iShares National Muni Bond EMUBETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,633 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 1 from Q4 2025. 100 opened new positions and 89 sold out. The largest holders were Bank of America Corp. ($4.5B), FMR LLC ($2.3B) and Betterment LLC ($2.1B). 6 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 Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $259.2M |
| Exits | 89 | $353.3M |
All 13F filers, Q4 2025 → Q1 2026: 32,335,965 shares bought and 17,542,083 shares sold, net +14,793,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,633 holders
| Bank of America Corp. | 0.33% | Add +12.8% | 42,113,660 | $4.5B |
| FMR LLC | 0.12% | Reduce -1.6% | 21,943,710 | $2.3B |
| Betterment LLC | 3.94% | Add +3.1% | 19,583,732 | $2.1B |
| Envestnet Asset Management Inc. | 0.47% | Add +17.8% | 16,704,651 | $1.8B |
| Creative Planning | 1.03% | Add +6.0% | 14,367,478 | $1.5B |
| LPL Financial LLC | 0.33% | Add +6.0% | 11,762,384 | $1.2B |
| Fisher Asset Management | 0.42% | Add +8.2% | 11,596,161 | $1.2B |
| Wells Fargo & Company | 0.21% | Add +0.7% | 10,008,488 | $1.1B |
| Mercer Global Advisors Inc. | 1.47% | Add +9.5% | 9,357,674 | $993.3M |
| Morgan Stanley | 0.06% | Add +7.4% | 9,214,317 | $978.1M |
| Northwestern Mutual Wealth Management Co. | 0.58% | Add +5.6% | 8,903,359 | $945.1M |
| UBS Group AG | 0.14% | Add +211.7% | 7,622,993 | $809.2M |
| Bank of New York Mellon Corp | 0.14% | Add +3.0% | 7,303,630 | $775.3M |
| PNC Financial Services Group, Inc. | 0.44% | Reduce -2.1% | 7,185,272 | $762.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.32% | — | 5,687,268 | $603.7M |
| Sei Investments Co. | 0.52% | Add +0.1% | 5,274,695 | $559.9M |
| US Bancorp \de | 0.67% | Add +0.1% | 5,232,551 | $555.4M |
| JPMorgan Chase & Co. | 0.03% | Add +0.4% | 4,709,555 | $499.0M |
| Wealthfront Advisers LLC | 1.04% | Reduce -9.3% | 4,442,764 | $471.6M |
| Cetera Investment Advisers | 0.36% | Add +14.9% | 3,210,936 | $340.8M |
| Assetmark, Inc. | 0.69% | Add +4.2% | 3,196,889 | $339.3M |
| Jones Financial Companies LLLP | 0.15% | Add +30.0% | 2,953,836 | $312.3M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -1.3% | 2,823,552 | $299.7M |
| Orgel Wealth Management, LLC | 6.12% | Add +2.3% | 2,677,093 | $284.2M |
| Rwa Wealth Partners, LLC | 2.71% | Reduce -1.5% | 2,331,591 | $247.5M |
| Raymond James Financial Inc. | 0.07% | Add +27.5% | 2,281,826 | $242.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +59.7% | 2,114,126 | $224.4M |
| Mariner, LLC | 0.26% | Add +2.9% | 2,108,214 | $223.8M |
| Sequoia Financial Advisors, LLC | 1.18% | Add +11.9% | 1,977,019 | $209.9M |
| MML Investors Services, LLC | 0.57% | Reduce -4.0% | 1,947,693 | $206.7M |
| HighTower Advisors, LLC | 0.20% | Reduce -0.9% | 1,737,213 | $184.4M |
| Allstate Corp. | 1.97% | Reduce -42.5% | 1,733,524 | $184.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -24.6% | 1,675,290 | $177.9M |
| One Capital Management, LLC | 4.68% | Add +7.1% | 1,606,330 | $170.5M |
| Facet Wealth, Inc. | 2.57% | Reduce -11.0% | 1,397,796 | $148.4M |
| Citigroup Inc. | 0.09% | Add +10.7% | 1,298,929 | $137.9M |
| Captrust Financial Advisors | 0.24% | Add +4.4% | 1,271,750 | $135.0M |
| Royal Bank of Canada | 0.03% | Reduce -2.3% | 1,258,347 | $133.6M |
| Envestnet Portfolio Solutions, Inc. | 0.69% | Reduce -33.0% | 1,175,348 | $124.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +166.6% | 1,169,211 | $124.1M |
| Signaturefd, LLC | 1.83% | Reduce -3.2% | 1,126,750 | $119.6M |
| Park Avenue Securities LLC | 0.90% | New | 1,079,334 | $114.6M |
| Cerity Partners LLC | 0.16% | Add +7.1% | 1,070,265 | $113.6M |
| Focus Partners Wealth | 0.12% | Reduce -12.1% | 1,053,799 | $111.9M |
| Truist Financial Corp. | 0.14% | Add +2.7% | 980,111 | $104.0M |
| Osaic Holdings, Inc. | 0.14% | Add +9.6% | 927,175 | $98.4M |
