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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 %
VPP
451
Vertex Planning Partners
Illinois
$813K +$813K +7,799 New
Wealthfront Advisers
452
Wealthfront Advisers
California
$813K +$540K +5,175 +198%
ZIM
453
Zacks Investment Management
Illinois
$798K -$18.4K -176 -2%
RPCA
454
Running Point Capital Advisors
California
$787K -$26.4K -253 -3%
CAMG
455
CWA Asset Management Group
Florida
$787K -$487K -4,675 -38%
DWM
456
Defined Wealth Management
Oregon
$787K +$787K +7,546 New
CMBA
457
C.M. Bidwell & Associates
Hawaii
$784K – – –
SAM
458
SP Asset Management
California
$782K – – –
CWS
459
Cypress Wealth Services
California
$780K -$97.6K -936 -11%
WA
460
Wealth Alliance
New York
$775K +$147K +1,413 +23%
PW
461
Peninsula Wealth
California
$773K +$507K +4,867 +191%
Betterment LLC
462
Betterment LLC
New York
$773K -$54.1K -519 -7%
FT
463
Fiduciary Trust
Massachusetts
$769K +$1.98K +19 +0.3%
RIA
464
Regal Investment Advisors
Michigan
$768K +$452K +4,337 +143%
CSPIA
465
Cary Street Partners Investment Advisory
Virginia
$762K +$762K +7,310 New
ACP
466
Aviance Capital Partners
Florida
$752K -$76.4K -733 -9%
DWA
467
Delap Wealth Advisory
Oregon
$750K +$750K +7,193 New
WT
468
Whittier Trust
California
$749K -$10.4K -100 -1%
BWM
469
BCGM Wealth Management
Indiana
$748K +$79.3K +761 +12%
WHCI
470
W.H. Cornerstone Investments
Massachusetts
$742K +$742K +7,078 New
CM
471
Columbus Macro
Pennsylvania
$732K +$219K +2,102 +43%
RSWM
472
Robertson Stephens Wealth Management
California
$731K -$3.79M -36,370 -84%
CPW
473
Catalyst Private Wealth
California
$728K -$626K -6,000 -46%
GFPC
474
Global Financial Private Client
Florida
$723K +$271K +2,602 +60%
SWP
475
Summit Wealth Partners
Florida
$721K -$111K -1,060 -13%
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