We are live on ! Find out more
MUB icon

iShares National Muni Bond ETF

1,632 hedge funds and large institutions have $40B invested in iShares National Muni Bond ETF in 2026 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 785 increasing their positions, 504 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 785 | Existing positions reduced: 504

53% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 76

6% more capital invested

Capital invested by funds: $37.8B → $40B (+$2.24B)

0% more funds holding

Funds holding: 1,6291,632 (+3)

1.16% less ownership

Funds ownership: 88.67%87.51% (-1.2%)

14% less funds holding in top 10

Funds holding in top 10: 9582 (-13)

63% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $184M

Holders
1,632
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
19.75%
Holding in Top 10
82
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.68%
% of All Funds
0.99%
New
116
Increased
785
Reduced
504
Closed
76
Calls
$68.6M
Puts
$184M
Net Calls
-$115M
Net Calls Change
+$54M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.81B +$277M +2,585,884 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.45B +$90.2M +843,798 +4%
Betterment LLC
3
Betterment LLC
New York
$2.26B +$156M +1,455,783 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.89B +$94.2M +880,501 +5%
Creative Planning
5
Creative Planning
Kansas
$1.59B +$46.5M +434,348 +3%
LPL Financial
6
LPL Financial
California
$1.37B +$106M +994,686 +8%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.36B +$113M +1,052,371 +9%
Wells Fargo
8
Wells Fargo
California
$1.12B +$39.2M +366,820 +4%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.12B +$107M +1,003,774 +11%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.01B +$48.2M +451,163 +5%
UBS Group
11
UBS Group
Switzerland
$885M +$64.6M +604,182 +8%
Morgan Stanley
12
Morgan Stanley
New York
$846M -$144M -1,349,308 -15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$809M +$22.5M +210,500 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$781M +$7.67M +71,681 +1%
TCIIS
15
TIAA-CREF Individual & Institutional Services
New York
$645M +$33.1M +309,178 +5%
US Bancorp
16
US Bancorp
Minnesota
$576M +$12.9M +120,706 +2%
SEI Investments
17
SEI Investments
Pennsylvania
$545M -$22.4M -209,314 -4%
Wealthfront Advisers
18
Wealthfront Advisers
California
$490M +$11.7M +109,514 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$482M -$24.6M -230,432 -5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$385M +$39.7M +371,030 +12%
AssetMark Inc
21
AssetMark Inc
California
$361M +$16.7M +155,757 +5%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$342M +$23.8M +222,962 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$302M -$1.63M -15,270 -0.5%
OWM
24
Orgel Wealth Management
Wisconsin
$291M +$3.34M +31,252 +1%
Goldman Sachs
25
Goldman Sachs
New York
$278M +$49.9M +466,154 +22%

MUB Hedge Fund Activity: Q2 2026 in Review

1,632 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2026, worth a combined $40B — up 5.9% from $37.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new MUB positions and 76 closed out — a net gain of 40 holders — while 785 added to existing stakes and 504 trimmed.

The largest buyer was Bank of America, adding an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 1,632 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2026, up from 1,629 in Q1 2026.
  • Funds reported $40B of iShares National Muni Bond ETF stock for Q2 2026, up 5.9% quarter-over-quarter.
  • 116 funds opened new iShares National Muni Bond ETF positions in Q2 2026 and 76 closed out, a net change of +40 holders.
  • The largest iShares National Muni Bond ETF buyer in Q2 2026 was Bank of America, an estimated $277M added.
  • The largest iShares National Muni Bond ETF seller in Q2 2026 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2026.