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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$619M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$507M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$158M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$246M
5
Creative Planning
Creative Planning
Kansas
$46.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$132M
3
SEI Investments
SEI Investments
Pennsylvania
$205M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$547K
5
Goldman Sachs
Goldman Sachs
New York
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
McNaughton Wealth Management
California
$1.32M -$341K -3,326 -21%
EK
327
Evensky & Katz
Florida
$1.3M +$212K +2,065 +20%
RIM
328
Rockbridge Investment Management
New York
$1.28M +$821K +8,000 +178%
CAM
329
Cresset Asset Management
Illinois
$1.27M -$1.13M -11,007 -47%
PWM
330
Perigon Wealth Management
California
$1.26M +$758K +7,377 +150%
CAMG
331
CWA Asset Management Group
Florida
$1.26M +$924K +9,000 +279%
DBT
332
Dubuque Bank & Trust
Iowa
$1.25M -$167K -1,628 -12%
HTC
333
Haverford Trust Company
Pennsylvania
$1.24M +$96.5K +940 +8%
MA
334
Montag & Associates
Georgia
$1.24M +$108K +1,048 +10%
BDWCC
335
B&D White Capital Company
Texas
$1.23M -$236K -2,300 -16%
Wealth Enhancement Advisory Services
336
Wealth Enhancement Advisory Services
Minnesota
$1.22M -$549K -5,330 -31%
SBL
337
Sargent Bickham Lagudis
Colorado
$1.21M – – –
BFM
338
Broadview Financial Management
Wisconsin
$1.19M -$3.7K -36 -0.3%
BAAM
339
Baker Avenue Asset Management
California
$1.19M +$105K +1,024 +10%
JSA
340
Jacobson & Schmitt Advisors
Wisconsin
$1.19M -$197K -1,915 -14%
GIM
341
Greenwich Investment Management
Connecticut
$1.18M -$450K -4,390 -28%
PWA
342
Physician Wealth Advisors
Utah
$1.18M -$293K -2,845 -20%
WTC
343
WhitTier Trust Company
Nevada
$1.17M – – –
WCFA
344
Walkner Condon Financial Advisors
Wisconsin
$1.17M -$26.5K -258 -2%
RWP
345
Revolve Wealth Partners
New Jersey
$1.15M -$57.1K -556 -5%
GVAG
346
Great Valley Advisor Group
Delaware
$1.13M +$437K +4,256 +63%
1IA
347
1620 Investment Advisors
Massachusetts
$1.12M +$157K +1,530 +16%
HCM
348
Highview Capital Management
Illinois
$1.12M – – –
DWT
349
Dorsey & Whitney Trust
South Dakota
$1.12M -$140K -1,362 -11%
MA
350
McBroom & Associates
Nevada
$1.11M +$50.3K +490 +5%
12 13
14
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