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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$1K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$467M
2
Franklin Resources
Franklin Resources
California
+$182M
3
OWM
Orgel Wealth Management
Wisconsin
+$122M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$356M
2
AWA
Arete Wealth Advisors
Illinois
-$159M
3
Cerity Partners
Cerity Partners
New York
-$42.1M
4
WL
WIT LLC
District of Columbia
-$37.4M
5
TF
TIAA FSB
Florida
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
276
Chesley Taft & Associates
Illinois
$2.26M +$1.14M +10,975 +102%
FNT
277
First National Trust
Pennsylvania
$2.25M +$818K +7,843 +57%
AWS
278
AJ Wealth Strategies
New York
$2.24M -$831K -7,970 -27%
MCWS
279
McKinley Carter Wealth Services
West Virginia
$2.24M +$263K +2,525 +13%
FTS
280
Fifth Third Securities
Ohio
$2.24M -$312K -2,994 -12%
FAT
281
First American Trust
California
$2.23M +$342K +3,278 +18%
FNWM
282
Financial Network Wealth Management
Utah
$2.2M +$2.2M +21,094 New
DC
283
Davenport & Co
Virginia
$2.19M +$234K +2,245 +12%
BF
284
Brooklyn FI
New York
$2.17M -$7.11M -15,589 -77%
SW
285
SteelPeak Wealth
California
$2.16M -$456K -4,377 -17%
SI
286
Stephens Inc
Arkansas
$2.14M -$452K -4,333 -17%
RA
287
RFG Advisory
Alabama
$2.14M +$161K +1,540 +8%
SFS
288
Sowell Financial Services
Arkansas
$2.13M +$769K +7,373 +57%
JWS
289
Juncture Wealth Strategies
Arizona
$2.12M -$535K -5,130 -20%
AI
290
Atria Investments
North Carolina
$2.09M +$655K +6,279 +46%
AFG
291
Allegheny Financial Group
Pennsylvania
$2.09M +$233K +2,236 +13%
SFG
292
StrategIQ Financial Group
Indiana
$2.06M +$1.39M +13,290 +205%
UL
293
Unionview LLC
Washington
$2.06M +$69.8K +669 +4%
DPI
294
Diversified Portfolios Inc
Michigan
$2.05M -$3.03M -29,076 -60%
BSA
295
Bull Street Advisors
Georgia
$2.02M – – –
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$2.01M -$120K -1,155 -6%
Deutsche Bank
297
Deutsche Bank
Germany
$2M -$1.8M -17,218 -47%
RW
298
Rede Wealth
Virginia
$1.99M +$319K +3,063 +19%
WS
299
Wedbush Securities
California
$1.99M -$95.9K -920 -5%
IPW
300
Intergy Private Wealth
Colorado
$1.96M +$1.39M +13,337 +242%
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