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LMUB

iShares Long-Term National Muni Bond ETF

143 hedge funds and large institutions have $1.6B invested in iShares Long-Term National Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,800% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 1

6,951% more capital invested

Capital invested by funds: $22.7M → $1.6B (+$1.58B)

2,760% more funds holding

Funds holding: 5143 (+138)

39.49% more ownership

Funds ownership: 78.22%117.71% (+39%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
143
Holders Change
+138
Holders Change %
+2,760%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
139
Increased
2
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fedenia Advisers
Wisconsin
$6.28M +$6.36M +125,775 New
KFS
27
Kelly Financial Services
Massachusetts
$5.97M +$6.05M +119,658 New
SAI
28
Savvy Advisors Inc
New York
$5.34M +$5.41M +106,898 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$5.05M +$5.12M +101,206 New
SI
30
Seeds Investor
New York
$4.63M +$4.62M +91,318 New
AI
31
Atria Investments
North Carolina
$4.35M +$4.41M +87,141 New
WA
32
Wealth Alliance
New York
$4.11M +$4.17M +82,376 New
KAS
33
Kestra Advisory Services
Texas
$4.09M +$4.15M +81,952 New
AIM
34
Advyzon Investment Management
Illinois
$3.83M +$3.88M +76,765 New
SPIA
35
Steward Partners Investment Advisory
New York
$3.83M +$3.88M +76,654 New
OWCM
36
One Wealth Capital Management
Arizona
$3.8M +$3.79M +74,907 New
KWM
37
Keebeck Wealth Management
Illinois
$3.64M +$3.68M +72,825 New
OAP
38
One Advisory Partners
Kansas
$3.61M +$3.66M +72,398 New
DWM
39
Diversify Wealth Management
Utah
$3.56M +$3.55M +70,274 New
MHC
40
May Hill Capital
Massachusetts
$3.45M +$3.49M +69,026 New
LFWA
41
LiftPoint Family Wealth Advisors
New Jersey
$3.28M +$3.32M +65,692 New
TWP
42
Triad Wealth Partners
Kansas
$3.21M +$3.25M +64,256 New
JC
43
JB Capital
Connecticut
$3.2M +$3.24M +64,121 New
HighTower Advisors
44
HighTower Advisors
Illinois
$3.05M +$1.63M +32,202 +112%
WP
45
WealthShield Partners
North Carolina
$2.56M +$2.6M +51,337 New
EI
46
EFG International
$2.54M +$2.57M +50,899 New
TVM
47
True Vision MN
Minnesota
$2.35M +$2.38M +47,072 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.3M +$2.33M +46,040 New
TF
49
Theory Financial
Colorado
$1.89M +$1.91M +37,773 New
WIA
50
World Investment Advisors
California
$1.78M +$1.8M +35,662 New