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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
+$126K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$350M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$63.2M
3
Morgan Stanley
Morgan Stanley
New York
$300M
4
EAM
Eagle Asset Management
Florida
$45.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$129M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$528K
2
UBS Group
UBS Group
Switzerland
$119M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$288M
4
MMA
Miracle Mile Advisors
California
$0
5
Jane Street
Jane Street
New York
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
326
Mutual Advisors
Nebraska
$765K -$38.4K -358 -5%
FC
327
FCA Corp
Texas
$754K +$13.4K +125 +2%
C1AG
328
Client 1st Advisory Group
Florida
$750K – – –
CFS
329
Cannon Financial Strategists
Georgia
$748K – – –
NL
330
NWAM LLC
Washington
$744K +$147K +1,367 +25%
GSWM
331
Greenup Street Wealth Management
Michigan
$735K +$735K +6,846 New
KWM
332
Kingsview Wealth Management
Oregon
$733K +$126K +1,176 +21%
SCG
333
Sonata Capital Group
Washington
$729K – – –
WA
334
Wealth Architects
California
$720K +$120K +1,118 +20%
IC
335
Inscription Capital
Texas
$718K -$3.01K -28 -0.4%
DIA
336
Dean Investment Associates
Ohio
$714K – – –
WA
337
WBH Advisory
Maryland
$704K +$208K +1,935 +42%
MWM
338
Mattern Wealth Management
Kansas
$688K -$1.59M -14,834 -70%
MWM
339
Merriman Wealth Management
Washington
$680K -$418K -3,893 -38%
ACP
340
Aviance Capital Partners
Florida
$679K +$81.9K +763 +14%
FAIM
341
Financial Advocates Investment Management
Washington
$673K -$12.6K -117 -2%
HNB
342
Huntington National Bank
Ohio
$665K -$744K – –
SWP
343
Strategic Wealth Partners
Ohio
$656K +$22.7K +211 +4%
IAA
344
Ironsides Asset Advisors
North Carolina
$655K – – –
GA
345
Greenspring Advisors
Maryland
$641K +$641K +5,968 New
KWS
346
Keystone Wealth Services
California
$624K +$624K +5,811 New
CM
347
Columbus Macro
Pennsylvania
$618K -$21.2K -197 -3%
AFC
348
AFT Forsyth & Company
Florida
$617K – – –
PCWA
349
Pacific Capital Wealth Advisors
California
$617K +$220K +2,051 +56%
JCM
350
Jacobsen Capital Management
Utah
$615K +$1.07K +10 +0.2%
12 13
14
15 16