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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 %
VC
501
Veracity Capital
Georgia
$448K +$448K +4,360 New
FVWA
502
Foster Victor Wealth Advisors
South Carolina
$447K -$37.7K -367 -8%
GFPC
503
Global Financial Private Client
Florida
$445K +$81.3K +792 +22%
FF
504
FourThought Financial
Florida
$445K -$440K -4,288 -50%
WWM
505
Wiser Wealth Management
Georgia
$437K +$437K +4,260 New
LWP
506
Lumature Wealth Partners
Georgia
$434K -$272K -2,648 -39%
KA
507
Kovack Advisors
Florida
$432K – – –
OAM
508
Occidental Asset Management
California
$431K +$71.4K +695 +20%
GAM
509
Gould Asset Management
California
$430K -$22.1K -215 -5%
WL
510
WIT LLC
District of Columbia
$429K -$821 -8 -0.2%
LWMG
511
Levy Wealth Management Group
Pennsylvania
$428K +$428K +4,171 New
SIM
512
Stratos Investment Management
Ohio
$421K -$49.7K -484 -11%
AA
513
Auxano Advisors
Washington
$416K – – –
AIM
514
AMI Investment Management
Indiana
$408K -$4.83K -47 -1%
RFP
515
Roth Financial Partners
Texas
$405K -$729K -7,107 -64%
BWM
516
Benchmark Wealth Management
Connecticut
$402K – – –
DC
517
DeDora Capital
California
$402K +$402K +3,920 New
TI
518
Tidal Investments
Wisconsin
$399K – – –
PO
519
Private Ocean
California
$394K +$2.15K +21 +0.5%
SAF
520
Smith Anglin Financial
Texas
$392K +$138K +1,349 +55%
AFC
521
AFT Forsyth & Company
Florida
$391K -$10.3K -100 -3%
WF
522
Warner Financial
Maryland
$388K – – –
AWA
523
Arete Wealth Advisors
Illinois
$387K +$387K +3,769 New
C1AG
524
Client 1st Advisory Group
Florida
$381K – – –
RWA
525
RGT Wealth Advisors
Texas
$378K -$830K -8,083 -69%
19 20
21
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