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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
+$126K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$350M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$63.2M
3
Morgan Stanley
Morgan Stanley
New York
$300M
4
EAM
Eagle Asset Management
Florida
$45.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$129M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$528K
2
UBS Group
UBS Group
Switzerland
$119M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$288M
4
MMA
Miracle Mile Advisors
California
$0
5
Jane Street
Jane Street
New York
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
501
Cooper/Haims Advisors
New York
$233K +$233K +2,170 New
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$230K -$41.3K -385 -15%
CFG
503
Citizens Financial Group
Rhode Island
$229K +$229K +2,133 New
OGF
504
Orin Green Financial
California
$228K – – –
HDIM
505
Hanson & Doremus Investment Management
Vermont
$228K – – –
ML
506
McAdam LLC
Pennsylvania
$228K +$10.7K +100 +5%
WFA
507
Wipfli Financial Advisors
Wisconsin
$228K – – –
RSWM
508
Robertson Stephens Wealth Management
California
$227K +$2.14K +20 +1%
RWI
509
Red Wave Investments
Pennsylvania
$225K +$225K +2,096 New
CFA
510
Cahill Financial Advisors
Minnesota
$224K -$70.4K -656 -24%
SFP
511
Strategic Financial Planning
Texas
$221K -$170K -1,579 -43%
WCA
512
Westover Capital Advisors
Delaware
$218K +$218K +2,035 New
SVWAG
513
Sound View Wealth Advisors Group
Georgia
$215K – – –
SMA
514
Sage Mountain Advisors
Georgia
$215K – – –
JAG
515
Journey Advisory Group
Kentucky
$215K – – –
APIM
516
Agate Pass Investment Management
Washington
$215K +$215K +1,999 New
CA
517
Cornerstone Advisory
Maryland
$214K +$214K +2,000 New
FWP
518
FAS Wealth Partners
Kansas
$212K +$429 +4 +0.2%
LWP
519
Legacy Wealth Planning
Nevada
$209K -$90.5K -844 -30%
CPSC
520
Carl P. Sherr & Co
Massachusetts
$207K – – –
DADC
521
D.A. Davidson & Co
Montana
$206K -$322 -3 -0.2%
FI
522
Financial Insights
Washington
$206K – – –
OWA
523
Octavia Wealth Advisors
Ohio
$206K – – –
WF
524
Warner Financial
Maryland
$203K +$203K +1,890 New
IAIM
525
International Assets Investment Management
Florida
$201K -$20.6K -192 -9%
19 20
21
22 23