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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
CWM
101
Curtis Wealth Management
Nevada
$437K +$442K +8,747 New
IWC
102
Integrated Wealth Concepts
Massachusetts
$412K +$417K +8,242 New
PWM
103
Perigon Wealth Management
California
$389K +$394K +7,796 New
Corient Private Wealth
104
Corient Private Wealth
Florida
$379K +$384K +7,600 New
LA
105
Lifeworks Advisors
Michigan
$371K +$376K +7,438 New
FWP
106
Firethorn Wealth Partners
Georgia
$350K +$355K +7,016 New
PCA
107
Prosperity Capital Advisors
Ohio
$347K +$351K +6,944 New
KWA
108
Kingswood Wealth Advisors
California
$316K +$320K +6,319 New
RWA
109
Resolute Wealth Advisor
Ohio
$306K +$310K +6,130 New
AWMI
110
Aegis Wealth Management (Iowa)
Iowa
$305K +$309K +6,113 New
WWM
111
Walser Wealth Management
Florida
$303K +$307K +6,074 New
SI
112
Stirlingshire Investments
New York
$286K +$290K +5,725 New
FTUS
113
Flow Traders U.S.
New York
$283K +$286K +5,659 New
TCA
114
Transcend Capital Advisors
New Jersey
$283K +$286K +5,664 New
CCM
115
Coldstream Capital Management
Washington
$277K +$281K +5,550 New
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$275K +$278K +5,505 New
UA
117
URS Advisory
Florida
$265K +$269K +5,316 New
GWP
118
Gateway Wealth Partners
Wisconsin
$242K +$245K +4,844 New
GM
119
GeoWealth Management
Illinois
$242K +$245K +4,838 New
RCP
120
Roan Capital Partners
Tennessee
$236K +$239K +4,721 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$228K +$231K +4,571 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$223K +$226K +4,474 New
SL
123
SWMG LLC
Texas
$221K +$224K +4,426 New
CAM
124
Capital Asset Management
Colorado
$219K +$222K +4,382 New
RCM
125
Raleigh Capital Management
North Carolina
$205K +$207K +4,097 New