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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$308M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$264M
3
Morgan Stanley
Morgan Stanley
New York
$253M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$54.3M
5
Mariner
Mariner
Kansas
$53.6M

Top Sellers

1
Jane Street
Jane Street
New York
$15.8M
2
US Bancorp
US Bancorp
Minnesota
$78.8M
3
KFS
Kelly Financial Services
Massachusetts
$155K
4
SPP
Single Point Partners
Massachusetts
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
251
Leo Brokerage
Texas
$951K +$1.61K +15 +0.2%
VNIM
252
Vaughan Nelson Investment Management
Texas
$949K -$32.3K -300 -3%
GPA
253
Guidance Point Advisors
Massachusetts
$947K +$48.2K +448 +5%
VWM
254
Venturi Wealth Management
Texas
$942K +$223K +2,070 +31%
SPC
255
Sigma Planning Corp
Michigan
$942K +$375K +3,491 +66%
SL
256
SWMG LLC
Texas
$923K +$341K +3,169 +59%
BWM
257
BCGM Wealth Management
Indiana
$913K -$15.7K -146 -2%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$904K +$255K +2,372 +39%
CGFA
259
Colton Groome Financial Advisors
North Carolina
$904K +$904K +8,400 New
HCA
260
Harbour Capital Advisors
Virginia
$902K +$902K +8,385 New
AWM
261
Avitas Wealth Management
California
$899K +$36.5K +339 +4%
AWS
262
Arkfeld Wealth Strategies
Nebraska
$897K -$258K -2,400 -22%
TJHA
263
Thomas J. Herzfeld Advisors
Florida
$889K +$889K +8,266 New
WT
264
Whittier Trust
California
$887K – – –
EM
265
Excalibur Management
Massachusetts
$876K +$222K +2,060 +34%
SCA
266
Stillwater Capital Advisors
Pennsylvania
$858K -$149K -1,390 -15%
MWM
267
McNaughton Wealth Management
California
$850K +$32.4K +301 +4%
CS
268
Comerica Securities
Michigan
$841K +$30.9K +287 +4%
LW
269
Linscomb Wealth
Texas
$838K +$135K +1,252 +19%
OAM
270
Occidental Asset Management
California
$837K +$225K +2,088 +37%
BCM
271
Boltwood Capital Management
California
$831K +$253K +2,350 +44%
DI
272
Disciplined Investments
Oklahoma
$828K +$15.9K +148 +2%
SCA
273
Snowden Capital Advisors
New York
$827K +$34.1K +317 +4%
AP
274
Advisors Preferred
Maryland
$818K -$81.7K -760 -9%
TFA
275
Teamwork Financial Advisors
Texas
$818K +$105K +979 +15%
9 10
11
12 13