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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
2
Bank of America
Bank of America
North Carolina
$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.9M
4
US Bancorp
US Bancorp
Minnesota
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
AssetMark Inc
AssetMark Inc
California
$7.57M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
Jane Street
New York
$0
5
WCM
Windham Capital Management
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$18.4M +$360K +3,327 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$18.2M -$4.53M -41,873 -20%
BlackRock
28
BlackRock
New York
$17.3M +$5.32M +49,192 +44%
MMA
29
Miracle Mile Advisors
California
$16.9M -$225K -2,080 -1%
DC
30
Derby & Company
Massachusetts
$15.9M +$3.87M +35,827 +32%
WWM
31
Windsor Wealth Management
Indiana
$14.5M +$2.45M +22,717 +20%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$13.9M +$964K +8,921 +7%
BFA
33
Bragg Financial Advisors
North Carolina
$13M -$496K -4,588 -4%
Goldman Sachs
34
Goldman Sachs
New York
$12.6M -$328K -3,036 -3%
ZCA
35
Zeke Capital Advisors
Pennsylvania
$12.4M +$1.56M +14,402 +14%
GLLW
36
Graves Light Lenhart Wealth
Virginia
$12.1M -$37.4K -346 -0.3%
1CP
37
1607 Capital Partners
Virginia
$11.8M +$2.24M +20,745 +24%
Financial Engines Advisors
38
Financial Engines Advisors
California
$11.6M +$4.33M +40,094 +59%
IA
39
Independence Advisors
Pennsylvania
$11.1M -$167K -1,542 -1%
QAM
40
QCI Asset Management
New York
$10.7M +$8.03M +74,238 +295%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$10.7M +$2.81M +26,045 +36%
CCFM
42
Clear Creek Financial Management
Washington
$10.5M +$10.5M +97,458 New
IAN
43
Integrated Advisors Network
Texas
$10.4M +$83.2K +770 +0.8%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M -$13.4M -123,821 -57%
MG
45
Mather Group
Illinois
$9.77M +$1.51M +13,971 +18%
CFMC
46
Curbstone Financial Management Corp
New Hampshire
$9.21M +$21.6K +200 +0.2%
EH
47
Equitable Holdings
New York
$9.16M -$154K -1,422 -2%
AWE
48
Avidian Wealth Enterprises
Texas
$9.03M +$2.66M +24,611 +42%
Principal Financial Group
49
Principal Financial Group
Iowa
$8.79M – – –
AIM
50
Allen Investment Management
New York
$8.19M – – –
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