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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$63.7M
2
Bank of America
Bank of America
North Carolina
+$26.9M
3
EVM
Eaton Vance Management
Massachusetts
+$19.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$87.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.4M
3
Morgan Stanley
Morgan Stanley
New York
-$25.3M
4
1CP
1607 Capital Partners
Virginia
-$11.8M
5
CCFM
Clear Creek Financial Management
Washington
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
301
Heartwood Wealth Advisors
Virginia
$449K – – –
EWA
302
EP Wealth Advisors
California
$444K -$84.7K -783 -16%
CFGF
303
Compass Financial Group (Florida)
Florida
$438K – – –
FVWA
304
Foster Victor Wealth Advisors
South Carolina
$438K +$72.7K +673 +20%
DAS
305
Dynamic Advisor Solutions
Arizona
$437K +$125K +1,156 +40%
OAM
306
Occidental Asset Management
California
$435K – – –
AWS
307
Arkfeld Wealth Strategies
Nebraska
$432K – – –
KA
308
Kovack Advisors
Florida
$428K -$17.3K -160 -4%
BCM
309
Boltwood Capital Management
California
$425K +$70.3K +650 +20%
BW
310
Bison Wealth
Georgia
$424K +$133K +1,230 +46%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$415K -$108 -1 -0%
PCWA
312
Pacific Capital Wealth Advisors
California
$414K – – –
TFF
313
The Family Firm
Maryland
$413K +$1.41K +13 +0.3%
LSAG
314
Lake Street Advisors Group
New Hampshire
$408K – – –
PIM
315
Provident Investment Management
Michigan
$405K +$405K +3,750 New
CWM
316
Centric Wealth Management
Illinois
$401K +$401K +3,705 New
AWG
317
Altus Wealth Group
Colorado
$401K +$401K +3,713 New
AIM
318
AMI Investment Management
Indiana
$395K +$395K +3,650 New
Citigroup
319
Citigroup
New York
$393K +$29.2K +270 +8%
DCM
320
Dimension Capital Management
Florida
$388K – – –
BF
321
BOK Financial
Oklahoma
$370K -$25K -231 -6%
BFA
322
Beacon Financial Advisory
Ohio
$370K – – –
EIA
323
Eldridge Investment Advisors
New Hampshire
$368K – – –
BA
324
Ballast Advisors
Minnesota
$368K +$57.4K +531 +18%
GP
325
Girard Partners
Pennsylvania
$362K -$44.6K -413 -11%
11 12
13
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