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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$332M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$703M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$478M
4
Creative Planning
4
Creative Planning
Kansas
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$377M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.8M
2
EWA
2
EP Wealth Advisors
California
$5.89M
3
OWM
3
Orgel Wealth Management
Wisconsin
$4.47M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$948M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$60.3M 579,256 -155,056 -21%
EI
27
Ellevest Inc
New York
$57.7M 554,951 -1,640 -0.3%
HIG
28
Heritage Investment Group
Florida
$53.9M 518,479 -7,881 -1%
OCM
29
One Capital Management
California
$51M 490,149 +20,280 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$48M 461,438 -111,316 -19%
AF
31
Allworth Financial
California
$44.3M 425,545 -251 -0.1%
AWM
32
Angeles Wealth Management
California
$43.8M 420,847 +8,117 +2%
MWM
33
Merriman Wealth Management
Washington
$43.1M 414,216 -16,144 -4%
SL
34
Salomon & Ludwin
Virginia
$38.9M 374,221 +145,777 +64%
RJA
35
Raymond James & Associates
Florida
$37.9M 364,714 +65,428 +22%
B
36
Bailard
California
$35.3M 339,647 +106,396 +46%
LSAG
37
Lake Street Advisors Group
New Hampshire
$32.8M 315,615 +1,254 +0.4%
RBCM
38
Raub Brock Capital Management
California
$30.8M 296,380 +4,410 +2%
AC
39
Apella Capital
Connecticut
$29.8M 286,076 +286,076 New
Stifel Financial
40
Stifel Financial
Missouri
$29.5M 283,213 -14,741 -5%
UBV
41
United Bank (Virginia)
Virginia
$29.3M 282,046 +39,581 +16%
WCWM
42
Willow Creek Wealth Management
California
$29M 278,720 -726 -0.3%
MML Investors Services
43
MML Investors Services
Massachusetts
$29M 278,665 +88,187 +46%
CWM
44
Cahaba Wealth Management
Georgia
$28.4M 273,268 +1,809 +0.7%
WCM
45
Windham Capital Management
Massachusetts
$27.8M 267,538 +17,551 +7%
BPA
46
Beacon Pointe Advisors
California
$27.7M 265,879 -74,888 -22%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$27.3M 262,046 -47,442 -15%
Renaissance Technologies
48
Renaissance Technologies
New York
$26.2M 251,500 +118,800 +90%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$26.1M 250,771 +91,631 +58%
SC
50
Slow Capital
California
$25.4M 244,283 +74,756 +44%
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