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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$65.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$503M
4
Creative Planning
Creative Planning
Kansas
$198M
5
TI
Truepoint Inc
Ohio
$27.8M

Top Sellers

1
Jane Street
Jane Street
New York
$25M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$833M
3
GC
Grimes & Company
Massachusetts
$1.2M
4
SHGA
Sand Hill Global Advisors
California
$1.74M
5
Bank of America
Bank of America
North Carolina
$632M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
251
Creative Financial Designs
Indiana
$2.42M +$59.5K +578 +3%
LWM
252
LJI Wealth Management
Indiana
$2.41M -$15.1K -147 -0.6%
WFAG
253
Wescott Financial Advisory Group
Pennsylvania
$2.4M -$1.66M -16,125 -41%
BW
254
BIP Wealth
Georgia
$2.39M -$118K -1,152 -5%
AR
255
Apeiron RIA
Texas
$2.38M +$2.06K +20 +0.1%
JWS
256
Juncture Wealth Strategies
Arizona
$2.38M -$98.3K -956 -4%
RA
257
RFG Advisory
Alabama
$2.37M -$5.66K -55 -0.2%
JIC
258
Joel Isaacson & Co
New York
$2.37M -$173K -1,681 -7%
GA
259
Greenspring Advisors
Maryland
$2.33M -$199K -1,935 -8%
NGA
260
Naples Global Advisors
Florida
$2.32M +$158K +1,540 +7%
MHR
261
Matthew Hamilton Rosenberg
$2.32M +$873K +8,487 +60%
MCA
262
Maryland Capital Advisors
Maryland
$2.27M – – –
UA
263
Unison Advisors
District of Columbia
$2.25M +$309 +3 +0%
IPW
264
Intergy Private Wealth
Colorado
$2.25M +$65.8K +640 +3%
OIA
265
OneDigital Investment Advisors
Kansas
$2.23M -$40.3K -392 -2%
DBT
266
Dubuque Bank & Trust
Iowa
$2.23M -$260K -2,532 -10%
Lazard Asset Management
267
Lazard Asset Management
New York
$2.22M -$1.4M – –
CS
268
Comerica Securities
Michigan
$2.22M -$39.5K -384 -2%
RW
269
Rede Wealth
Virginia
$2.21M -$1.13K -11 -0.1%
AGA
270
Arkos Global Advisors
Texas
$2.2M -$1.06M -10,338 -33%
CFGF
271
Compass Financial Group (Florida)
Florida
$2.19M +$105K +1,020 +5%
FNWM
272
Financial Network Wealth Management
Utah
$2.16M -$13K -126 -0.6%
AAS
273
Ameritas Advisory Services
Nebraska
$2.15M +$2.15M +20,897 New
RL
274
Rogco LP
Oklahoma
$2.14M +$2.14M +20,850 New
CAM
275
Cresset Asset Management
Illinois
$2.11M -$7.88M -76,568 -79%
9 10
11
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