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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 %
FC
426
FCA Corp
Texas
$707K -$21.6K -210 -3%
SCG
427
Sonata Capital Group
Washington
$686K -$10.3K -100 -1%
PWM
428
PBMares Wealth Management
Virginia
$685K +$175K +1,708 +34%
DIA
429
Dean Investment Associates
Ohio
$683K – – –
CTA
430
Colonial Trust Advisors
South Carolina
$682K +$682K +6,640 New
AIM
431
Alhambra Investment Management
Florida
$681K -$224K -2,178 -25%
WA
432
Wealth Architects
California
$678K -$51.6K -503 -7%
WAG
433
Winthrop Advisory Group
Massachusetts
$676K -$1.64M -15,994 -71%
KWS
434
Keystone Wealth Services
California
$666K -$165K -1,607 -20%
SFG
435
StrategIQ Financial Group
Indiana
$665K +$303K +2,947 +83%
WPW
436
Waldron Private Wealth
Pennsylvania
$664K -$3.22M -31,355 -83%
HCA
437
Harbour Capital Advisors
Virginia
$663K +$48.9K +475 +8%
BWM
438
BCGM Wealth Management
Indiana
$658K -$247K -2,411 -27%
IC
439
Inscription Capital
Texas
$656K – – –
ACS
440
Archford Capital Strategies
Illinois
$652K -$40.3K -393 -6%
SSW
441
Stone Summit Wealth
Florida
$640K +$163K +1,585 +34%
CWM
442
Chesapeake Wealth Management
Virginia
$638K +$113K +1,100 +22%
AA
443
Advisory Alpha
Michigan
$637K +$68.5K +667 +12%
SF
444
Summit Financial
New Jersey
$636K +$636K +6,191 New
LW
445
Libra Wealth
California
$634K – – –
AWM
446
Avitas Wealth Management
California
$633K -$5.44K -53 -0.9%
VWM
447
Venturi Wealth Management
Texas
$632K -$25.9K -252 -4%
CBFP
448
Cedar Brook Financial Partners
Ohio
$631K +$297K +2,892 +89%
WFPG
449
Waller Financial Planning Group
Ohio
$629K +$68.5K +667 +12%
IAA
450
Ironsides Asset Advisors
North Carolina
$626K – – –
16 17
18
19 20