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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 %
CTA
351
Chesley Taft & Associates
Illinois
$1.1M -$149K -1,450 -12%
AWAG
352
ARS Wealth Advisors Group
Florida
$1.1M – – –
AWM
353
AAF Wealth Management
Massachusetts
$1.1M +$168K +1,635 +18%
RFC
354
Regions Financial Corp
Alabama
$1.08M +$1.08M +10,493 New
FFA
355
Fragasso Financial Advisors
Pennsylvania
$1.08M +$616 +6 +0.1%
HCM
356
Hamlin Capital Management
New York
$1.08M +$1.08M +10,467 New
AR
357
Apeiron RIA
Texas
$1.07M -$258K -2,514 -19%
LA
358
LexAurum Advisors
Kansas
$1.07M +$563K +5,484 +111%
CCFCSB
359
Cape Cod Five Cents Savings Bank
Massachusetts
$1.05M -$142K -1,379 -12%
AWA
360
Archvest Wealth Advisors
California
$1.05M +$196K +1,910 +23%
MRWM
361
ML&R Wealth Management
Texas
$1.04M +$1.04M +10,138 New
WA
362
WBH Advisory
Maryland
$1.04M -$1.44M -13,985 -58%
VAS
363
Vestmark Advisory Solutions
Massachusetts
$1.03M -$194K -1,890 -16%
AAM
364
Austin Asset Management
Texas
$1.02M – – –
SWP
365
Strategic Wealth Partners
Ohio
$1.02M +$179K +1,746 +21%
JSW
366
Journey Strategic Wealth
New Jersey
$1.01M +$1.01M +9,834 New
GPA
367
Guidance Point Advisors
Massachusetts
$1.01M -$348K -3,380 -26%
ECM
368
Exchange Capital Management
Michigan
$999K -$71.5K -697 -7%
AAM
369
Autus Asset Management
Arizona
$996K – – –
FSG
370
Financial Strategies Group
Michigan
$996K +$33.6K +327 +3%
VNIM
371
Vaughan Nelson Investment Management
Texas
$981K -$8.72K -85 -0.9%
WC
372
Wexford Capital
Florida
$976K +$976K +9,511 New
RGC
373
Roberts, Glore & Co
Illinois
$975K – – –
WLIM
374
White Lighthouse Investment Management
Massachusetts
$975K – – –
FAFN
375
First Affirmative Financial Network
Colorado
$974K -$238K -2,318 -20%
13 14
15
16 17