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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 %
BHWA
326
Beacon Harbor Wealth Advisors
Virginia
$1.7M +$1.7M +16,261 New
SL
327
SWMG LLC
Texas
$1.69M +$784K +7,522 +86%
GT
328
Glenview Trust
Kentucky
$1.69M +$273K +2,618 +19%
AIM
329
Alhambra Investment Management
Florida
$1.68M +$992K +9,511 +143%
GSWM
330
Greenup Street Wealth Management
Michigan
$1.68M -$740K -7,094 -31%
TCBWMS
331
Texas Capital Bank Wealth Management Services
Texas
$1.68M -$2.93M -28,118 -64%
CIA
332
Capital Investment Advisors
Georgia
$1.66M -$11.9K -114 -0.7%
PP
333
PrairieView Partners
Minnesota
$1.66M -$2.77M -26,530 -63%
SWM
334
Seed Wealth Management
Illinois
$1.65M +$1.65M +15,835 New
EK
335
Evensky & Katz
Florida
$1.62M +$304K +2,918 +23%
MWM
336
McNaughton Wealth Management
California
$1.61M +$262K +2,510 +19%
AHC
337
Anderson Hoagland & Co
Missouri
$1.58M -$803K -7,640 -34%
SWA
338
Stratos Wealth Advisors
Ohio
$1.58M +$783K +7,511 +99%
IMA
339
Investment Management Associates
Colorado
$1.57M – – –
EFG
340
Everhart Financial Group
Ohio
$1.56M +$744K +7,131 +91%
BFM
341
Broadview Financial Management
Wisconsin
$1.56M +$344K +3,299 +28%
BCM
342
Boltwood Capital Management
California
$1.54M +$12K +115 +0.8%
HFA
343
High Falls Advisors
New York
$1.54M +$110K +1,053 +8%
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$269K +2,563 +22%
KPWS
345
Kestra Private Wealth Services
Texas
$1.5M -$3.22M -30,892 -68%
RIM
346
Rockbridge Investment Management
New York
$1.49M +$190K +1,823 +15%
SWP
347
Strategic Wealth Partners
Ohio
$1.49M +$453K +4,345 +44%
RFC
348
Regions Financial Corp
Alabama
$1.49M +$391K +3,751 +36%
VAS
349
Vestmark Advisory Solutions
Massachusetts
$1.47M +$428K +4,108 +41%
PCIA
350
Prime Capital Investment Advisors
Kansas
$1.47M +$1.24M +11,870 +531%
12 13
14
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