Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (MUB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — MUB

Based on 1623 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
1,623 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
+156 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

918 buying622 selling
Last quarter: 918 funds were net buyers (141 opened a brand new position + 777 added to an existing one). Only 622 were sellers (497 trimmed + 125 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-69 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 173 → 124 → 210 → 141. 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 1,623 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 → 173 → 124 → 210 → 141 new funds/Q
New funds entering each quarter: 173 → 124 → 210 → 141. 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 1,631 holders: 1,086 (67%) are 2+ year veterans, 225 entered 1–2 years ago, and 320 (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
35 of 1621 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.

Institutional Sentiment Summary — MUB

In 2026 Q1, 918 hedge funds were net buyers of MUB (141 opened a new position, 777 added to an existing one), while 622 reduced or exited (497 trimmed, 125 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in MUB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 1623.

Hedge Fund Ownership: MUB

How many hedge funds hold MUB — quarterly history vs. share price
Quarterly hedge fund ownership of MUB vs. share price

Market Analysis: MUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MUB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much MUB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
MUB
+1.1%
SPY
+15.9%

MUB outperformed SPY by -14.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MUB
+1.4%
SPY
+2.0%

Since the filing became public, MUB outperformed SPY by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 54 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: MUB
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1606 1607 -0.06%
13F Shares 355M 336M 5.63%
Total Value $37.78B $38.38B -1.57%
New Positions 136 210 -74
Increased Positions 771 763 +8
Closed Positions 137 120 +17
Reduced Positions 489 448 +41
Total Calls 4 6 -33.33%
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.5 0.83 Bearish

Statistics: MUB

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 MUB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlatl Advisers LLC 20.54% 260,793 $27.7M
2 Verus Wealth Management, LLC 12.39% 125,778 $13.4M
3 Stage Harbor Financial, LLC 10.61% 150,771 $16.0M
4 Liquid Strategies, LLC 7.57% 331,858 $35.2M
5 Bridge Generations Wealth Management LLC 7.55% 124,010 $13.2M
6 Altura Wealth Advisors Inc. 7.24% 156,224 $16.6M
7 Prairieview Wealth Partners, LLC 7.08% 81,397 $8.6M
8 Ackerman Capital Advisors, LLC 6.18% 284,162 $30.2M
9 Orgel Wealth Management, LLC 6.12% 2,677,093 $284.2M
10 Seeds Investor LLC 5.96% 409,195 $43.8M
11 21 West Wealth Management LLC 5.66% 57,444 $6.1M
12 BCO Wealth Management LLC 5.42% 84,975 $9.0M
13 Cardinal Strategic Wealth Guidance 4.97% 177,441 $18.8M
14 Morton Brown Family Wealth, LLC 4.92% 175,355 $18.6M
15 Oxford Financial Group, LTD. LLC 4.74% 830,094 $88.1M
16 One Capital Management, LLC 4.67% 1,606,330 $170.5M
17 Brown Wealth Management, LLC 4.60% 168,750 $17.9M
18 Chesapeake Capital Corp /Il/ 4.56% 59,525 $6.3M
19 Angeles Wealth Management, LLC 4.43% 767,535 $81.5M
20 Financial Planning Fort Collins, LLC 4.40% 54,687 $5.9M
21 WealthCollab, LLC 4.38% 100,225 $10.6M
22 SOL Capital Management CO 4.37% 86,198 $9.0M
23 Heritage Wealth Management, Inc./Texas 4.32% 95,192 $10.1M
24 North Dallas Bank & Trust Co 4.29% 59,698 $6.3M
25 Schneider Downs Wealth Management Advisors, LP 4.22% 360,475 $38.3M
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: 918 funds were net buyers (141 opened a brand new position + 777 added to an existing one). Only 622 were sellers (497 trimmed + 125 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: 35 of 1621 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 1,623 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 Q1 hedge fund 13F filings?

As of today, MUB has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), MUB has gained +1.1% vs +15.9% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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