iShares National Muni Bond E ETF (MUB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 1.7%.
Well-known investors holding it
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: −$1.1M (−10 K shares) · bought $0 and sold $1.1MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 2 held it last quarter (the chart point); with today's set, 1 (the base for the change).
Concentrated managers holding it
- Horiko Capital ManagementReduced$9.5M1.7%−0.2 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of MUB (all 13F filers)
- Bank of America44.7 MBank or trading desk+2.6 M
- FMR22.8 MInvestment firm+844 K
- Betterment21.0 MWealth adviser+1.5 M
- Envestnet Asset Management17.6 MWealth adviser+881 K
- Creative Planning14.8 MWealth adviser+434 K
- LPL Financial12.8 MWealth adviser+995 K
- Fisher Asset Management12.6 MInvestment firm+1.1 M
- Wells Fargo10.4 MBank or trading desk+367 K
- Mercer Global Advisors10.4 MWealth adviser+1.0 M
- Northwestern Mutual Wealth Management9.4 MWealth adviser+451 K
- Shares
- 44.7 M
- Change
- +2.6 M
See more
- Type
- Bank or trading desk
- Value
- $4.8 bn
- Shares
- 22.8 M
- Change
- +844 K
See more
- Type
- Investment firm
- Value
- $2.5 bn
- Shares
- 21.0 M
- Change
- +1.5 M
See more
- Type
- Wealth adviser
- Value
- $2.3 bn
- Shares
- 17.6 M
- Change
- +881 K
See more
- Type
- Wealth adviser
- Value
- $1.9 bn
- Shares
- 14.8 M
- Change
- +434 K
See more
- Type
- Wealth adviser
- Value
- $1.6 bn
- Shares
- 12.8 M
- Change
- +995 K
See more
- Type
- Wealth adviser
- Value
- $1.4 bn
- Shares
- 12.6 M
- Change
- +1.1 M
See more
- Type
- Investment firm
- Value
- $1.4 bn
- Shares
- 10.4 M
- Change
- +367 K
See more
- Type
- Bank or trading desk
- Value
- $1.1 bn
- Shares
- 10.4 M
- Change
- +1.0 M
See more
- Type
- Wealth adviser
- Value
- $1.1 bn
- Shares
- 9.4 M
- Change
- +451 K
See more
- Type
- Wealth adviser
- Value
- $1.0 bn
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