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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 %
AWA
401
Archvest Wealth Advisors
California
$1.04M -$27.7K -266 -3%
ACG
402
Allen Capital Group
Nebraska
$1.04M +$1.04M +9,931 New
KWM
403
Kingsview Wealth Management
Oregon
$1.03M +$246K +2,359 +31%
AAM
404
Austin Asset Management
Texas
$1.02M – – –
EH
405
Equitable Holdings
New York
$1.02M +$287K +2,754 +39%
FFP
406
FourThought Financial Partners
Florida
$1.02M +$1.02M +9,736 New
LJAC
407
L.J. Altfest & Co
New York
$1.01M +$1.01M +9,728 New
NFG
408
Northeast Financial Group
Pennsylvania
$995K +$995K +9,539 New
Baird Financial Group
409
Baird Financial Group
Wisconsin
$994K +$438K +4,201 +79%
RFP
410
RCS Financial Planning
Maryland
$991K +$991K +9,504 New
WLIM
411
White Lighthouse Investment Management
Massachusetts
$991K – – –
CA
412
CoreCap Advisors
Michigan
$983K -$513K -4,923 -34%
KeyBank National Association
413
KeyBank National Association
Ohio
$980K +$514K +4,928 +110%
WCA
414
Westover Capital Advisors
Delaware
$979K +$746K +7,152 +319%
PSCM
415
Per Stirling Capital Management
Texas
$973K +$973K +9,333 New
WCFA
416
Walkner Condon Financial Advisors
Wisconsin
$972K -$211K -2,021 -18%
TF
417
Theory Financial
Colorado
$964K +$964K +9,244 New
GVAG
418
Great Valley Advisor Group
Delaware
$956K -$189K -1,813 -17%
FFA
419
Farther Finance Advisors
California
$955K +$955K +9,154 New
RWP
420
Revolve Wealth Partners
New Jersey
$954K -$217K -2,082 -19%
HIF
421
Hill Island Financial
Michigan
$954K -$4.17K -40 -0.4%
HWP
422
Heritage Wealth Partners
Ohio
$950K +$950K +9,190 New
FAFN
423
First Affirmative Financial Network
Colorado
$946K -$43.1K -413 -4%
BSSFA
424
Baron Silver Stevens Financial Advisors
Florida
$935K +$935K +8,966 New
MA
425
Montag & Associates
Georgia
$933K -$323K -3,102 -26%
15 16
17
18 19