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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.42B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$269M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$413M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$88.7M
5
US Bancorp
US Bancorp
Minnesota
$104M

Top Sellers

1
Jane Street
Jane Street
New York
$289K
2
EAM
Eagle Asset Management
Florida
$0
3
Ameriprise
Ameriprise
Minnesota
$49.2M
4
EVM
Eaton Vance Management
Massachusetts
$1.55M
5
BPA
Beacon Pointe Advisors
California
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
226
KWMG LLC
Kansas
$2.53M -$465K -4,440 -16%
CPP
227
Capasso Planning Partners
South Carolina
$2.51M +$488K +4,666 +24%
Financial Engines Advisors
228
Financial Engines Advisors
California
$2.5M +$1.35M +12,897 +117%
SC
229
Slow Capital
California
$2.49M -$391K -3,732 -14%
PWA
230
Pillar Wealth Advisors
Pennsylvania
$2.46M – – –
WFAG
231
Wescott Financial Advisory Group
Pennsylvania
$2.44M +$1.54M +14,670 +170%
AP
232
Advisor Partners
California
$2.44M +$665K +6,353 +38%
HS
233
Horan Securities
United States
$2.43M +$2.06M +19,647 +555%
MFA
234
Mayflower Financial Advisors
Massachusetts
$2.38M +$844K +8,065 +55%
WAG
235
Winthrop Advisory Group
Massachusetts
$2.36M +$105K +1,000 +5%
FA
236
FC Advisory
Pennsylvania
$2.34M +$2.34M +22,318 New
DWM
237
Dakota Wealth Management
Florida
$2.34M -$239K -2,287 -9%
EWM
238
Elmwood Wealth Management
California
$2.31M -$272K -2,600 -11%
AHC
239
Adell Harriman & Carpenter
Texas
$2.27M -$219K -2,090 -9%
ZF
240
Zhang Financial
Michigan
$2.24M +$2.01M +19,213 +878%
PG
241
Patten Group
Tennessee
$2.24M -$203K -1,934 -8%
AssetMark Inc
242
AssetMark Inc
California
$2.23M +$2.06M +19,721 +1,284%
AAS
243
Annex Advisory Services
Wisconsin
$2.18M +$738K +7,051 +51%
AWS
244
Arkfeld Wealth Strategies
Nebraska
$2.17M +$204K +1,950 +10%
CCG
245
Cypress Capital Group
Florida
$2.17M -$1.26M -12,040 -37%
FCA
246
FLC Capital Advisors
California
$2.15M -$14.5K -139 -0.7%
NL
247
NWAM LLC
Washington
$2.15M +$1.63M +15,564 +316%
SWA
248
Safir Wealth Advisors
New Hampshire
$2.12M -$478K -4,569 -18%
RTS
249
Round Table Services
New Jersey
$2.12M +$2.12M +20,236 New
Brown Advisory
250
Brown Advisory
Maryland
$2.11M +$2.11M +20,200 New
8 9
10
11 12