Ishares Tr (MUB) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ishares Tr (MUB) following the 2026 Q2 hedge fund 13F filings?

As of today, MUB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MUB gained -1.6% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (MUB)

2K + Investors. Track Smart Money conviction in MUB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MUB

Based on 1625 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added MUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

1,625 hedge funds hold MUB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+158 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

920 buying624 selling

Last quarter: 920 funds were net buyers (143 opened a brand new position + 777 added to an existing one). Only 624 were sellers (497 trimmed + 127 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-68 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 174 → 124 → 211 → 143. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 15% new

1,035 out of 1,625 hedge funds have held MUB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

130 → 174 → 124 → 211 → 143 new funds/Q

New funds entering each quarter: 174 → 124 → 211 → 143. A growing number of institutions are discovering MUB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 20% new

Entry-cohort mix of 1,633 holders: 1,086 (67%) are 2+ year veterans, 225 entered 1–2 years ago, and 322 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

37 of 1623 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in MUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	1623	1609	0.87%
13F Shares	355M	336M	5.66%
Total Value	$37.80B	$38.39B	-1.54%
New Positions	143	211	-68
Increased Positions	775	764	+11
Closed Positions	127	120	+7
Reduced Positions	496	448	+48
Total Calls	4	6	-33.33%
Total Puts	6	5	20.0%
PUT/CALL Ratio	1.5	0.83	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1623

1609

0.87%

13F Shares

355M

336M

5.66%

Total Value

$37.80B

$38.39B

-1.54%

New Positions

143

211

-68

Increased Positions

775

764

+11

Closed Positions

127

120

Reduced Positions

496

448

+48

Total Calls

-33.33%

Total Puts

20.0%

PUT/CALL Ratio

1.5

0.83

Bearish

Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MUB. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MUB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Verus Wealth Management, LLC	10.96%	123,546	$13.3M
2	Stage Harbor Financial, LLC	9.22%	148,320	$16.0M
3	Bridge Generations Wealth Management LLC	7.55%	137,613	$14.8M
4	Atlatl Advisers LLC	6.66%	260,812	$28.1M
5	Altura Wealth Advisors Inc.	6.35%	174,883	$18.8M
6	Prairieview Wealth Partners, LLC	6.33%	78,709	$8.5M
7	Ackerman Capital Advisors, LLC	5.97%	275,545	$29.7M
8	Liquid Strategies, LLC	5.82%	396,261	$42.6M
9	Orgel Wealth Management, LLC	5.53%	2,708,345	$291.5M
10	21 West Wealth Management LLC	5.26%	57,240	$6.2M
11	Seeds Investor LLC	5.13%	463,913	$49.9M
12	Morton Brown Family Wealth, LLC	4.95%	202,817	$21.8M
13	BCO Wealth Management LLC	4.88%	83,192	$9.0M
14	One Capital Management, LLC	4.74%	1,606,330	$170.5M
15	Brown Wealth Management, LLC	4.66%	193,485	$20.8M
16	Financial Planning Fort Collins, LLC	4.63%	57,194	$6.1M
17	Oxford Financial Group, LTD. LLC	4.58%	840,791	$90.5M
18	Chesapeake Capital Corp /Il/	4.55%	80,521	$8.7M
19	Veratis Advisors, Inc.	4.19%	54,980	$5.9M
20	Retirement Investment Advisors, Inc.	4.14%	543,022	$58.0M
21	One Wealth Capital Management, LLC	4.10%	135,376	$14.6M
22	WealthCollab, LLC	4.07%	104,517	$11.2M
23	Heritage Wealth Management, Inc./Texas	4.03%	97,202	$10.5M
24	Sincerus Advisory, LLC	3.96%	54,239	$5.8M
25	Beacon Bridge Wealth Partners, LLC	3.93%	128,023	$13.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ishares Tr (MUB)

What does the Smart Money Trend signal show for MUB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MUB?

More buyers than sellers — 60% buying: Last quarter: 920 funds were net buyers (143 opened a brand new position + 777 added to an existing one). Only 624 were sellers (497 trimmed + 127 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUB holders?

Elite ownership — 52% AUM from top-100 funds: 37 of 1623 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in MUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MUB?

64% of holders stayed for 2+ years: 1,035 out of 1,625 hedge funds have held MUB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (MUB) following the 2026 Q2 hedge fund 13F filings?

As of today, MUB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MUB has gained -1.6% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ishares Tr (MUB)

Smart Money Signals — MUB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More buyers than sellers — 60% buying

Fewer new buyers each quarter (-68 vs last Q)

64% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 20% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — MUB

Hedge Fund Ownership: MUB

Market Analysis: MUB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MUB

Is It Too Late to Buy Ishares Tr (MUB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MUB

Statistics: MUB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (MUB)

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