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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$62.7M
2
Bank of America
Bank of America
North Carolina
+$45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.3M
4
US Bancorp
US Bancorp
Minnesota
+$18.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$38.2M
2
AssetMark Inc
AssetMark Inc
California
-$21M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$13.4M
4
Jane Street
Jane Street
New York
-$8.81M
5
WCM
Windham Capital Management
Massachusetts
-$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
276
Girard Partners
Pennsylvania
$407K -$47.6K -441 -10%
BF
277
BOK Financial
Oklahoma
$395K -$37K -342 -9%
PWP
278
Personal Wealth Partners
Minnesota
$395K – – –
RFC
279
Regions Financial Corp
Alabama
$393K -$4.11K -38 -1%
UR
280
USCA RIA
Texas
$389K -$40.5K -375 -9%
DCM
281
Dimension Capital Management
Florida
$388K – – –
SWP
282
Strategic Wealth Partners
Ohio
$381K +$4.87K +45 +1%
WCF
283
West Coast Financial
California
$379K -$418K -3,863 -52%
GPA
284
Guidance Point Advisors
Massachusetts
$378K -$381K -3,525 -50%
BPB
285
Badgley, Phelps & Bell
Washington
$378K -$162K -1,500 -30%
DWM
286
Darwin Wealth Management
Florida
$376K +$1.19K +11 +0.3%
SS
287
Simplicity Solutions
Minnesota
$376K +$376K +3,478 New
PS
288
Portfolio Solutions
Michigan
$373K +$142K +1,312 +61%
BFA
289
Beacon Financial Advisory
Ohio
$369K +$140K +1,303 +61%
EIA
290
Eldridge Investment Advisors
New Hampshire
$368K – – –
VFA
291
Voya Financial Advisors
Connecticut
$367K +$367K +3,393 New
FVWA
292
Foster Victor Wealth Advisors
South Carolina
$366K +$366K +3,383 New
Citigroup
293
Citigroup
New York
$364K +$281K +2,595 +336%
YIA
294
YHB Investment Advisors
Connecticut
$363K +$363K +3,360 New
TNBTD
295
Trustmark National Bank Trust Department
Mississippi
$360K -$4.21K -39 -1%
BWM
296
BCS Wealth Management
Tennessee
$354K – – –
BCM
297
Boltwood Capital Management
California
$354K +$540 +5 +0.2%
JWCA
298
J.W. Cole Advisors
Florida
$343K +$343K +3,174 New
WC
299
Whitney & Co
New York
$341K +$100K +927 +42%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$337K +$324 +3 +0.1%
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12
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