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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 %
HWM
301
Hassell Wealth Management
Louisiana
$1.96M +$1.96M +18,733 New
WC
302
Wealth CMT
New Jersey
$1.95M -$87.9K -843 -4%
BFG
303
Bleakley Financial Group
New Jersey
$1.95M +$1.95M +18,704 New
AWS
304
Arkfeld Wealth Strategies
Nebraska
$1.92M -$125K -1,189 -6%
BAAM
305
Baker Avenue Asset Management
California
$1.91M +$701K +6,724 +58%
TFG
306
Tilson Financial Group
New Jersey
$1.9M +$1.9M +18,252 New
PAG
307
Private Advisor Group
New Jersey
$1.86M +$159K +3,763 +9%
1IA
308
1620 Investment Advisors
Massachusetts
$1.84M +$708K +6,790 +62%
PA
309
PFG Advisors
Arizona
$1.83M +$152K +1,461 +9%
NL
310
NWAM LLC
Washington
$1.82M -$521K -4,994 -22%
MA
311
McBroom & Associates
Nevada
$1.81M +$689K +6,607 +61%
SRC
312
Shufro Rose & Co
New York
$1.81M +$270K +2,585 +18%
AF
313
Apexium Financial
Texas
$1.79M +$242K +2,325 +16%
TWM
314
Trinity Wealth Management
Pennsylvania
$1.77M +$909K +8,716 +106%
CCWA
315
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M +$1.76M +16,915 New
Northern Trust
316
Northern Trust
Illinois
$1.76M – – –
KCM
317
KM Capital Management
Texas
$1.75M +$1.75M +16,827 New
CCG
318
Cypress Capital Group
Florida
$1.75M -$287K -2,750 -14%
GFS
319
GYL Financial Synergies
Connecticut
$1.74M +$1.74M +16,711 New
WP
320
WealthShield Partners
North Carolina
$1.74M -$322K -3,086 -16%
ACA
321
Ackerman Capital Advisors
Texas
$1.73M +$1.73M +16,574 New
JSW
322
Journey Strategic Wealth
New Jersey
$1.73M +$700K +6,710 +68%
OGF
323
Orin Green Financial
California
$1.71M +$163K +1,565 +11%
MHR
324
Matthew Hamilton Rosenberg
$1.71M +$1.33M +12,794 +353%
MAM
325
Meeder Asset Management
Ohio
$1.71M -$21.3M -204,232 -93%
11 12
13
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