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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$149M
2
TF
TIAA FSB
Florida
$50.6M
3
BlackRock
BlackRock
New York
$38.9M
4
Jane Street
Jane Street
New York
$25.5M
5
Morgan Stanley
Morgan Stanley
New York
$201M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$17.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.24M
3
Financial Engines Advisors
Financial Engines Advisors
California
$5.16M
4
US Bancorp
US Bancorp
Minnesota
$91.5M
5
WWM
Windsor Wealth Management
Indiana
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
501
Interactive Financial Advisors
Illinois
$8K +$103 +1 +1%
LWM
502
Liberty Wealth Management
California
$7K – – –
Bank of Montreal
503
Bank of Montreal
Ontario, Canada
$6K -$1.24M -11,153 -100%
GRP
504
Global Retirement Partners
California
$5K – – –
TF
505
TimeScale Financial
Massachusetts
$5K – – –
WWM
506
Wagner Wealth Management
South Carolina
$5K +$5K +42 New
ADIM
507
Alpha DNA Investment Management
Maryland
$5K +$5K +51 New
LWA
508
Lenox Wealth Advisors
New York
$4K +$216 +2 +6%
BBHC
509
Brown Brothers Harriman & Co
New York
$270 – – –
SWM
510
Sugarloaf Wealth Management
Georgia
$49 -$2.55K -1,458 -98%
Renaissance Technologies
511
Renaissance Technologies
New York
– -$4.63M -42,800 Closed
JSA
512
Jacobson & Schmitt Advisors
Wisconsin
– -$3.09M -28,580 Closed
GC
513
Guggenheim Capital
Illinois
– -$2.91M -26,950 Closed
AWA
514
Aaron Wealth Advisors
Illinois
– -$2.47M -22,887 Closed
HCM
515
Horiko Capital Management
New York
– -$1.47M -13,600 Closed
HFA
516
Hoover Financial Advisors
Pennsylvania
– -$566K -5,238 Closed
SS
517
Simplicity Solutions
Minnesota
– -$505K -4,672 Closed
FAIM
518
Financial Advocates Investment Management
Washington
– -$264K -3,680 Closed
AIP
519
Ahrens Investment Partners
Louisiana
– -$324K -3,000 Closed
LNWTC
520
Laird Norton Wetherby Trust Company
Washington
– -$308K -2,852 Closed
WFWM
521
Wechter Feldman Wealth Management
New Jersey
– -$273K -2,523 Closed
T
522
TRUADVICE
Florida
– -$257K -2,372 Closed
BWM
523
Benchmark Wealth Management
Connecticut
– -$250K -2,316 Closed
OGF
524
Orin Green Financial
California
– -$233K -2,153 Closed
AA
525
Argent Advisors
Louisiana
– -$220K -2,037 Closed
18 19 20
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