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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 %
CFB
376
Cullen/Frost Bankers
Texas
$1.25M +$1.14M +10,970 +1,116%
AWM
377
Axxcess Wealth Management
California
$1.24M +$379K +3,638 +44%
SBL
378
Sargent Bickham Lagudis
Colorado
$1.23M – – –
WTC
379
WhitTier Trust Company
Nevada
$1.22M +$24.4K +234 +2%
AIP
380
Ameritas Investment Partners
Nebraska
$1.21M +$380K +3,647 +46%
EWA
381
ERTS Wealth Advisors
Michigan
$1.21M -$3.6M -34,483 -75%
PWA
382
Physician Wealth Advisors
Utah
$1.19M -$14.1K -134 -1%
JSA
383
Jacobson & Schmitt Advisors
Wisconsin
$1.19M – – –
DWT
384
Dorsey & Whitney Trust
South Dakota
$1.17M +$32.9K +316 +3%
HS
385
Horan Securities
United States
$1.16M -$977K -9,367 -46%
LA
386
LexAurum Advisors
Kansas
$1.14M +$51K +489 +5%
FPW
387
Flagship Private Wealth
Massachusetts
$1.12M +$153K +1,464 +16%
AWAG
388
ARS Wealth Advisors Group
Florida
$1.12M – – –
SWA
389
Safir Wealth Advisors
New Hampshire
$1.12M -$924K -8,865 -45%
SFMG
390
Sage Financial Management Group
Virginia
$1.09M +$834K +8,000 +324%
SB
391
Strategic Blueprint
Georgia
$1.09M +$341K +3,270 +46%
FAIM
392
Financial Advocates Investment Management
Washington
$1.09M +$1.09M +8,461 New
MCM
393
Moore Capital Management
New York
$1.08M +$1.08M +10,395 New
NFP
394
Narus Financial Partners
Utah
$1.08M +$232K +2,225 +27%
BAM
395
Belpointe Asset Management
Nevada
$1.07M +$146K +1,399 +16%
MA
396
Mutual Advisors
Nebraska
$1.07M -$543K -5,203 -34%
CFG
397
Carr Financial Group
Massachusetts
$1.04M +$1.04M +10,000 New
BWM
398
Baystate Wealth Management
Massachusetts
$1.04M +$256K +2,460 +33%
TW
399
Towerpoint Wealth
California
$1.04M +$1.04M +9,975 New
FB
400
First Bancorp
Maine
$1.04M +$524K +5,026 +102%
14 15
16
17 18