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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
Holders
143
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
CWM
101
Curtis Wealth Management
Nevada
$437K
IWC
102
Integrated Wealth Concepts
Massachusetts
$412K
PWM
103
Perigon Wealth Management
California
$389K
Corient Private Wealth
104
Corient Private Wealth
Florida
$379K
LA
105
Lifeworks Advisors
Michigan
$371K
FWP
106
Firethorn Wealth Partners
Georgia
$350K
PCA
107
Prosperity Capital Advisors
Ohio
$347K
KWA
108
Kingswood Wealth Advisors
California
$316K
RWA
109
Resolute Wealth Advisor
Ohio
$306K
AWMI
110
Aegis Wealth Management (Iowa)
Iowa
$305K
WWM
111
Walser Wealth Management
Florida
$303K
SI
112
Stirlingshire Investments
New York
$286K
FTUS
113
Flow Traders U.S.
New York
$283K
TCA
114
Transcend Capital Advisors
New Jersey
$283K
CCM
115
Coldstream Capital Management
Washington
$277K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$275K
UA
117
URS Advisory
Florida
$265K
GWP
118
Gateway Wealth Partners
Wisconsin
$242K
GM
119
GeoWealth Management
Illinois
$242K
RCP
120
Roan Capital Partners
Tennessee
$236K
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$228K
JWA
122
JFS Wealth Advisors
Pennsylvania
$223K
SL
123
SWMG LLC
Texas
$221K
CAM
124
Capital Asset Management
Colorado
$219K
RCM
125
Raleigh Capital Management
North Carolina
$205K