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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of New York Mellon
New York
+$467M
2
Franklin Resources
Franklin Resources
California
+$182M
3
OWM
Orgel Wealth Management
Wisconsin
+$122M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$356M
2
AWA
Arete Wealth Advisors
Illinois
-$159M
3
Cerity Partners
Cerity Partners
New York
-$42.1M
4
WL
WIT LLC
District of Columbia
-$37.4M
5
TF
TIAA FSB
Florida
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
476
TNF
Montana
$719K -$21.6K -206 -3%
FC
477
FCA Corp
Texas
$718K – – –
AIA
478
Armor Investment Advisors
North Carolina
$715K -$20.3K -195 -3%
CTA
479
Colonial Trust Advisors
South Carolina
$712K +$19.4K +186 +3%
CWMU
480
Caliber Wealth Management (Utah)
Utah
$705K +$705K +6,762 New
VNIM
481
Vaughan Nelson Investment Management
Texas
$703K -$293K -2,815 -29%
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$702K +$429K +4,110 +157%
MWP
483
Madison Wealth Partners
Wisconsin
$699K -$28.4K -272 -4%
DIA
484
Dean Investment Associates
Ohio
$693K – – –
RF
485
Resolute Financial
Massachusetts
$668K +$416K +3,985 +165%
IC
486
Inscription Capital
Texas
$666K – – –
WPW
487
Waldron Private Wealth
Pennsylvania
$664K – – –
KC
488
Kades & Cheifetz
Pennsylvania
$663K +$663K +6,360 New
TCB
489
Texas Capital Bancshares
Texas
$658K +$658K +6,315 New
SIS
490
Strategic Investment Solutions
Illinois
$649K +$649K +6,177 New
VWM
491
Venturi Wealth Management
Texas
$647K +$5.32K +51 +0.8%
IA
492
IFG Advisory
Georgia
$647K -$121K -1,158 -16%
WTB
493
Washington Trust Bank
Washington
$645K +$645K +6,182 New
LW
494
Libra Wealth
California
$644K – – –
VNA
495
Valley National Advisers
Pennsylvania
$641K +$306K +2,926 +91%
PIMG
496
Patriot Investment Management Group
Tennessee
$637K +$637K +6,064 New
IAA
497
Ironsides Asset Advisors
North Carolina
$636K – – –
FSG
498
Financial Strategies Group
Michigan
$628K -$384K -3,680 -38%
WAL
499
W Advisors LLC
Tennessee
$627K +$61.6K +591 +11%
HWA
500
HCR Wealth Advisors
California
$626K – – –
18 19
20
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