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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$63.7M
2
Bank of America
Bank of America
North Carolina
+$26.9M
3
EVM
Eaton Vance Management
Massachusetts
+$19.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$87.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.4M
3
Morgan Stanley
Morgan Stanley
New York
-$25.3M
4
1CP
1607 Capital Partners
Virginia
-$11.8M
5
CCFM
Clear Creek Financial Management
Washington
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
251
Pathstone Family Office
New Jersey
$659K – – –
AA
252
Ancora Advisors
Ohio
$658K +$100K +926 +18%
PSUF
253
People's United Financial
Connecticut
$648K +$82.8K +766 +15%
AFC
254
AFT Forsyth & Company
Florida
$646K -$211K -1,950 -25%
OPWM
255
Oakwell Private Wealth Management
Texas
$645K +$645K +5,970 New
BUB
256
BBVA USA Bancshares
Texas
$644K +$78.1K +722 +14%
Lido Advisors
257
Lido Advisors
California
$629K +$629K +5,826 New
SCG
258
Sonata Capital Group
Washington
$625K -$135K -1,250 -18%
HPWM
259
Highland Private Wealth Management
Washington
$625K +$7.36K +68 +1%
CISOA
260
Capital Investment Services of America
Wisconsin
$622K – – –
CA
261
Cornerstone Advisory
Maryland
$618K +$618K +5,715 New
CWA
262
Capital Wealth Alliance
Arizona
$613K +$33.5K +310 +6%
LPT
263
Legacy Private Trust
Wisconsin
$612K +$7.67K +71 +1%
SIC
264
Sigma Investment Counselors
Michigan
$612K +$23.2K +215 +4%
CWS
265
Cypress Wealth Services
California
$612K +$612K +5,664 New
CS
266
Comerica Securities
Michigan
$611K -$24.4K -226 -4%
MWM
267
McNaughton Wealth Management
California
$609K – – –
First Trust Advisors
268
First Trust Advisors
Illinois
$596K -$18.5K -171 -3%
FCA
269
FLC Capital Advisors
California
$589K -$10.5K -97 -2%
PWM
270
PBMares Wealth Management
Virginia
$586K -$68.8K -637 -11%
LA
271
LexAurum Advisors
Kansas
$582K +$582K +5,382 New
WCF
272
West Coast Financial
California
$578K +$199K +1,837 +52%
RTC
273
Riverview Trust Company
Washington
$568K -$23.7K -219 -4%
HFA
274
Hoover Financial Advisors
Pennsylvania
$566K – – –
CL
275
CPWM LLC
Washington
$561K +$1.95K +18 +0.3%
9 10
11
12 13