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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 %
KeyBank National Association
426
KeyBank National Association
Ohio
$375K – – –
BA
427
Ballast Advisors
Minnesota
$366K -$14.9K -139 -4%
EIA
428
Eldridge Investment Advisors
New Hampshire
$366K +$537 +5 +0.1%
WP
429
WealthPLAN Partners
Nebraska
$363K – – –
CGFA
430
Colton Groome Financial Advisors
North Carolina
$362K -$539K -5,025 -60%
DAS
431
Dynamic Advisor Solutions
Arizona
$362K -$316K -2,943 -47%
IFPL
432
Investments & Financial Planning LLC
Kentucky
$360K +$360K +3,400 New
EWM
433
Empirical Wealth Management
Washington
$354K +$49.8K +464 +16%
WANY
434
Wealthspire Advisors (New York)
New York
$352K +$16.4K +153 +5%
BWM
435
BCS Wealth Management
Tennessee
$351K – – –
FWP
436
Firethorn Wealth Partners
Georgia
$351K +$351K +3,265 New
OCM
437
Objective Capital Management
Ohio
$351K +$351K +3,274 New
CCA
438
Checchi Capital Advisers
California
$344K +$344K +3,200 New
GI
439
Gradient Investments
Minnesota
$343K -$300K -2,799 -47%
CPIG
440
Chicago Partners Investment Group
Illinois
$343K +$34.5K +327 +11%
BFA
441
BMS Financial Advisors
South Dakota
$341K +$341K +3,175 New
RPCA
442
Running Point Capital Advisors
California
$339K -$283K -2,636 -46%
WWM
443
Wagner Wealth Management
South Carolina
$339K -$32.2K -300 -9%
CWA
444
Capital Wealth Alliance
Arizona
$337K +$8.36K +78 +3%
WAL
445
W Advisors LLC
Tennessee
$337K +$337K +3,139 New
HGWM
446
Horst & Graben Wealth Management
Oregon
$336K -$91.4K -850 -21%
RFC
447
Regions Financial Corp
Alabama
$336K +$106K +986 +46%
CTFG
448
Capstone Triton Financial Group
Oklahoma
$334K – – –
FFA
449
First Foundation Advisors
California
$333K – – –
GSIS
450
Global Strategic Investment Solutions
Arizona
$333K +$18.5K +172 +6%
16 17
18
19 20