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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.42B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$269M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$413M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$88.7M
5
US Bancorp
US Bancorp
Minnesota
$104M

Top Sellers

1
Jane Street
Jane Street
New York
$289K
2
EAM
Eagle Asset Management
Florida
$0
3
Ameriprise
Ameriprise
Minnesota
$49.2M
4
EVM
Eaton Vance Management
Massachusetts
$1.55M
5
BPA
Beacon Pointe Advisors
California
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
301
Glenview Trust
Kentucky
$1.42M -$48.5K -463 -3%
LFG
302
Lockerman Financial Group
California
$1.42M +$1.42M +13,550 New
JSA
303
Jacobson & Schmitt Advisors
Wisconsin
$1.42M +$1.42M +13,517 New
SAM
304
SP Asset Management
California
$1.41M +$1.05K +10 +0.1%
TB
305
Treynor Bancshares
Iowa
$1.4M -$4.71K -45 -0.3%
PS
306
Portfolio Solutions
Michigan
$1.4M +$950K +9,077 +211%
BF
307
BOK Financial
Oklahoma
$1.4M -$346K -3,308 -20%
BIA
308
Bell Investment Advisors
California
$1.39M +$1.39M +13,238 New
GPA
309
Guidance Point Advisors
Massachusetts
$1.38M +$212K +2,022 +18%
BAMG
310
Brand Asset Management Group
Missouri
$1.37M +$1.37M +13,126 New
OAP
311
One Advisory Partners
Kansas
$1.37M +$206K +1,971 +18%
MA
312
MUFG Americas
New York
$1.36M +$152K +1,450 +13%
CPIG
313
Chicago Partners Investment Group
Illinois
$1.36M +$1.01M +9,627 +296%
TC
314
TAGStone Capital
North Carolina
$1.31M +$1.31M +12,515 New
IWC
315
Integrated Wealth Concepts
Massachusetts
$1.29M -$713K -6,819 -36%
DWT
316
Dorsey & Whitney Trust
South Dakota
$1.28M -$37.5K -358 -3%
CTA
317
Chesley Taft & Associates
Illinois
$1.27M +$403K +3,850 +46%
OWM
318
Orgel Wealth Management
Wisconsin
$1.27M +$683K +6,521 +116%
CAM
319
Cresset Asset Management
Illinois
$1.26M -$137K -2,543 -10%
VAS
320
Vestmark Advisory Solutions
Massachusetts
$1.25M +$256K +2,445 +26%
FCBT
321
First Citizens Bank & Trust
North Carolina
$1.24M +$1.24M +11,879 New
CPW
322
Catalyst Private Wealth
California
$1.24M – – –
SBL
323
Sargent Bickham Lagudis
Colorado
$1.24M – – –
FAFN
324
First Affirmative Financial Network
Colorado
$1.24M -$38.7K -370 -3%
RWP
325
Revolve Wealth Partners
New Jersey
$1.23M +$812K +7,757 +192%
11 12
13
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