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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
+$126K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86.4M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$63.2M
3
Morgan Stanley
Morgan Stanley
New York
+$47.2M
4
EAM
Eagle Asset Management
Florida
+$45.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.8M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$23.4M
2
UBS Group
UBS Group
Switzerland
-$21.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$19.7M
4
MMA
Miracle Mile Advisors
California
-$16.3M
5
Jane Street
Jane Street
New York
-$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
226
United Services Automobile Association
Texas
$1.61M +$2.68K +25 +0.2%
FNT
227
First National Trust
Pennsylvania
$1.56M +$1.22M +11,371 +364%
WA
228
Winfield Associates
Ohio
$1.51M -$142K -1,325 -9%
VCM
229
Virtue Capital Management
Tennessee
$1.51M +$516K +4,805 +52%
WP
230
WealthShield Partners
North Carolina
$1.5M -$326K -3,041 -18%
AIM
231
Alhambra Investment Management
Florida
$1.49M +$362K +3,373 +32%
ML
232
Mayport LLC
Massachusetts
$1.47M +$1.47M +13,727 New
PSUF
233
People's United Financial
Connecticut
$1.46M +$35.5K +331 +2%
CS
234
Comerica Securities
Michigan
$1.45M +$615K +5,731 +73%
MFA
235
Mayflower Financial Advisors
Massachusetts
$1.44M +$253K +2,356 +21%
TB
236
Treynor Bancshares
Iowa
$1.44M +$1.44M +13,425 New
SAM
237
SP Asset Management
California
$1.43M +$742 +7 +0.1%
AWS
238
Arkfeld Wealth Strategies
Nebraska
$1.42M +$527K +4,935 +59%
FFA
239
Fragasso Financial Advisors
Pennsylvania
$1.41M -$48.5K -452 -3%
CPP
240
Capasso Planning Partners
South Carolina
$1.4M +$1.4M +13,074 New
NWM
241
NEIRG Wealth Management
Massachusetts
$1.39M +$1.39M +12,971 New
JWS
242
Juncture Wealth Strategies
Arizona
$1.39M +$85.9K +800 +7%
VA
243
Valmark Advisers
Ohio
$1.37M +$189K +1,760 +16%
CFA
244
Carroll Financial Associates
North Carolina
$1.33M +$1.2M +11,206 +953%
BCM
245
Boltwood Capital Management
California
$1.32M +$494K +4,600 +60%
Financial Engines Advisors
246
Financial Engines Advisors
California
$1.32M +$40.9K +381 +3%
AAS
247
Avantax Advisory Services
Texas
$1.32M +$758K +7,065 +136%
SPC
248
Sigma Planning Corp
Michigan
$1.29M +$345K +3,217 +37%
CPW
249
Catalyst Private Wealth
California
$1.27M +$42.9K +400 +4%
EWA
250
EP Wealth Advisors
California
$1.27M +$261K +2,431 +26%
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