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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
2
Bank of America
Bank of America
North Carolina
$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.9M
4
US Bancorp
US Bancorp
Minnesota
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
AssetMark Inc
AssetMark Inc
California
$7.57M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
Jane Street
New York
$0
5
WCM
Windham Capital Management
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
226
Ameritas Investment Partners
Nebraska
$642K +$46.7K +432 +8%
CS
227
Comerica Securities
Michigan
$635K +$202K +1,873 +47%
CAN
228
Cetera Advisor Networks
California
$629K +$17.4K +161 +3%
CISOA
229
Capital Investment Services of America
Wisconsin
$622K – – –
HPWM
230
Highland Private Wealth Management
Washington
$617K +$49.4K +457 +9%
First Trust Advisors
231
First Trust Advisors
Illinois
$614K +$324 +3 +0.1%
MWM
232
McNaughton Wealth Management
California
$609K -$60.9K -563 -9%
LPT
233
Legacy Private Trust
Wisconsin
$604K -$95.1K -880 -14%
FCA
234
FLC Capital Advisors
California
$598K +$26K +241 +5%
DWM
235
Destination Wealth Management
California
$595K +$161K +1,492 +37%
RTC
236
Riverview Trust Company
Washington
$592K -$1.8M -16,610 -75%
SIC
237
Sigma Investment Counselors
Michigan
$589K -$23.2K -215 -4%
CWA
238
Capital Wealth Alliance
Arizona
$579K +$78K +721 +16%
GAM
239
Gould Asset Management
California
$578K -$278K -2,570 -32%
HS
240
Horan Securities
United States
$571K +$108 +1 +0%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$567K +$116K +1,075 +26%
PSUF
242
People's United Financial
Connecticut
$566K -$40.1K -371 -7%
HFA
243
Hoover Financial Advisors
Pennsylvania
$566K – – –
BUB
244
BBVA USA Bancshares
Texas
$564K – – –
T
245
TRUADVICE
Florida
$561K +$561K +5,197 New
CL
246
CPWM LLC
Washington
$559K +$1.62K +15 +0.3%
AA
247
Ancora Advisors
Ohio
$558K -$450K -4,161 -45%
PG
248
Patten Group
Tennessee
$552K +$552K +5,106 New
HSWM
249
Hubbell Strickland Wealth Management
Louisiana
$541K +$973 +9 +0.2%
DIP
250
DT Investment Partners
Pennsylvania
$536K +$34.6K +320 +7%
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