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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.7M
2
TF
TIAA FSB
Florida
+$29.8M
3
BlackRock
BlackRock
New York
+$26.1M
4
Jane Street
Jane Street
New York
+$25.5M
5
Morgan Stanley
Morgan Stanley
New York
+$21.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$65.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$9.91M
4
US Bancorp
US Bancorp
Minnesota
-$8.16M
5
WWM
Windsor Wealth Management
Indiana
-$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
251
Arkfeld Wealth Strategies
Nebraska
$803K +$372K +3,450 +86%
MWM
252
McNaughton Wealth Management
California
$801K +$194K +1,796 +32%
BUB
253
BBVA USA Bancshares
Texas
$795K +$153K +1,419 +24%
BF
254
BOK Financial
Oklahoma
$791K +$422K +3,911 +114%
NWA
255
New World Advisors
Massachusetts
$782K -$874K -8,099 -53%
SWA
256
Stratos Wealth Advisors
Ohio
$771K -$137K -1,271 -15%
TPCW
257
TD Private Client Wealth
New York
$758K +$747K +6,925 +6,723%
PWM
258
Perigon Wealth Management
California
$756K +$530K +4,910 +234%
CFS
259
Cannon Financial Strategists
Georgia
$751K +$751K +6,966 New
DI
260
Disciplined Investments
Oklahoma
$748K +$9.48K +88 +1%
HNB
261
Huntington National Bank
Ohio
$746K -$804K – –
TFA
262
Teamwork Financial Advisors
Texas
$743K -$47K -436 -6%
FC
263
FCA Corp
Texas
$743K -$28K -260 -4%
SCG
264
Sonata Capital Group
Washington
$732K +$108K +1,000 +17%
AP
265
Advisor Partners
California
$719K +$719K +6,672 New
OPWM
266
Oakwell Private Wealth Management
Texas
$718K +$74K +686 +11%
DIA
267
Dean Investment Associates
Ohio
$717K – – –
CWS
268
Cypress Wealth Services
California
$710K +$99.6K +924 +16%
AIP
269
Ameritas Investment Partners
Nebraska
$708K +$21.1K +196 +3%
RFC
270
Regions Financial Corp
Alabama
$708K +$254K +2,355 +56%
AP
271
Advisors Preferred
Maryland
$703K -$382K -3,550 -35%
OAM
272
Occidental Asset Management
California
$700K +$266K +2,466 +61%
AA
273
Ancora Advisors
Ohio
$691K +$34K +315 +5%
KWM
274
Kingsview Wealth Management
Oregon
$658K -$3.23K -30 -0.5%
PFO
275
Pathstone Family Office
New Jersey
$658K – – –
9 10
11
12 13