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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 %
GAM
376
Gould Asset Management
California
$516K -$47.3K -440 -8%
RIM
377
Rockbridge Investment Management
New York
$514K +$8.8K +82 +2%
OWM
378
Orgel Wealth Management
Wisconsin
$510K -$2.36K -22 -0.5%
VAS
379
Vestmark Advisory Solutions
Massachusetts
$504K +$504K +4,694 New
PWM
380
PBMares Wealth Management
Virginia
$503K -$4.73K -44 -0.9%
IWMA
381
Ironwood Wealth Management (Arizona)
Arizona
$500K +$88.7K +826 +22%
HI
382
Harbour Investments
Wisconsin
$497K -$130K -1,212 -21%
MFC
383
Morris Financial Concepts
South Carolina
$497K +$497K +4,628 New
PFA
384
Paradigm Financial Advisors
Missouri
$495K – – –
SFG
385
StrategIQ Financial Group
Indiana
$495K +$250K +2,325 +102%
TIA
386
Traphagen Investment Advisors
New Jersey
$494K – – –
KC
387
Kingfisher Capital
North Carolina
$492K -$1.21M -11,233 -71%
SIM
388
Stratos Investment Management
Ohio
$492K -$105K -975 -18%
JWCA
389
J.W. Cole Advisors
Florida
$485K +$485K +4,520 New
PJSIMP
390
P.J. Schmidt Investment Management (PJS)
Wisconsin
$481K -$114K -1,074 -19%
CWS
391
Cypress Wealth Services
California
$469K +$26.2K +244 +6%
NFG
392
Next Financial Group
Texas
$467K +$122K +1,139 +35%
GWM
393
Geneos Wealth Management
Colorado
$465K +$1.18K +11 +0.3%
AF
394
Apexium Financial
Texas
$464K -$39.4K -367 -8%
MC
395
Moors & Cabot
Massachusetts
$462K +$462K +4,300 New
KA
396
Kovack Advisors
Florida
$461K -$965 -9 -0.2%
PC
397
Prairiewood Capital
North Dakota
$461K +$461K +4,289 New
BFEC
398
Benjamin F. Edwards & Company
Missouri
$460K -$59.1K -550 -11%
Fidelity Investments
399
Fidelity Investments
Massachusetts
$460K +$19.2K +179 +4%
SWRP
400
Summit Wealth & Retirement Planning
California
$450K +$450K +4,188 New
14 15
16
17 18