SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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 %
HI
576
Hendershot Investments
Virginia
$33K -$212K -1,993 -87%
SCA
577
Snowden Capital Advisors
New York
$32K -$772K -7,379 -96%
PFBT
578
Parkside Financial Bank & Trust
Missouri
$32K – – –
IFAM
579
Institutional & Family Asset Management
Colorado
$32K – – –
VNA
580
Valley National Advisers
Pennsylvania
$32K – – –
TWP
581
TFO Wealth Partners
Ohio
$32K +$32K +300 New
CWS
582
Confluence Wealth Services
Pennsylvania
$32K +$32K +300 New
KSWA
583
Kathleen S. Wright Associates
Pennsylvania
$28K +$28K +259 New
JWA
584
JFS Wealth Advisors
Pennsylvania
$26K +$6.66K +63 +34%
SCA
585
Stonebridge Capital Advisors
Minnesota
$20K – – –
AWM
586
Avior Wealth Management
Nebraska
$17K – – –
LFA
587
Level Financial Advisors
New York
$17K +$17K +158 New
Northern Trust
588
Northern Trust
Illinois
$16K +$16K +14,536 New
FA
589
Faithward Advisors
Pennsylvania
$12K – – –
HIA
590
Harbor Investment Advisory
Maryland
$11K – – –
WBC
591
West Branch Capital
Massachusetts
$11K – – –
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
BW
593
Bison Wealth
Georgia
$9K – – –
C
594
Covestor
United Kingdom
$9K +$9K +80 New
IFA
595
Interactive Financial Advisors
Illinois
$8K – – –
TF
596
TimeScale Financial
Massachusetts
$5K +$100 +1 +2%
VCM
597
Viewpoint Capital Management
Washington
$5K +$5K +50 New
Qube Research & Technologies (QRT)
598
Qube Research & Technologies (QRT)
United Kingdom
$4K – – –
ODG
599
O'Dell Group
Ohio
$3K – – –
MP
600
McDonald Partners
Ohio
$2.26K +$2.26K +21 New
22 23
24
25 26