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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$619M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$507M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$158M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$246M
5
Creative Planning
5
Creative Planning
Kansas
$46.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.19B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$132M
3
SEI Investments
3
SEI Investments
Pennsylvania
$205M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$547K
5
Goldman Sachs
5
Goldman Sachs
New York
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
476
Antonetti Capital Management
Florida
$504K -$20.3K -198 -4%
LGWM
477
Litman Gregory Wealth Management
California
$504K – – –
PCMC
478
Private Capital Management (Colorado)
Colorado
$496K -$1.1M -10,731 -69%
BWP
479
Bernardo Wealth Planning
Pennsylvania
$496K -$85.6K -835 -15%
SA
480
Shilanski & Associates
Alaska
$496K +$496K +4,827 New
SIC
481
Sigma Investment Counselors
Michigan
$495K -$98.4K -959 -17%
JCM
482
Jacobsen Capital Management
Utah
$491K +$1.03K +10 +0.2%
CISOA
483
Capital Investment Services of America
Wisconsin
$488K -$51.4K -500 -10%
EIA
484
Edgemoor Investment Advisors
Maryland
$488K +$488K +4,750 New
IGWM
485
ICA Group Wealth Management
Colorado
$486K – – –
Susquehanna International Group
486
Susquehanna International Group
Pennsylvania
$485K +$485K +4,723 New
DWM
487
Doyle Wealth Management
Florida
$483K +$227K +2,211 +89%
RA
488
Riversedge Advisors
Delaware
$482K +$719 +7 +0.1%
CGFA
489
Colton Groome Financial Advisors
North Carolina
$481K -$17.9K -175 -4%
LRPA
490
L. Roy Papp & Associates
Arizona
$477K +$477K +4,650 New
SS
491
Sunbelt Securities
Texas
$473K +$473K +4,611 New
FM
492
Foster & Motley
Ohio
$470K -$62.8K -611 -12%
GLLW
493
Graves Light Lenhart Wealth
Virginia
$469K – – –
TFA
494
Teamwork Financial Advisors
Texas
$467K +$18.4K +179 +4%
TIA
495
Traphagen Investment Advisors
New Jersey
$464K – – –
KeyBank National Association
496
KeyBank National Association
Ohio
$459K – – –
UB
497
UMB Bank
Missouri
$458K -$438K -4,267 -49%
MWM
498
Mattern Wealth Management
Kansas
$458K – – –
APIM
499
Agate Pass Investment Management
Washington
$454K +$97.9K +954 +27%
SWP
500
ShoreHaven Wealth Partners
New Jersey
$454K +$454K +4,425 New
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