| Kestra Investment Management, LLC | 1.68% | Add +93.6% | 916,625 | $97.3M |
| Jane Street Group, LLC | 0.11% | Add +65.3% | 912,202 | $96.8M |
| Corient Private Wealth LP | 0.13% | Add +1.9% | 864,554 | $91.8M |
| EP Wealth Advisors, LLC | 0.44% | Add +8.0% | 847,619 | $90.0M |
| OneDigital Investment Advisors LLC | 0.88% | Add +8.9% | 842,713 | $89.5M |
| Oxford Financial Group, LTD. LLC | 4.74% | Reduce -0.7% | 830,094 | $88.1M |
| Orion Porfolio Solutions, LLC | 0.71% | Add +0.4% | 781,060 | $82.9M |
| Angeles Wealth Management, LLC | 4.44% | Add +9.2% | 767,535 | $81.5M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +19.3% | 756,078 | $80.3M |
| Cwm, LLC | 0.21% | Add +9.3% | 751,600 | $79.8M |
| Choate Investment Advisors | 1.49% | Reduce -38.4% | 717,755 | $76.2M |
| Rockefeller Capital Management L.P. | 0.13% | Add +8.8% | 706,540 | $75.0M |
| O'shaughnessy Asset Management, LLC | 0.35% | Add +29.7% | 652,281 | $69.2M |
| BlackRock, Inc. | 0.00% | Add +198.0% | 650,618 | $69.1M |
| Bessemer Group Inc. | 0.11% | Reduce -5.8% | 647,017 | $68.7M |
| Prime Capital Investment Advisors, LLC | 0.79% | Add +0.2% | 645,815 | $68.6M |
| Stifel Financial Corp. | 0.06% | Add +2.7% | 635,731 | $67.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.28% | Add +0.4% | 633,596 | $67.3M |
| Sofi Wealth, LLC | 3.18% | Reduce -1.7% | 620,897 | $65.9M |
| United Capital Financial Advisors, LLC | 0.40% | Add +4.4% | 613,660 | $65.1M |
| State of Wisconsin Investment Board | 0.15% | No change | 607,800 | $64.5M |
| Financial Engines Advisors L.L.C. | 0.12% | Reduce -3.4% | 579,572 | $61.5M |
| Crestwood Advisors Group, LLC | 1.01% | Add +5.8% | 566,374 | $60.1M |
| Bank of Montreal | 0.02% | Reduce -2.3% | 559,388 | $59.4M |
| Foster Group, Inc. | 1.71% | Add +10.4% | 542,700 | $57.6M |
| Fifth Third Bancorp | 0.10% | Add +377.8% | 537,049 | $57.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.83% | Reduce -8.1% | 535,118 | $56.8M |
| Farther Finance Advisors, LLC | 0.54% | Add +11.8% | 532,745 | $56.6M |
| Dynasty Wealth Management, LLC | 0.49% | Add +18.3% | 526,425 | $55.9M |
| Parcion Private Wealth LLC | 3.46% | Add +3.5% | 525,436 | $55.8M |
| Coldstream Capital Management Inc. | 0.69% | Reduce -4.0% | 522,464 | $55.5M |
| Wealthcare Advisory Partners LLC | 1.08% | Reduce -2.1% | 522,191 | $55.4M |
| Wealthspire Advisors, LLC | 0.43% | Reduce -15.9% | 512,469 | $54.4M |
| Avantax Planning Partners, Inc. | 1.44% | Reduce -1.4% | 495,654 | $52.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -40.1% | 492,231 | $52.4M |
| Manning & Napier Advisors LLC | 0.74% | Reduce -1.6% | 492,741 | $52.3M |
| Franklin Resources Inc. | 0.01% | Add +6.6% | 488,681 | $51.9M |
| Wedmont Private Capital | 1.63% | Add +1.5% | 472,473 | $50.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.6% | 462,015 | $49.5M |
| Arkos Global Advisors | 5.90% | Reduce -5.2% | 443,046 | $47.0M |
| Choreo, LLC | 0.57% | Add +52.1% | 438,228 | $46.5M |
| Allworth Financial LP | 0.19% | Add +2.8% | 435,863 | $46.3M |
| Retirement Investment Advisors, Inc. | 3.66% | Add +0.3% | 424,104 | $45.4M |
| Ascent Group, LLC | 1.53% | Add +3.2% | 416,280 | $44.2M |
| Seeds Investor LLC | 5.96% | Add +149.6% | 409,195 | $43.8M |
| Natixis Advisors, LLC | 0.06% | Add +42.0% | 392,889 | $41.7M |
| HSBC Holdings PLC | 0.02% | Reduce -1.8% | 388,912 | $41.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +13.6% | 388,834 | $41.3M |
| JFS Wealth Advisors, LLC | 2.29% | Add +1.1% | 385,993 | $41.0M |
| Cahaba Wealth Management, Inc. | 2.76% | Add +9.3% | 383,426 | $40.7M |
| Savvy Advisors, Inc. | 1.08% | Add +39.8% | 380,909 | $40.4M |
| Equitable Holdings, Inc. | 0.26% | Reduce -17.3% | 373,948 | $40.1M |
| Thrivent Financial for Lutherans | 0.08% | Add +4.2% | 375,769 | $39.9M |
| Kestra Advisory Services, LLC | 0.15% | Add +18.0% | 373,962 | $39.7M |
"% 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.