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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.

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
1
Bank of New York Mellon
New York
$1.1B
2
Franklin Resources
2
Franklin Resources
California
$183M
3
OWM
3
Orgel Wealth Management
Wisconsin
$122M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$635M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$369M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$855M
2
AWA
2
Arete Wealth Advisors
Illinois
$234M
3
Cerity Partners
3
Cerity Partners
New York
$89.1M
4
WL
4
WIT LLC
District of Columbia
$398M
5
TF
5
TIAA FSB
Florida
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$79.5M 762,369 +56,529 +8%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$78.9M 756,757 +223,268 +42%
PFO
28
Pathstone Family Office
New Jersey
$75.5M 715,466 +678,386 +1,830%
MWM
29
Merriman Wealth Management
Washington
$67.9M 650,876 +553,151 +566%
GC
30
Grimes & Company
Massachusetts
$65.6M 629,345 +629,345 New
SHGA
31
Sand Hill Global Advisors
California
$62.3M 597,028 +204,687 +52%
APP
32
Avantax Planning Partners
Iowa
$61.5M 590,128 -2,869 -0.5%
EI
33
Ellevest Inc
New York
$59.1M 566,381 +11,341 +2%
Osaic Holdings
34
Osaic Holdings
Arizona
$58.8M 563,761 +88,056 +19%
HIG
35
Heritage Investment Group
Florida
$56M 536,675 +493,614 +1,146%
OCM
36
One Capital Management
California
$49.2M 471,655 +3,446 +0.7%
AF
37
Allworth Financial
California
$44.8M 429,997 +117,898 +38%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$42.8M 410,787 +158,463 +63%
BPA
39
Beacon Pointe Advisors
California
$39M 373,886 +15,163 +4%
AWM
40
Angeles Wealth Management
California
$38M 363,970 +16,810 +5%
WCM
41
Windham Capital Management
Massachusetts
$34M 326,499 -42,097 -11%
B
42
Bailard
California
$33.6M 322,528 +13,824 +4%
RJA
43
Raymond James & Associates
Florida
$33.3M 319,655 -61,732 -16%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$31.4M 300,786 +300,786 New
CCA
45
Column Capital Advisors
Indiana
$30.7M 294,042 +147,400 +101%
RBCM
46
Raub Brock Capital Management
California
$29.8M 286,185 +855 +0.3%
PCIG
47
Partners Capital Investment Group
Massachusetts
$29.5M 282,643 +201,780 +250%
MML Investors Services
48
MML Investors Services
Massachusetts
$28.7M 275,527 +49,021 +22%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$28M 268,837 +27,929 +12%
CWM
50
Cahaba Wealth Management
Georgia
$27.4M 262,990 +18,468 +8%
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