Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (MUB)

1K + 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
↑ +68
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — MUB

Based on 1485 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,485 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 — +6% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

904 buying530 selling
Last quarter: 904 funds were net buyers (180 opened a brand new position + 724 added to an existing one). Only 530 were sellers (418 trimmed + 112 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+70 vs last Q)

new funds entering per quarter
Funds opening a new MUB position: 119 → 154 → 110 → 180. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 21% medium ■ 13% new
981 out of 1,485 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.
➡️

Steady discovery — ~180 new funds/quarter

166 → 119 → 154 → 110 → 180 new funds/Q
New funds entering each quarter: 119 → 154 → 110 → 180. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 1,494 current holders: 977 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
29 of 1485 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 53 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: MUB
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1494 1430 4.48%
13F Shares 333M 326M 2.07%
Total Value $38.10B $37.42B 1.8%
New Positions 180 112 +68
Increased Positions 733 625 +108
Closed Positions 114 126 -12
Reduced Positions 438 552 -114
Total Calls 6 8 -25.0%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 0.83 0.88 Neutral

Statistics: MUB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of MUB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VERUS WEALTH MANAGEMENT, LLC 12.39% 125,778 $13.4M
2 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7.55% 124,010 $13.2M
3 Orgel Wealth Management, LLC 6.12% 2,677,093 $284.2M
4 21 West Wealth Management LLC 5.66% 57,444 $6.1M
5 BCO Wealth Management LLC 5.42% 84,975 $9.0M
6 Cardinal Strategic Wealth Guidance 4.97% 177,441 $18.8M
7 Morton Brown Family Wealth, LLC 4.92% 175,355 $18.6M
8 BROWN WEALTH MANAGEMENT, LLC 4.60% 168,750 $17.9M
9 Financial Planning Fort Collins, LLC 4.40% 54,687 $5.9M
10 SOL Capital Management CO 4.37% 86,198 $9.0M
11 Sincerus Advisory, LLC 4.22% 52,415 $5.6M
12 Waterway Wealth Management, LLC 4.12% 175,740 $18.7M
13 Skyline Advisors, Inc. 4.05% 109,228 $11.6M
14 Somnio Financial Group, LLC 3.99% 57,177 $6.1M
15 Exchange Bank 3.79% 51,505 $5.5M
16 Boston Standard Wealth Management, LLC 3.69% 212,459 $22.6M
17 Retirement Investment Advisors, Inc. 3.66% 424,104 $45.4M
18 Veery Capital, LLC 3.52% 108,068 $11.5M
19 AUA CAPITAL MANAGEMENT, LLC 3.50% 64,584 $6.9M
20 Parcion Private Wealth LLC 3.46% 525,436 $55.8M
21 UNIQUE WEALTH, LLC 3.44% 234,613 $24.9M
22 WLTH Capital Management, LLC 3.42% 38,505 $4.1M
23 Gutierrez Wealth Advisory, LLC 3.40% 51,606 $5.5M
24 Alaska Wealth Advisors, LLC 3.39% 266,033 $28.2M
25 One Wealth Advisors, LLC 3.31% 250,587 $26.6M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 63% buying: Last quarter: 904 funds were net buyers (180 opened a brand new position + 724 added to an existing one). Only 530 were sellers (418 trimmed + 112 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUB holders?

Elite ownership — 42% AUM from top-100 funds: 29 of 1485 holders are among the 100 largest funds by AUM, controlling 42% 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?

66% of holders stayed for 2+ years: 981 out of 1,485 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.

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.