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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$1K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$467M
2
Franklin Resources
Franklin Resources
California
+$182M
3
OWM
Orgel Wealth Management
Wisconsin
+$122M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$356M
2
AWA
Arete Wealth Advisors
Illinois
-$159M
3
Cerity Partners
Cerity Partners
New York
-$42.1M
4
WL
WIT LLC
District of Columbia
-$37.4M
5
TF
TIAA FSB
Florida
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
251
Joel Isaacson & Co
New York
$2.84M +$2.84M +27,218 New
FHB
252
First Hawaiian Bank
Hawaii
$2.84M – – –
DI
253
DFPG Investments
Utah
$2.8M +$2.8M +26,767 New
PI
254
PFS Investments
Georgia
$2.76M -$2.17M -20,843 -44%
FPCP
255
Fort Point Capital Partners
California
$2.73M +$67.8K +650 +3%
NW
256
NewEdge Wealth
Pennsylvania
$2.71M -$1.67K -16 -0.1%
KL
257
KWMG LLC
Kansas
$2.7M +$142K +1,359 +6%
DAS
258
Dynamic Advisor Solutions
Arizona
$2.68M +$918K +8,801 +52%
PG
259
Patten Group
Tennessee
$2.63M +$176K +1,692 +7%
DBT
260
Dubuque Bank & Trust
Iowa
$2.59M +$1.33M +12,717 +105%
MCM
261
Mattern Capital Management
Colorado
$2.51M +$190K +1,820 +8%
HCM
262
Highview Capital Management
Illinois
$2.5M +$1.37M +13,115 +121%
PPWP
263
Proquility Private Wealth Partners
Nevada
$2.49M +$2.49M +23,896 New
MCA
264
Maryland Capital Advisors
Maryland
$2.49M -$4.84M -46,449 -66%
WWM
265
WJ Wealth Management
Arizona
$2.48M +$996K +9,554 +67%
MIA
266
MainStreet Investment Advisors
Illinois
$2.48M +$498K +4,775 +25%
SQA
267
Simon Quick Advisors
New Jersey
$2.48M -$809K -7,761 -25%
SPC
268
Sigma Planning Corp
Michigan
$2.46M +$187K +1,798 +8%
OFG
269
Omega Financial Group
California
$2.37M -$142K -1,364 -6%
CFGS
270
Concourse Financial Group Securities
Alabama
$2.36M +$149K +1,430 +7%
NGA
271
Naples Global Advisors
Florida
$2.35M -$38.6K -370 -2%
WA
272
Wealth Architects
California
$2.34M +$1.65M +15,840 +240%
HCC
273
Hirtle Callaghan & Co
Pennsylvania
$2.29M -$377K -3,620 -14%
NWM
274
Northwest Wealth Management
Iowa
$2.29M -$128K -1,227 -5%
UA
275
Unison Advisors
District of Columbia
$2.28M +$2.28M +21,892 New
9 10
11
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