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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.7M
2
TF
TIAA FSB
Florida
+$29.8M
3
BlackRock
BlackRock
New York
+$26.1M
4
Jane Street
Jane Street
New York
+$25.5M
5
Morgan Stanley
Morgan Stanley
New York
+$21.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$65.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$9.91M
4
US Bancorp
US Bancorp
Minnesota
-$8.16M
5
WWM
Windsor Wealth Management
Indiana
-$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
326
Horan Securities
United States
$455K -$96.9K -899 -18%
DAS
327
Dynamic Advisor Solutions
Arizona
$454K +$17.9K +166 +4%
KA
328
Kovack Advisors
Florida
$453K +$25.5K +236 +6%
PA
329
Pinnacle Associates
New York
$453K +$453K +4,203 New
LW
330
Linscomb Wealth
Texas
$449K – – –
First Trust Advisors
331
First Trust Advisors
Illinois
$448K -$146K -1,352 -25%
CFGF
332
Compass Financial Group (Florida)
Florida
$437K – – –
SB
333
Strategic Blueprint
Georgia
$435K +$435K +4,035 New
OWM
334
Orgel Wealth Management
Wisconsin
$431K +$431K +4,000 New
DWT
335
Dorsey & Whitney Trust
South Dakota
$431K +$431K +4,000 New
IAIM
336
International Assets Investment Management
Florida
$422K +$270K +2,501 +177%
Susquehanna International Group
337
Susquehanna International Group
Pennsylvania
$420K +$420K +3,896 New
FVWA
338
Foster Victor Wealth Advisors
South Carolina
$416K -$21.4K -198 -5%
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$414K +$108 +1 +0%
FHA
340
First Horizon Advisors
Tennessee
$414K +$414K +3,846 New
TFF
341
The Family Firm
Maryland
$407K -$5.5K -51 -1%
LSAG
342
Lake Street Advisors Group
New Hampshire
$407K – – –
SFP
343
Strategic Financial Planning
Texas
$407K +$74K +687 +22%
CWM
344
Centric Wealth Management
Illinois
$400K +$216 +2 +0.1%
WCF
345
West Coast Financial
California
$398K -$178K -1,651 -31%
JBA
346
Johnson Bixby & Associates
Washington
$390K +$97.5K +904 +33%
BA
347
Ballast Advisors
Minnesota
$389K +$21.9K +203 +6%
DCM
348
Dimension Capital Management
Florida
$387K – – –
WA
349
Wealth Architects
California
$385K +$78.9K +731 +26%
HGWM
350
Horst & Graben Wealth Management
Oregon
$380K +$380K +3,521 New
12 13
14
15 16