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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$1K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$467M
2
Franklin Resources
Franklin Resources
California
+$182M
3
OWM
Orgel Wealth Management
Wisconsin
+$122M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$356M
2
AWA
Arete Wealth Advisors
Illinois
-$159M
3
Cerity Partners
Cerity Partners
New York
-$42.1M
4
WL
WIT LLC
District of Columbia
-$37.4M
5
TF
TIAA FSB
Florida
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
226
Rehmann Capital Advisory Group
Michigan
$3.38M +$1.75M +16,821 +108%
FPAS
227
Focus Partners Advisor Solutions
Missouri
$3.32M -$312K -2,990 -9%
FCT
228
First Community Trust
Iowa
$3.3M +$3.3M +31,635 New
Bessemer Group
229
Bessemer Group
New Jersey
$3.3M -$1.68M -16,159 -34%
WCM
230
Wunderlich Capital Managemnt
Tennessee
$3.26M +$158K +1,519 +5%
FFM
231
Forum Financial Management
Illinois
$3.26M – – –
IWMA
232
Ironwood Wealth Management (Arizona)
Arizona
$3.23M +$3.16M +30,290 +4,315%
AL
233
ADE LLC
Maryland
$3.23M +$2.91M +27,886 +908%
ECM
234
Exchange Capital Management
Michigan
$3.21M +$2.19M +21,012 +216%
CS
235
Comerica Securities
Michigan
$3.2M -$2.1M -20,129 -40%
BFA
236
Bragg Financial Advisors
North Carolina
$3.14M -$523K -5,019 -14%
PGA
237
Portland Global Advisors
Maine
$3.13M -$454K -4,355 -13%
PP
238
Prosperity Planning
Missouri
$3.13M -$3.68M – –
VA
239
Valmark Advisers
Ohio
$3.11M +$1.39M +13,353 +81%
SCM
240
SCS Capital Management
Massachusetts
$3.11M -$964K -9,245 -24%
EA
241
Efficient Advisors
Ohio
$3.05M -$73.2K -702 -2%
TPCW
242
TD Private Client Wealth
New York
$3.04M +$1.18M +11,271 +63%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$3.04M -$203K -1,946 -6%
VCM
244
Vivaldi Capital Management
Illinois
$3M -$1.28M -12,197 -30%
CFD
245
Creative Financial Designs
Indiana
$3M +$1.55M +14,902 +108%
LWM
246
LJI Wealth Management
Indiana
$2.97M +$2.97M +28,499 New
EFM
247
Eley Financial Management
Vermont
$2.96M +$2.96M +28,362 New
GGS
248
Galvin Gaustad & Stein
Arizona
$2.91M -$102K -979 -3%
MG
249
Mather Group
Illinois
$2.86M +$128K +1,229 +5%
SWM
250
Spire Wealth Management
Virginia
$2.86M -$249K -2,385 -8%
8 9
10
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