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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 %
GP
451
Girard Partners
Pennsylvania
$619K +$410K +3,997 +196%
EFS
452
Econ Financial Services
Pennsylvania
$618K -$802K -7,806 -56%
WA
453
Wealth Alliance
New York
$618K +$333K +3,245 +117%
HWA
454
HCR Wealth Advisors
California
$616K +$406K +3,950 +193%
CCG
455
Chatham Capital Group
Georgia
$601K -$51.4K -500 -8%
HI
456
Harbour Investments
Wisconsin
$588K – – –
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$586K -$154K -1,501 -21%
GIA
458
Gladstone Institutional Advisory
Florida
$582K +$77.3K +753 +15%
IPW
459
Intergy Private Wealth
Colorado
$565K -$302K -2,940 -35%
BWP
460
BSW Wealth Partners
Colorado
$559K -$32.4K -315 -5%
HNB
461
Huntington National Bank
Ohio
$559K -$570K – –
WAL
462
W Advisors LLC
Tennessee
$557K +$557K +5,425 New
BFEC
463
Benjamin F. Edwards & Company
Missouri
$553K +$260K +2,536 +89%
CWM
464
Cornerstone Wealth Management
Missouri
$552K +$99.4K +969 +22%
Baird Financial Group
465
Baird Financial Group
Wisconsin
$547K -$34.6M -336,834 -98%
BFA
466
Beacon Financial Advisory
Ohio
$545K – – –
SAG
467
Spotlight Asset Group
Illinois
$544K +$544K +5,300 New
BFA
468
BMS Financial Advisors
South Dakota
$543K +$218K +2,128 +67%
SWM
469
SigFig Wealth Management
California
$540K +$211K +2,198 +64%
SL
470
Sentinus LLC
Illinois
$538K +$538K +5,241 New
AWA
471
Aletheian Wealth Advisors
Washington
$521K -$16.2K -158 -3%
WFA
472
Wipfli Financial Advisors
Wisconsin
$521K +$521K +5,072 New
HSWM
473
Hubbell Strickland Wealth Management
Louisiana
$512K +$15.4K +150 +3%
CM
474
Columbus Macro
Pennsylvania
$505K -$65K -634 -11%
FB
475
First Bancorp
Maine
$505K +$505K +4,915 New
17 18
19
20 21