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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 %
FPW
376
Flagship Private Wealth
Massachusetts
$956K +$36.7K +358 +4%
TIAM2
377
Tru Independence Asset Management 2
Oregon
$955K – – –
HIF
378
Hill Island Financial
Michigan
$943K -$51.1K -498 -5%
AG
379
Ascent Group
Virginia
$938K -$635K -6,194 -40%
FCA
380
FLC Capital Advisors
California
$932K -$1.17M -11,414 -56%
BAM
381
Belpointe Asset Management
Nevada
$908K +$687K +6,694 +311%
EWA
382
EverSource Wealth Advisors
Alabama
$901K +$89.7K +874 +11%
SL
383
SWMG LLC
Texas
$895K +$895K +8,716 New
SFA
384
Source Financial Advisors
New York
$894K +$894K +8,712 New
RTS
385
Round Table Services
New Jersey
$872K -$1.21M -11,742 -58%
CWS
386
Cypress Wealth Services
California
$866K +$307K +2,986 +55%
TWM
387
Trinity Wealth Management
Pennsylvania
$848K +$848K +8,258 New
AWM
388
Axxcess Wealth Management
California
$846K +$371K +3,608 +78%
BF
389
BOK Financial
Oklahoma
$843K -$529K -5,149 -39%
Millennium Management
390
Millennium Management
New York
$840K +$840K +8,187 New
NFP
391
Narus Financial Partners
Utah
$835K -$723K -7,047 -46%
Betterment LLC
392
Betterment LLC
New York
$830K – – –
FSWA
393
Financial Synergies Wealth Advisors
Texas
$827K -$369K -3,590 -31%
PIM
394
Provident Investment Management
Michigan
$826K +$590K +5,750 +250%
CB
395
Commerce Bank
Missouri
$822K +$822K +8,013 New
GIA
396
Goodwin Investment Advisory
Georgia
$821K +$13.7K +133 +2%
SWP
397
Summit Wealth Partners
Florida
$818K +$1.85K +18 +0.2%
AIP
398
Ameritas Investment Partners
Nebraska
$818K +$36.8K +358 +5%
ACP
399
Aviance Capital Partners
Florida
$816K +$31.8K +310 +4%
EFG
400
Everhart Financial Group
Ohio
$805K -$678K -6,604 -46%
14 15
16
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