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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.7M
2
TF
TIAA FSB
Florida
+$29.8M
3
BlackRock
BlackRock
New York
+$26.1M
4
Jane Street
Jane Street
New York
+$25.5M
5
Morgan Stanley
Morgan Stanley
New York
+$21.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$65.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$9.91M
4
US Bancorp
US Bancorp
Minnesota
-$8.16M
5
WWM
Windsor Wealth Management
Indiana
-$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
276
Provident Investment Management
Michigan
$652K +$248K +2,300 +61%
MA
277
Mutual Advisors
Nebraska
$648K -$113K -1,050 -15%
HPWM
278
Highland Private Wealth Management
Washington
$648K +$25.4K +236 +4%
AFC
279
AFT Forsyth & Company
Florida
$645K – – –
FCA
280
FLC Capital Advisors
California
$643K +$55.7K +517 +9%
CS
281
Comerica Securities
Michigan
$637K +$27.6K +256 +5%
WANY
282
Wealthspire Advisors (New York)
New York
$635K +$307K +2,853 +94%
GAM
283
Gould Asset Management
California
$629K +$76.5K +710 +14%
WP
284
WealthShield Partners
North Carolina
$628K -$142K -1,313 -18%
CM
285
Columbus Macro
Pennsylvania
$623K -$2.05M -18,984 -77%
CISOA
286
Capital Investment Services of America
Wisconsin
$620K – – –
JCM
287
Jacobsen Capital Management
Utah
$615K +$615K +5,700 New
LPT
288
Legacy Private Trust
Wisconsin
$611K – – –
SIC
289
Sigma Investment Counselors
Michigan
$611K – – –
PCMC
290
Private Capital Management (Colorado)
Colorado
$601K +$601K +5,578 New
VWM
291
Venturi Wealth Management
Texas
$596K +$395K +3,666 +197%
CAG
292
Crestwood Advisors Group
Massachusetts
$593K -$151K -1,400 -20%
SIM
293
Stratos Investment Management
Ohio
$587K -$230K -2,134 -28%
CWM
294
Cornerstone Wealth Management
Missouri
$585K +$248K +2,299 +74%
SWP
295
Strategic Wealth Partners
Ohio
$580K +$99.8K +925 +21%
CRCM
296
Corbett Road Capital Management
Virginia
$570K -$329K -3,052 -37%
RTC
297
Riverview Trust Company
Washington
$567K – – –
GI
298
Gradient Investments
Minnesota
$564K +$59.2K +549 +12%
PWM
299
PBMares Wealth Management
Virginia
$562K -$22.5K -209 -4%
CL
300
CPWM LLC
Washington
$561K +$863 +8 +0.2%
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