LMUB

iShares Long-Term National Muni Bond ETF

144 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 140 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$608M
2 +$294M
3 +$99.3M
4
Morgan Stanley
Morgan Stanley
New York
+$71.3M
5
MML Investors Services
MML Investors Services
Massachusetts
+$60.1M

Top Sellers

1 -$3.34M
2 -$325K
3 -$283K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sovran Advisors
California
$913K
CIAS
77
CFS Investment Advisory Services
New Jersey
$866K
TWM
78
TSA Wealth Management
Texas
$844K
MWM
79
Modern Wealth Management
Kansas
$835K
SW
80
Simplicity Wealth
New Jersey
$778K
PIA
81
Polaris Investment Advisors
Massachusetts
$730K
CWS
82
Cypress Wealth Services
California
$710K
LIA
83
LifePlan Investment Advisors
North Carolina
$687K
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$687K
AIM
85
Archer Investment Management
Texas
$677K
SVWG
86
Shared Vision Wealth Group
United States
$673K
PAG
87
Private Advisor Group
New Jersey
$620K
VPF
88
Vantage Point Financial
Illinois
$572K
SHJ
89
Sharkey, Howes & Javer
Colorado
$571K
RIS
90
Richmond Investment Services
Wisconsin
$563K
AWM
91
AE Wealth Management
Kansas
$531K
RFP
92
RCS Financial Planning
Maryland
$488K
EL
93
EWA LLC
Pennsylvania
$487K
IAN
94
Integrated Advisors Network
Texas
$475K
Cerity Partners
95
Cerity Partners
New York
$469K
RIA
96
Regal Investment Advisors
Michigan
$467K
AssetMark Inc
97
AssetMark Inc
California
$453K
MYIA
98
Mount Yale Investment Advisors
Colorado
$449K
PW
99
PUREfi Wealth
Massachusetts
$443K
CWM
100
Curtis Wealth Management
Nevada
$437K