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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$76.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$420M
3
Jane Street
3
Jane Street
New York
$51M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$254M
5
Creative Planning
5
Creative Planning
Kansas
$140M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$711M
2
WL
2
WIT LLC
District of Columbia
$281M
3
PFO
3
Pathstone Family Office
New Jersey
$1.35M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.03B
5
UBS Group
5
UBS Group
Switzerland
$142M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Grimes & Company
Massachusetts
$65.8M 628,412 -933 -0.1%
SHGA
27
Sand Hill Global Advisors
California
$62.7M 599,428 +2,400 +0.4%
Osaic Holdings
28
Osaic Holdings
Arizona
$60M 572,754 +8,993 +2%
EI
29
Ellevest Inc
New York
$58.3M 556,591 -9,790 -2%
APP
30
Avantax Planning Partners
Iowa
$56.8M 542,442 -47,686 -8%
HIG
31
Heritage Investment Group
Florida
$55.1M 526,360 -10,315 -2%
Jane Street
32
Jane Street
New York
$51M 486,944 +486,944 New
OCM
33
One Capital Management
California
$49.2M 469,869 -1,786 -0.4%
PCIG
34
Partners Capital Investment Group
Massachusetts
$45.8M 437,713 +155,070 +55%
MWM
35
Merriman Wealth Management
Washington
$45.1M 430,360 -220,516 -34%
AF
36
Allworth Financial
California
$44.6M 425,796 -4,201 -1%
AWM
37
Angeles Wealth Management
California
$43.2M 412,730 +48,760 +13%
BPA
38
Beacon Pointe Advisors
California
$35.7M 340,767 -33,119 -9%
LSAG
39
Lake Street Advisors Group
New Hampshire
$32.9M 314,361 +84,364 +37%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$32.4M 309,488 -101,299 -25%
RJA
41
Raymond James & Associates
Florida
$31.3M 299,286 -20,369 -6%
Stifel Financial
42
Stifel Financial
Missouri
$31.2M 297,954 +39,882 +15%
RBCM
43
Raub Brock Capital Management
California
$30.6M 291,970 +5,785 +2%
WCWM
44
Willow Creek Wealth Management
California
$29.3M 279,446 +17,455 +7%
CCA
45
Column Capital Advisors
Indiana
$28.5M 272,636 -21,406 -7%
CWM
46
Cahaba Wealth Management
Georgia
$28.4M 271,459 +8,469 +3%
WCM
47
Windham Capital Management
Massachusetts
$26.2M 249,987 -76,512 -23%
UBV
48
United Bank (Virginia)
Virginia
$25.4M 242,465 +242,465 New
MWAM
49
Manhattan West Asset Management
California
$24.6M 234,959 -10,208 -4%
B
50
Bailard
California
$24.4M 233,251 -89,277 -28%
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