SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$332M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$703M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$478M
4
Creative Planning
4
Creative Planning
Kansas
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$377M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.8M
2
EWA
2
EP Wealth Advisors
California
$5.89M
3
OWM
3
Orgel Wealth Management
Wisconsin
$4.47M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$948M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
251
First American Trust
California
$2.45M +$213K +2,050 +10%
LWM
252
LJI Wealth Management
Indiana
$2.45M +$184K +1,764 +8%
AR
253
Apeiron RIA
Texas
$2.41M -$35.3K -339 -1%
RA
254
RFG Advisory
Alabama
$2.4M +$205K +1,971 +9%
CFD
255
Creative Financial Designs
Indiana
$2.39M +$225K +2,165 +10%
SFS
256
Sowell Financial Services
Arkansas
$2.37M +$1.59M +15,273 +203%
WS
257
Wedbush Securities
California
$2.37M -$4.47K -43 -0.2%
OIA
258
OneDigital Investment Advisors
Kansas
$2.3M -$679K -6,530 -23%
MCA
259
Maryland Capital Advisors
Maryland
$2.29M -$148K -1,423 -6%
CS
260
Comerica Securities
Michigan
$2.29M -$157K -1,505 -6%
UA
261
Unison Advisors
District of Columbia
$2.28M +$208 +2 +0%
SFG
262
StrategIQ Financial Group
Indiana
$2.26M -$229K -2,200 -9%
VCM
263
Vivaldi Capital Management
Illinois
$2.24M -$253K -2,428 -10%
FLA
264
Financial Life Advisors
Texas
$2.24M +$908K +8,727 +68%
RW
265
Rede Wealth
Virginia
$2.23M -$170K -1,631 -7%
FANJ
266
Financial Architects (New Jersey)
New Jersey
$2.23M -$970K -9,328 -30%
IPW
267
Intergy Private Wealth
Colorado
$2.21M +$165K +1,589 +8%
1IA
268
1620 Investment Advisors
Massachusetts
$2.2M +$48.1K +462 +2%
FNWM
269
Financial Network Wealth Management
Utah
$2.19M – – –
NGA
270
Naples Global Advisors
Florida
$2.19M -$62.4K -600 -3%
AAS
271
Avantax Advisory Services
Texas
$2.19M -$2.26M -21,710 -51%
MA
272
Montag & Associates
Georgia
$2.12M +$1.19M +11,476 +129%
CFGF
273
Compass Financial Group (Florida)
Florida
$2.11M -$10.6K -102 -0.5%
EWA
274
EverSource Wealth Advisors
Alabama
$2.09M +$326K +3,136 +18%
AWS
275
AJ Wealth Strategies
New York
$2.08M – – –
9 10
11
12 13