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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.42B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$269M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$413M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$88.7M
5
US Bancorp
US Bancorp
Minnesota
$104M

Top Sellers

1
Jane Street
Jane Street
New York
$289K
2
EAM
Eagle Asset Management
Florida
$0
3
Ameriprise
Ameriprise
Minnesota
$49.2M
4
EVM
Eaton Vance Management
Massachusetts
$1.55M
5
BPA
Beacon Pointe Advisors
California
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$2.04M +$668K +6,389 +49%
BSA
252
Bull Street Advisors
Georgia
$2.03M – – –
SPC
253
Sigma Planning Corp
Michigan
$2.03M +$211K +2,014 +12%
RWP
254
RWA Wealth Partners
Massachusetts
$2.03M +$2.03M +19,361 New
FAT
255
First American Trust
California
$2M +$1.21M +11,588 +154%
ML
256
McAdam LLC
Pennsylvania
$1.99M -$184K -1,762 -8%
MIA
257
MainStreet Investment Advisors
Illinois
$1.99M -$9.73K -93 -0.5%
MCWS
258
McKinley Carter Wealth Services
West Virginia
$1.96M -$1.75M -16,709 -47%
WPC
259
Wedmont Private Capital
Pennsylvania
$1.94M +$1.94M +18,563 New
SFG
260
Sunburst Financial Group
Alabama
$1.92M +$1.92M +18,381 New
BCM
261
Boltwood Capital Management
California
$1.9M +$509K +4,860 +37%
ERIC
262
Eagle Rock Investment Company
Georgia
$1.9M -$3.73M -35,590 -66%
VPIM
263
Vanguard Personalized Indexing Management
California
$1.86M +$1.86M +17,743 New
GSWM
264
Greenup Street Wealth Management
Michigan
$1.83M +$240K +2,298 +15%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$1.8M +$332K +3,168 +23%
LPT
266
Legacy Private Trust
Wisconsin
$1.79M – – –
NAM
267
NorthCrest Asset Manangement
Minnesota
$1.76M +$1.76M +16,804 New
WC
268
Wealth CMT
New Jersey
$1.76M +$571K +5,454 +48%
TPCW
269
TD Private Client Wealth
New York
$1.73M -$279K -2,668 -14%
MCM
270
Mattern Capital Management
Colorado
$1.72M +$1.72M +16,420 New
AFG
271
Allegheny Financial Group
Pennsylvania
$1.71M +$495K +4,726 +41%
MWM
272
McNaughton Wealth Management
California
$1.7M +$2.83K +27 +0.2%
VA
273
Valmark Advisers
Ohio
$1.69M -$286K -2,732 -14%
CIA
274
Capital Investment Advisors
Georgia
$1.69M -$119K -1,140 -7%
GIM
275
Greenwich Investment Management
Connecticut
$1.67M -$252K -2,409 -13%
9 10
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