF
13F holders, Q4 2025 (December 31)1,632holders +93
100new positions
91sold out
7famous investors
$107.05avg. 13F price*
At the end of Q4 2025, 1,632 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 93 from Q3 2025. 100 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($4.0B), FMR LLC ($2.4B) and Betterment LLC ($2.0B). 7 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 (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $139.3M |
| Exits | 91 | $676.8M |
All 13F filers, Q3 2025 → Q4 2025: 24,739,944 shares bought and 11,527,600 shares sold, net +13,212,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,632 holders
| Bank of America Corp. | 0.29% | Add +11.3% | 37,349,821 | $4.0B |
| FMR LLC | 0.12% | Add +0.6% | 22,297,884 | $2.4B |
| Betterment LLC | 3.88% | Add +9.5% | 18,990,218 | $2.0B |
| Envestnet Asset Management Inc. | 0.45% | Reduce -0.7% | 14,182,545 | $1.5B |
| Creative Planning | 1.04% | Add +2.8% | 13,555,369 | $1.5B |
| LPL Financial LLC | 0.33% | Add +6.0% | 11,099,309 | $1.2B |
| Fisher Asset Management | 0.39% | Add +10.2% | 10,713,817 | $1.1B |
| Wells Fargo & Company | 0.21% | Reduce -0.5% | 9,936,446 | $1.1B |
| Morgan Stanley | 0.05% | Add +6.0% | 8,576,961 | $918.7M |
| Mercer Global Advisors Inc. | 1.40% | Add +13.8% | 8,549,244 | $915.7M |
| Northwestern Mutual Wealth Management Co. | 0.57% | Add +4.0% | 8,431,113 | $903.1M |
| PNC Financial Services Group, Inc. | 0.43% | Add +1.1% | 7,336,158 | $785.8M |
| Bank of New York Mellon Corp | 0.13% | Add +2.8% | 7,089,365 | $759.3M |
| Tiaa Trust, National Association | 1.47% | Add +3.7% | 5,733,941 | $614.2M |
| Sei Investments Co. | 0.56% | Add +12.3% | 5,268,267 | $564.3M |
| US Bancorp \de | 0.66% | Reduce -1.3% | 5,229,521 | $560.1M |
| Wealthfront Advisers LLC | 1.17% | Reduce -2.8% | 4,900,255 | $524.9M |
| JPMorgan Chase & Co. | 0.03% | Add +2.5% | 4,691,873 | $502.5M |
| Assetmark, Inc. | 0.67% | Add +5.7% | 3,067,392 | $328.5M |
| Allstate Corp. | 4.41% | Add +173.3% | 3,016,409 | $323.1M |
| Commonwealth Equity Services, LLC | 0.41% | Add +0.5% | 2,861,748 | $306.5M |
| Cetera Investment Advisers | 0.33% | Add +7.0% | 2,794,564 | $299.3M |
| Orgel Wealth Management, LLC | 6.18% | Add +1.8% | 2,615,919 | $280.2M |
| UBS Group AG | 0.05% | Reduce -0.9% | 2,445,652 | $262.0M |
| Rwa Wealth Partners, LLC | 2.77% | Reduce -1.2% | 2,366,971 | $253.5M |
| Jones Financial Companies LLLP | 0.15% | Add +9.7% | 2,272,610 | $243.4M |
| Ameriprise Financial Inc. | 0.05% | Add +13.9% | 2,222,277 | $238.0M |
| Mariner, LLC | 0.26% | Add +9.1% | 2,048,932 | $219.5M |
| MML Investors Services, LLC | 0.53% | Add +17.0% | 2,028,701 | $217.3M |
| Raymond James Financial Inc. | 0.06% | Reduce -21.9% | 1,789,329 | $191.7M |
| Sequoia Financial Advisors, LLC | 1.06% | Add +3.6% | 1,766,391 | $189.2M |
| Envestnet Portfolio Solutions, Inc. | 0.66% | Add +5.7% | 1,753,361 | $187.8M |
| HighTower Advisors, LLC | 0.21% | Reduce -0.1% | 1,752,430 | $187.7M |
| Facet Wealth, Inc. | 3.00% | Add +22.7% | 1,570,665 | $169.3M |
| One Capital Management, LLC | 4.86% | Add +9.2% | 1,499,828 | $160.6M |
| LMR Partners LLP | 2.04% | Add +398.3% | 1,495,000 | $160.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.7% | 1,323,992 | $141.8M |
| Royal Bank of Canada | 0.02% | Add +15.3% | 1,287,927 | $137.9M |
| Captrust Financial Advisors | 0.25% | Add +1.1% | 1,217,656 | $130.4M |
| Focus Partners Wealth | 0.15% | Add +15.3% | 1,198,803 | $128.1M |
| Citigroup Inc. | 0.09% | Reduce -8.0% | 1,173,907 | $125.7M |
| Choate Investment Advisors | 2.45% | Reduce -4.7% | 1,165,513 | $124.8M |
| Signaturefd, LLC | 1.90% | Reduce -1.0% | 1,163,532 | $124.6M |
| Cerity Partners LLC | 0.16% | Add +15.1% | 999,229 | $107.0M |
| Truist Financial Corp. | 0.14% | Add +7.2% | 954,626 | $102.2M |
| Corient Private Wealth LP | 0.12% | Add +7.5% | 848,000 | $90.8M |
