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iShares National Muni Bond ETF

1,629 hedge funds and large institutions have $37.8B invested in iShares National Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 790 increasing their positions, 504 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 504

33% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 90

1.73% more ownership

Funds ownership: 86.94%88.67% (+1.7%)

5% more capital invested

Capital invested by funds: $36.1B → $37.8B (+$1.66B)

0% more funds holding

Funds holding: 1,6291,629 (0)

6% less funds holding in top 10

Funds holding in top 10: 10195 (-6)

56% less call options, than puts

Call options by funds: $131M | Put options by funds: $300M

Holders
1,629
Holders Change
Holders Change %
0%
% of All Funds
19.93%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
1.16%
New
120
Increased
790
Reduced
504
Closed
90
Calls
$131M
Puts
$300M
Net Calls
-$169M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1701
Trust Point Inc
Wisconsin
-$203K -1,897 Closed
LFP
1702
Lakeshore Financial Planning
Michigan
-$203K -1,892 Closed
CWP
1703
Concord Wealth Partners
Virginia
-$81.7K -763 Closed
AWA
1704
American Wealth Advisors
Georgia
-$67K -625 Closed
RWM
1705
Raffa Wealth Management
District of Columbia
-$62K -579 Closed
IWM
1706
Inlight Wealth Management
Georgia
-$47.7K -445 Closed
CWA
1707
Carolina Wealth Advisors
South Carolina
-$28.4K -265 Closed
TPBG
1708
Turning Point Benefit Group
Maryland
-$23.4K -218 Closed
EWM
1709
Evolution Wealth Management
Florida
-$23K -215 Closed
BWA
1710
Basecamp Wealth Advisors
Washington
-$21.1K -197 Closed
IIM
1711
IFC & Insurance Marketing
California
-$20K -185 Closed
SC
1712
Swan Capital
Florida
-$16.5K -154 Closed
OC
1713
Optima Capital
Oregon
-$11.4K -106 Closed
PRAG
1714
Portfolio Resources Advisor Group
Florida
-$9.64K -90 Closed
SC
1715
Steph & Co
Wisconsin
-$6.96K -65 Closed
SRCM
1716
Signature Resources Capital Management
California
-$6.32K -59 Closed
CA
1717
Centerpoint Advisors
Massachusetts
-$5K -47 Closed
WWA
1718
Wealth Watch Advisors
Colorado
-$4.39K -41 Closed
VWWMG
1719
Vermillion & White Wealth Management Group
Pennsylvania
-$4.28K -40 Closed
SFC
1720
SYM Financial Corp
Indiana
-$2.68K -25 Closed
AUB
1721
Atlantic Union Bankshares
Virginia
-$1.39K -13 Closed
KG
1722
Kilter Group
New York
-$1.18K -11 Closed
CFS
1723
Compass Financial Services
Iowa
-$656 -6 Closed
RG
1724
RHL Group
Michigan
-$321 -3 Closed

MUB Hedge Fund Activity: Q1 2026 in Review

1,629 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q1 2026, worth a combined $37.8B — up 4.6% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new MUB positions and 90 closed out — a net gain of 30 holders — while 790 added to existing stakes and 504 trimmed.

The largest buyer was UBS Group, adding an estimated $557M. The largest seller was TIAA Trust, National Association, cutting an estimated $587M.

  • 1,629 institutional investors held iShares National Muni Bond ETF (MUB) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $37.8B of iShares National Muni Bond ETF stock for Q1 2026, up 4.6% quarter-over-quarter.
  • 120 funds opened new iShares National Muni Bond ETF positions in Q1 2026 and 90 closed out, a net change of +30 holders.
  • The largest iShares National Muni Bond ETF buyer in Q1 2026 was UBS Group, an estimated $557M added.
  • The largest iShares National Muni Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $587M sold.

Based on aggregated 13F filings for Q1 2026.