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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 %
MBFW
451
Morton Brown Family Wealth
Pennsylvania
$333K +$333K +3,097 New
AL
452
ADE LLC
Maryland
$330K – – –
EHC
453
Everett Harris & Co
California
$322K – – –
GW
454
GW & Wade
Massachusetts
$322K +$115K +1,070 +55%
CDIA
455
Capital Directions Investment Advisors
Georgia
$320K – – –
FPW
456
Flagship Private Wealth
Massachusetts
$317K +$16.3K +152 +5%
GWMIA
457
Global Wealth Management Investment Advisory
Florida
$314K – – –
SFG
458
SevenBridge Financial Group
Pennsylvania
$312K – – –
WA
459
Wealth Alliance
New York
$311K +$311K +2,897 New
PPW
460
Pinnacle Private Wealth
Massachusetts
$307K +$307K +2,860 New
BIA
461
Bigelow Investment Advisors
Maine
$306K +$22.9K +213 +8%
CAL
462
Capital Analysts LLC
Pennsylvania
$306K +$23.2K +216 +8%
HKIM
463
Hayek Kallen Investment Management
Alabama
$303K +$303K +2,825 New
CPA
464
Capital Planning Advisors
California
$302K – – –
MPW
465
Melone Private Wealth
Michigan
$300K +$300K +2,795 New
FPCP
466
Fort Point Capital Partners
California
$299K – – –
MA
467
MAS Advisors
Florida
$299K +$299K +2,788 New
KL
468
KilterHowling LLC
Colorado
$296K +$296K +2,758 New
CASB
469
Cape Ann Savings Bank
Massachusetts
$296K – – –
Bessemer Group
470
Bessemer Group
New Jersey
$295K -$26.8K -250 -8%
PA
471
Pinnacle Associates
New York
$295K +$26.8K +250 +10%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$291K +$537 +5 +0.2%
PCM
473
Parsons Capital Management
Rhode Island
$290K +$290K +2,700 New
GWS
474
Glassman Wealth Services
Virginia
$290K +$290K +2,705 New
HCM
475
Hollencrest Capital Management
California
$288K +$288K +2,681 New
17 18
19
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