| Osaic Holdings, Inc. | 0.13% | Reduce -16.8% | 845,747 | $90.6M |
| Oxford Financial Group, LTD. LLC | 4.92% | Reduce -3.4% | 836,123 | $89.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.8% | 821,289 | $88.2M |
| EP Wealth Advisors, LLC | 0.44% | — | 784,953 | $84.1M |
| Orion Porfolio Solutions, LLC | 0.61% | Add +11.1% | 778,177 | $83.4M |
| OneDigital Investment Advisors LLC | 0.81% | Add +3.5% | 773,469 | $82.8M |
| Balentine LLC | 2.88% | Reduce -11.1% | 708,272 | $75.9M |
| Angeles Wealth Management, LLC | 4.15% | Add +5.5% | 702,947 | $75.3M |
| Cwm, LLC | 0.20% | Add +7.5% | 687,924 | $73.7M |
| Bessemer Group Inc. | 0.11% | Add +24.4% | 687,254 | $73.6M |
| Rockefeller Capital Management L.P. | 0.13% | Add +3.0% | 649,211 | $69.5M |
| Prime Capital Investment Advisors, LLC | 0.84% | Add +9.8% | 644,467 | $69.0M |
| Beacon Pointe Advisors, LLC | 0.48% | Add +8.0% | 633,779 | $67.9M |
| Sofi Wealth, LLC | 3.37% | Add +9.3% | 631,789 | $67.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.28% | Reduce -0.3% | 630,882 | $67.6M |
| Stifel Financial Corp. | 0.06% | Add +2.5% | 618,998 | $66.3M |
| Wealthspire Advisors, LLC | 0.52% | Reduce -37.4% | 609,110 | $65.2M |
| State of Wisconsin Investment Board | 0.15% | No change | 607,800 | $65.1M |
| Financial Engines Advisors L.L.C. | 0.12% | Add +1.0% | 599,668 | $64.2M |
| United Capital Financial Advisors, LLC | 0.38% | Add +3.5% | 587,593 | $62.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.94% | Reduce -3.7% | 582,008 | $62.3M |
| Bank of Montreal | 0.03% | Add +18.4% | 572,680 | $61.3M |
| Jane Street Group, LLC | 0.07% | Reduce -38.6% | 551,732 | $59.1M |
| Coldstream Capital Management Inc. | 0.76% | Add +1.4% | 544,186 | $58.3M |
| Crestwood Advisors Group, LLC | 0.96% | Add +9.1% | 535,338 | $57.3M |
| Wealthcare Advisory Partners LLC | 1.12% | Add +14.3% | 533,437 | $57.1M |
| Parcion Private Wealth LLC | 3.31% | Add +2.1% | 507,509 | $54.4M |
| O'shaughnessy Asset Management, LLC | 0.30% | Add +33.7% | 503,080 | $53.9M |
| Avantax Planning Partners, Inc. | 1.51% | Add +9.6% | 502,707 | $53.8M |
| Manning & Napier Advisors LLC | 0.70% | Add +3.5% | 500,483 | $53.6M |
| Foster Group, Inc. | 1.59% | Add +11.2% | 491,509 | $52.6M |
| Farther Finance Advisors, LLC | 0.55% | Add +5.0% | 476,523 | $51.0M |
| Kestra Investment Management, LLC | 1.24% | Add +7.4% | 473,402 | $50.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.5% | 469,688 | $50.3M |
| Wedmont Private Capital | 1.74% | Reduce -6.4% | 465,572 | $50.1M |
| Arkos Global Advisors | 6.42% | Reduce -4.1% | 467,492 | $50.1M |
| Franklin Resources Inc. | 0.01% | Reduce -20.4% | 458,587 | $49.1M |
| Equitable Holdings, Inc. | 0.33% | Add +6.5% | 451,925 | $48.4M |
| AE Wealth Management LLC | 0.28% | Add +13.1% | 449,804 | $48.2M |
| Dynasty Wealth Management, LLC | 0.47% | Add +17.8% | 445,174 | $47.7M |
| Nuveen, LLC | 0.01% | Add +819.6% | 440,594 | $47.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 438,491 | $47.0M |
| Allworth Financial LP | 0.19% | Add +8.0% | 424,154 | $45.4M |
| Retirement Investment Advisors, Inc. | 3.65% | Add +7.9% | 422,852 | $45.3M |
| Comerica Bank | 0.17% | Add +2.1% | 407,499 | $43.6M |
| Ascent Group, LLC | 1.48% | Add +7.9% | 403,461 | $43.2M |
| HSBC Holdings PLC | 0.02% | Add +904.1% | 395,869 | $42.4M |
| JFS Wealth Advisors, LLC | 2.30% | Add +1.6% | 381,852 | $40.9M |
| HRT Financial LP | 0.12% | Add +204.9% | 361,847 | $38.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +2.1% | 360,674 | $38.6M |
| Cardinal Point Capital Management ULC | 2.50% | Add +2.0% | 356,448 | $38.2M |
| Lutz Financial Services LLC | 2.56% | Add +3.7% | 351,298 | $37.6M |
| Cahaba Wealth Management, Inc. | 2.62% | Add +3.4% | 350,964 | $37.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +10.1% | 342,236 | $36.7M |
"% 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.