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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 %
T
401
TNF
Montana
$442K +$25.6K +240 +6%
ADL
402
Asset Dedication LLC
California
$436K -$55.5K -517 -11%
EA
403
Emerald Advisors
Washington
$435K -$1.58M -14,760 -78%
CFGF
404
Compass Financial Group (Florida)
Florida
$435K – – –
CA
405
Continuum Advisory
Idaho
$433K +$89.3K +832 +26%
IWM
406
IHT Wealth Management
Illinois
$429K +$429K +3,993 New
TF
407
Theory Financial
Colorado
$428K +$428K +3,987 New
CFS
408
CRA Financial Services
New Jersey
$423K -$32.2K -300 -7%
FM
409
Foster & Motley
Ohio
$421K +$58.5K +544 +16%
HS
410
Horan Securities
United States
$420K +$420K +3,915 New
DWM
411
Destination Wealth Management
California
$419K +$86.1K +801 +26%
First Trust Advisors
412
First Trust Advisors
Illinois
$418K +$4.29K +40 +1%
LPWM
413
Lake Point Wealth Management
Texas
$415K – – –
PO
414
Private Ocean
California
$411K – – –
GVAG
415
Great Valley Advisor Group
Delaware
$411K +$86K +800 +26%
HWM
416
Howard Wealth Management
Connecticut
$398K +$40.8K +380 +11%
AFS
417
Access Financial Services
Minnesota
$396K -$119K -1,112 -23%
WCF
418
West Coast Financial
California
$396K – – –
CRCM
419
Corbett Road Capital Management
Virginia
$395K -$3.11K -29 -0.8%
SW
420
SVB Wealth
Massachusetts
$388K – – –
TFF
421
The Family Firm
Maryland
$385K -$10.6K -99 -3%
CB
422
CNB Bank
Pennsylvania
$385K +$27.9K +260 +8%
BRWA
423
B. Riley Wealth Advisors
Florida
$382K -$96.8K -901 -20%
AIP
424
Almanack Investment Partners
Pennsylvania
$381K +$10.7K +100 +3%
GIA
425
Goodwin Investment Advisory
Georgia
$379K +$224K +2,085 +145%
15 16
17
18 19