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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$1K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.1B
2
Franklin Resources
2
Franklin Resources
California
$183M
3
OWM
3
Orgel Wealth Management
Wisconsin
$122M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$635M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$369M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$855M
2
AWA
2
Arete Wealth Advisors
Illinois
$234M
3
Cerity Partners
3
Cerity Partners
New York
$89.1M
4
WL
4
WIT LLC
District of Columbia
$398M
5
TF
5
TIAA FSB
Florida
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
576
Foster Group
Iowa
$393K -$1.17M -11,250 -75%
NL
577
Navalign LLC
California
$388K +$388K +3,720 New
C1AG
578
Client 1st Advisory Group
Florida
$387K – – –
SIM
579
Stratos Investment Management
Ohio
$385K -$42.5K -408 -10%
ACA
580
Atlas Capital Advisors
Wyoming
$383K +$12.8K +123 +3%
MFA
581
Millington Financial Advisors
Illinois
$382K +$382K +3,667 New
CBFP
582
Cedar Brook Financial Partners
Ohio
$379K -$262K -2,509 -41%
PCWA
583
Pacific Capital Wealth Advisors
California
$376K -$5.01K -48 -1%
RIA
584
Realta Investment Advisors
Delaware
$375K +$327K +3,139 +690%
DWM
585
Destination Wealth Management
California
$374K +$3.44K +33 +0.9%
TCA
586
Transcend Capital Advisors
New Jersey
$372K +$103K +987 +38%
FHA
587
Flagship Harbor Advisors
Massachusetts
$370K +$370K +3,551 New
AAS
588
Annex Advisory Services
Wisconsin
$370K -$1.04M -9,969 -74%
LA
589
Legacy Advisors
Pennsylvania
$368K – – –
PWA
590
Pillar Wealth Advisors
Pennsylvania
$366K -$2.08M -19,990 -85%
ACM
591
Antonetti Capital Management
Florida
$366K -$146K -1,396 -28%
FA
592
Financial Alternatives
California
$364K +$364K +3,495 New
CA
593
Calton & Associates
Florida
$358K +$358K +3,431 New
OFG
594
Orcam Financial Group
California
$356K – – –
AFP
595
Ausdal Financial Partners
Iowa
$355K -$2.82K -27 -0.8%
GL
596
Graypoint LLC
New York
$353K +$106K +1,018 +43%
RF
597
RHS Financial
California
$347K +$36.3K +348 +12%
BA
598
Ballast Advisors
Minnesota
$345K -$1.15K -11 -0.3%
COCM
599
Charter Oak Capital Management
New Hampshire
$345K -$21K -201 -6%
PFGIA
600
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$344K +3,302 New
22 23
24
25 26