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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 %
ZIM
401
Zacks Investment Management
Illinois
$804K -$622K -6,059 -44%
RPCA
402
Running Point Capital Advisors
California
$801K +$150K +1,462 +23%
SWA
403
Stratos Wealth Advisors
Ohio
$780K -$344K -3,355 -31%
CA
404
Continuum Advisory
Idaho
$775K -$61.8K -602 -7%
BWM
405
Baystate Wealth Management
Massachusetts
$773K +$628K +6,117 +434%
KWM
406
Kingsview Wealth Management
Oregon
$772K +$23.7K +231 +3%
CMBA
407
C.M. Bidwell & Associates
Hawaii
$772K +$590K +5,750 +325%
PB
408
Pinnacle Bancorp
Nebraska
$771K +$36.4K +355 +5%
SAM
409
SP Asset Management
California
$770K -$615K -5,988 -44%
HPWM
410
Highland Private Wealth Management
Washington
$770K +$34.3K +334 +5%
VIM
411
Vista Investment Management
Pennsylvania
$766K +$195K +1,901 +34%
Lido Advisors
412
Lido Advisors
California
$760K +$388K +3,778 +104%
MLA
413
My Legacy Advisors
Oregon
$759K +$269K +2,617 +55%
IA
414
IFG Advisory
Georgia
$756K -$57.2K -557 -7%
FT
415
Fiduciary Trust
Massachusetts
$755K +$36.4K +355 +5%
CSWM
416
Cassady Schiller Wealth Management
Ohio
$751K +$511K +4,974 +212%
WT
417
Whittier Trust
California
$748K – – –
OAP
418
One Advisory Partners
Kansas
$734K -$605K -5,890 -45%
SB
419
Strategic Blueprint
Georgia
$734K +$63.4K +618 +9%
DB
420
Dravo Bay
Delaware
$730K -$206K -2,003 -22%
T
421
TNF
Montana
$729K +$194K +1,881 +36%
AF
422
Advisornet Financial
Minnesota
$727K +$724K +7,047 +21,355%
AIA
423
Armor Investment Advisors
North Carolina
$724K -$50.8K -495 -7%
EH
424
Equitable Holdings
New York
$723K +$123K +1,197 +20%
MWP
425
Madison Wealth Partners
Wisconsin
$716K +$55.5K +540 +8%
15 16
17
18 19