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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
+$126K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86.4M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$63.2M
3
Morgan Stanley
Morgan Stanley
New York
+$47.2M
4
EAM
Eagle Asset Management
Florida
+$45.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.8M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$23.4M
2
UBS Group
UBS Group
Switzerland
-$21.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$19.7M
4
MMA
Miracle Mile Advisors
California
-$16.3M
5
Jane Street
Jane Street
New York
-$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
276
Vaughan Nelson Investment Management
Texas
$1.05M +$99.3K +925 +10%
MWP
277
Madison Wealth Partners
Wisconsin
$1.02M +$47.2K +439 +5%
VWM
278
Venturi Wealth Management
Texas
$1.02M +$83.7K +779 +9%
AIA
279
Armor Investment Advisors
North Carolina
$1.02M -$113K -1,049 -10%
WLIM
280
White Lighthouse Investment Management
Massachusetts
$1.02M – – –
CA
281
Calton & Associates
Florida
$1.02M +$3.22K +30 +0.3%
CWM
282
Cordatus Wealth Management
Pennsylvania
$1.01M +$1.01M +9,442 New
TIAM2
283
Tru Independence Asset Management 2
Oregon
$999K +$999K +9,300 New
AFG
284
Allegheny Financial Group
Pennsylvania
$996K +$318K +2,964 +47%
AP
285
Advisors Preferred
Maryland
$981K +$164K +1,530 +20%
EFS
286
Econ Financial Services
Pennsylvania
$980K +$980K +9,130 New
KAS
287
Kestra Advisory Services
Texas
$978K -$67.4K -628 -6%
PFO
288
Pathstone Family Office
New Jersey
$973K – – –
EFA
289
Evernest Financial Advisors
Indiana
$971K +$971K +9,255 New
PA
290
PFG Advisors
Arizona
$969K +$231K +2,147 +31%
CWM
291
Cornerstone Wealth Management
Missouri
$961K -$5.39K -50 -0.6%
UB
292
UMB Bank
Missouri
$927K +$927K +8,633 New
AR
293
Apeiron RIA
Texas
$920K +$920K +8,568 New
AWM
294
Avitas Wealth Management
California
$919K +$21.7K +202 +2%
RWB
295
RMR Wealth Builders
New Jersey
$919K +$919K +8,557 New
BWM
296
BCGM Wealth Management
Indiana
$916K +$3.76K +35 +0.4%
SL
297
SWMG LLC
Texas
$905K -$15.9K -148 -2%
LWP
298
Lumature Wealth Partners
Georgia
$898K -$1.28M -11,938 -59%
AWA
299
Archvest Wealth Advisors
California
$896K +$896K +8,342 New
Betterment LLC
300
Betterment LLC
New York
$880K -$273K -2,544 -24%
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