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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
SA
76
Sovran Advisors
California
$913K +$911K +18,005 New
CIAS
77
CFS Investment Advisory Services
New Jersey
$866K +$861K +17,025 New
TWM
78
TSA Wealth Management
Texas
$844K +$855K +16,906 New
MWM
79
Modern Wealth Management
Kansas
$835K +$842K +16,643 New
SW
80
Simplicity Wealth
New Jersey
$778K +$788K +15,582 New
PIA
81
Polaris Investment Advisors
Massachusetts
$730K +$740K +14,628 New
CWS
82
Cypress Wealth Services
California
$710K +$720K +14,226 New
LIA
83
LifePlan Investment Advisors
North Carolina
$687K +$696K +13,759 New
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$687K +$695K +13,750 New
AIM
85
Archer Investment Management
Texas
$677K +$686K +13,555 New
SVWG
86
Shared Vision Wealth Group
United States
$673K +$681K +13,473 New
PAG
87
Private Advisor Group
New Jersey
$620K +$628K +12,423 New
NA
88
NewEdge Advisors
Louisiana
$588K +$596K +11,775 New
VPF
89
Vantage Point Financial
Illinois
$572K +$580K +11,465 New
SHJ
90
Sharkey, Howes & Javer
Colorado
$571K +$579K +11,443 New
RIS
91
Richmond Investment Services
Wisconsin
$563K +$570K +11,276 New
AWM
92
AE Wealth Management
Kansas
$531K +$538K +10,640 New
RFP
93
RCS Financial Planning
Maryland
$488K +$494K +9,773 New
EL
94
EWA LLC
Pennsylvania
$487K +$494K +9,758 New
IAN
95
Integrated Advisors Network
Texas
$475K +$481K +9,509 New
Cerity Partners
96
Cerity Partners
New York
$469K +$475K +9,393 New
RIA
97
Regal Investment Advisors
Michigan
$467K +$473K +9,360 New
AssetMark Inc
98
AssetMark Inc
California
$453K +$459K +9,069 New
MYIA
99
Mount Yale Investment Advisors
Colorado
$449K +$455K +8,996 New
PW
100
PUREfi Wealth
Massachusetts
$443K +$448K +8,865 New