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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 %
GWS
576
Glassman Wealth Services
Virginia
$278K – – –
FCA
577
FinTrust Capital Advisors
South Carolina
$278K +$265K +2,575 +2,044%
HF
578
HRT Financial
New York
$278K +$278K +2,713 New
First Manhattan
579
First Manhattan
New York
$277K +$123K +1,200 +80%
PCM
580
Parsons Capital Management
Rhode Island
$274K +$6.78K +66 +3%
SMG
581
Spectrum Management Group
Indiana
$274K +$147K +1,431 +116%
VWM
582
Valley Wealth Managers
New Jersey
$273K -$80.2K -781 -23%
PA
583
Procyon Advisors
Connecticut
$272K -$47.6K -463 -15%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$269K +$62.1K +604 +30%
Wealthfront Advisers
585
Wealthfront Advisers
California
$269K +$269K +2,618 New
BBHC
586
Brown Brothers Harriman & Co
New York
$267K +$10.7K +104 +4%
AAS
587
Ameritas Advisory Services
Nebraska
$267K +$51.2K +499 +24%
9WM
588
9258 Wealth Management
Ohio
$266K +$266K +2,594 New
TCA
589
Transcend Capital Advisors
New Jersey
$265K -$430K -4,185 -62%
RB
590
Renasant Bank
Mississippi
$265K – – –
WIM
591
WealthPlan Investment Management
Nebraska
$265K +$265K +2,541 New
WWM
592
Western Wealth Management
Colorado
$264K -$29.6K -288 -10%
AWMS
593
Advocacy Wealth Management Services
Georgia
$263K +$1.13K +11 +0.4%
KL
594
KilterHowling LLC
Colorado
$263K -$11.4K -111 -4%
PW
595
Peninsula Wealth
California
$262K +$262K +2,550 New
BDF
596
Black Diamond Financial
Maryland
$261K – – –
WIA
597
World Investment Advisors
California
$259K +$259K +2,519 New
SFMG
598
Sage Financial Management Group
Virginia
$253K -$237K -2,311 -48%
EWM
599
Endurance Wealth Management
Rhode Island
$253K -$20.6K -200 -8%
AGA
600
Arkos Global Advisors
Texas
$253K +$253K +2,464 New
22 23
24
25 26