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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 %
TNBTD
326
Trustmark National Bank Trust Department
Mississippi
$360K -$216 -2 -0.1%
BWM
327
BCS Wealth Management
Tennessee
$354K – – –
BRWA
328
B. Riley Wealth Advisors
Florida
$350K +$14.8K +137 +4%
BPB
329
Badgley, Phelps & Bell
Washington
$346K -$32.4K -300 -9%
CWM
330
Cornerstone Wealth Management
Missouri
$338K -$111K -1,023 -25%
HWM
331
Howard Wealth Management
Connecticut
$337K +$45.4K +420 +16%
CTFG
332
Capstone Triton Financial Group
Oklahoma
$337K +$337K +3,115 New
YIA
333
YHB Investment Advisors
Connecticut
$336K -$27K -250 -7%
FFA
334
First Foundation Advisors
California
$335K -$1.08K -10 -0.3%
FPW
335
Flagship Private Wealth
Massachusetts
$334K +$334K +3,089 New
SFP
336
Strategic Financial Planning
Texas
$334K +$93.4K +864 +39%
WANY
337
Wealthspire Advisors (New York)
New York
$329K +$329K +3,041 New
EHC
338
Everett Harris & Co
California
$324K +$108K +1,000 +50%
AIP
339
Ahrens Investment Partners
Louisiana
$324K +$324K +3,000 New
RA
340
RFG Advisory
Alabama
$315K +$47.3K +438 +18%
LNWTC
341
Laird Norton Wetherby Trust Company
Washington
$308K +$308K +2,852 New
WA
342
Wealth Architects
California
$307K +$59.1K +546 +24%
GWM
343
Geneos Wealth Management
Colorado
$305K -$13.9K -129 -4%
CFS
344
CRA Financial Services
New Jersey
$300K +$300K +2,775 New
SMA
345
Sage Mountain Advisors
Georgia
$299K +$299K +2,770 New
CASB
346
Cape Ann Savings Bank
Massachusetts
$298K +$298K +2,760 New
Bessemer Group
347
Bessemer Group
New Jersey
$297K – – –
SVWAG
348
Sound View Wealth Advisors Group
Georgia
$297K – – –
EWM
349
Endurance Wealth Management
Rhode Island
$294K – – –
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$294K +$294K +2,715 New
12 13
14
15 16