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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$76.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$420M
3
Jane Street
Jane Street
New York
$51M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
5
Creative Planning
Creative Planning
Kansas
$140M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$711M
2
WL
WIT LLC
District of Columbia
$281M
3
PFO
Pathstone Family Office
New Jersey
$1.35M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.03B
5
UBS Group
UBS Group
Switzerland
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
251
StrategIQ Financial Group
Indiana
$2.5M +$432K +4,130 +21%
DBT
252
Dubuque Bank & Trust
Iowa
$2.48M -$120K -1,148 -5%
GGS
253
Galvin Gaustad & Stein
Arizona
$2.47M -$445K -4,247 -15%
AR
254
Apeiron RIA
Texas
$2.46M +$1.03M +9,846 +72%
CS
255
Comerica Securities
Michigan
$2.46M -$755K -7,217 -23%
MCA
256
Maryland Capital Advisors
Maryland
$2.46M -$40.1K -383 -2%
RW
257
Rede Wealth
Virginia
$2.42M +$417K +3,988 +21%
DPI
258
Diversified Portfolios Inc
Michigan
$2.4M +$333K +3,185 +16%
WS
259
Wedbush Securities
California
$2.39M +$391K +3,733 +20%
JWS
260
Juncture Wealth Strategies
Arizona
$2.38M +$250K +2,386 +12%
SPC
261
Sigma Planning Corp
Michigan
$2.33M -$137K -1,304 -6%
HCC
262
Hirtle Callaghan & Co
Pennsylvania
$2.3M +$942 +9 +0%
SI
263
Stephens Inc
Arkansas
$2.3M +$151K +1,440 +7%
UA
264
Unison Advisors
District of Columbia
$2.29M +$314 +3 +0%
LWM
265
LJI Wealth Management
Indiana
$2.28M -$702K -6,708 -24%
NGA
266
Naples Global Advisors
Florida
$2.27M -$91.1K -870 -4%
FAT
267
First American Trust
California
$2.25M +$17K +162 +0.8%
DC
268
Davenport & Co
Virginia
$2.25M +$50.8K +485 +2%
MG
269
Mather Group
Illinois
$2.25M -$622K -5,943 -22%
RA
270
RFG Advisory
Alabama
$2.21M +$78.4K +749 +4%
FNWM
271
Financial Network Wealth Management
Utah
$2.21M – – –
KPWS
272
Kestra Private Wealth Services
Texas
$2.19M +$681K +6,509 +45%
HP
273
Hilltop Partners
Indiana
$2.18M -$1.56M -14,948 -42%
CFD
274
Creative Financial Designs
Indiana
$2.18M -$831K -7,934 -28%
1IA
275
1620 Investment Advisors
Massachusetts
$2.17M +$318K +3,038 +17%
9 10
11
12 13