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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.7M
2
TF
TIAA FSB
Florida
+$29.8M
3
BlackRock
BlackRock
New York
+$26.1M
4
Jane Street
Jane Street
New York
+$25.5M
5
Morgan Stanley
Morgan Stanley
New York
+$21.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$65.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$9.91M
4
US Bancorp
US Bancorp
Minnesota
-$8.16M
5
WWM
Windsor Wealth Management
Indiana
-$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSG
226
Financial Strategies Group
Michigan
$1.05M -$623K -5,777 -37%
FTUS
227
Flow Traders U.S.
New York
$1.05M +$1.05M +9,707 New
IA
228
IFG Advisory
Georgia
$1.04M +$52.1K +483 +5%
PSUF
229
People's United Financial
Connecticut
$1.04M +$388K +3,602 +60%
WLIM
230
White Lighthouse Investment Management
Massachusetts
$1.02M – – –
SCA
231
Stillwater Capital Advisors
Pennsylvania
$1.01M – – –
CPW
232
Catalyst Private Wealth
California
$992K +$37.7K +350 +4%
LB
233
Leo Brokerage
Texas
$982K +$982K +9,109 New
AWM
234
Avitas Wealth Management
California
$962K -$605K -5,607 -39%
FWP
235
FAS Wealth Partners
Kansas
$962K +$68.1K +632 +8%
WT
236
Whittier Trust
California
$947K -$9.71K -90 -1%
MA
237
Montag & Associates
Georgia
$939K -$15K -139 -2%
BWM
238
BCGM Wealth Management
Indiana
$937K -$3.67K -34 -0.4%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$921K -$263K -2,435 -22%
JWS
240
Juncture Wealth Strategies
Arizona
$919K +$110K +1,017 +14%
GIA
241
Gladstone Institutional Advisory
Florida
$914K +$914K +8,473 New
IC
242
Inscription Capital
Texas
$912K -$22.5K -209 -2%
GPA
243
Guidance Point Advisors
Massachusetts
$896K +$154K +1,428 +21%
SL
244
SWMG LLC
Texas
$884K +$78.3K +726 +10%
CA
245
Calton & Associates
Florida
$883K +$46.3K +429 +6%
IWMA
246
Ironwood Wealth Management (Arizona)
Arizona
$880K +$5.82K +54 +0.7%
SFS
247
Sowell Financial Services
Arkansas
$846K -$42.9K -398 -5%
APA
248
American Portfolios Advisors
New York
$832K +$92K +853 +12%
WPC
249
White Pine Capital
Minnesota
$827K -$135K -1,249 -14%
SAF
250
Smith Anglin Financial
Texas
$817K -$912K -8,453 -53%
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