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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$332M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$703M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$478M
4
Creative Planning
4
Creative Planning
Kansas
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$377M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.8M
2
EWA
2
EP Wealth Advisors
California
$5.89M
3
OWM
3
Orgel Wealth Management
Wisconsin
$4.47M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$948M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
226
Chesley Taft & Associates
Illinois
$2.96M +$26K +250 +0.9%
CPA
227
Cardiff Park Advisors
California
$2.95M -$1.1M -10,610 -27%
EFM
228
Eley Financial Management
Vermont
$2.95M – – –
FFM
229
Forum Financial Management
Illinois
$2.95M -$803K -7,720 -21%
EA
230
Efficient Advisors
Ohio
$2.94M -$49K -471 -2%
PG
231
Patten Group
Tennessee
$2.92M -$14.5K -139 -0.5%
NVCHI
232
New Vernon Capital Holdings II
New Jersey
$2.89M +$2.89M +27,775 New
KPWS
233
Kestra Private Wealth Services
Texas
$2.81M +$630K +6,057 +29%
LNC
234
Lincoln National Corp
Pennsylvania
$2.79M -$3.93M -37,771 -58%
BHWM
235
Beaird Harris Wealth Management
Texas
$2.75M +$992K +9,533 +56%
OPWM
236
Oakwell Private Wealth Management
Texas
$2.74M +$133K +1,283 +5%
KL
237
KWMG LLC
Kansas
$2.73M +$53K +509 +2%
SQA
238
Simon Quick Advisors
New Jersey
$2.7M +$122K +1,175 +5%
OFG
239
Omega Financial Group
California
$2.6M -$433K -4,162 -14%
WA
240
Wealth Architects
California
$2.58M +$67.9K +653 +3%
JIC
241
Joel Isaacson & Co
New York
$2.57M -$105K -1,005 -4%
GA
242
Greenspring Advisors
Maryland
$2.56M -$1.84M -17,667 -42%
BW
243
BIP Wealth
Georgia
$2.53M -$190K -1,826 -7%
DBT
244
Dubuque Bank & Trust
Iowa
$2.52M +$52.9K +508 +2%
FHB
245
First Hawaiian Bank
Hawaii
$2.52M -$285K -2,743 -10%
GGS
246
Galvin Gaustad & Stein
Arizona
$2.51M +$51.1K +491 +2%
JWS
247
Juncture Wealth Strategies
Arizona
$2.51M +$145K +1,398 +6%
SPC
248
Sigma Planning Corp
Michigan
$2.49M +$176K +1,688 +8%
FAM
249
Forte Asset Management
New York
$2.48M -$1.33M -12,826 -35%
LPT
250
Legacy Private Trust
Wisconsin
$2.47M -$1.89M -18,141 -43%
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