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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 %
PFA
426
Petra Financial Advisors
Colorado
$930K +$930K +8,917 New
SFA
427
Source Financial Advisors
New York
$916K +$7.93K +76 +0.9%
TC
428
TAGStone Capital
North Carolina
$909K -$1.77M -16,961 -66%
PWS
429
Paragon Wealth Strategies
Florida
$908K +$908K +8,705 New
IA
430
IAM Advisory
Pennsylvania
$891K +$540K +5,182 +154%
OWA
431
Opal Wealth Advisors
New York
$889K +$889K +8,529 New
CWA
432
Continuum Wealth Advisors
New York
$883K +$883K +8,470 New
BL
433
Balentine LLC
Georgia
$870K +$650K +6,232 +296%
Lido Advisors
434
Lido Advisors
California
$866K +$93.6K +898 +12%
WANY
435
Wealthspire Advisors (New York)
New York
$853K -$910K -8,732 -52%
VIM
436
Vista Investment Management
Pennsylvania
$851K +$73K +700 +9%
AAM
437
Autus Asset Management
Arizona
$850K -$162K -1,550 -16%
CA
438
Continuum Advisory
Idaho
$849K +$61.3K +588 +8%
AG
439
Ascent Group
Virginia
$849K -$105K -1,005 -11%
AHC
440
Adell Harriman & Carpenter
Texas
$843K -$1.39M -13,365 -62%
AssetMark Inc
441
AssetMark Inc
California
$842K -$914K -8,770 -52%
TF
442
Tompkins Financial
New York
$836K +$836K +8,022 New
MLA
443
My Legacy Advisors
Oregon
$835K +$62.5K +596 +8%
ACS
444
Archford Capital Strategies
Illinois
$831K +$169K +1,619 +25%
PC
445
Prairiewood Capital
North Dakota
$829K +$829K +7,950 New
FA
446
FC Advisory
Pennsylvania
$828K -$651K -6,248 -44%
XF
447
XML Financial
Maryland
$826K +$826K +7,924 New
PWM
448
PBMares Wealth Management
Virginia
$826K +$130K +1,250 +19%
BF
449
BOK Financial
Oklahoma
$817K -$38.5K -369 -4%
CCFCSB
450
Cape Cod Five Cents Savings Bank
Massachusetts
$816K -$251K -2,408 -24%
16 17
18
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