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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 %
BRWA
601
B. Riley Wealth Advisors
Florida
$342K +$342K +3,277 New
IAIM
602
International Assets Investment Management
Florida
$342K -$35K -336 -9%
FFM
603
Flagstone Financial Management
Nebraska
$341K +$341K +3,274 New
HSWM
604
Hubbell Strickland Wealth Management
Louisiana
$340K -$180K -1,724 -35%
GWMIA
605
Global Wealth Management Investment Advisory
Florida
$336K +$18.9K +181 +6%
PMG
606
ProVise Management Group
Florida
$336K -$27K -259 -7%
BFA
607
BMS Financial Advisors
South Dakota
$332K -$236K -2,198 -42%
AWM
608
Apollon Wealth Management
South Carolina
$332K +$118K +1,129 +55%
PFA
609
Pure Financial Advisors
California
$332K +$332K +3,180 New
AWA
610
Alta Wealth Advisors
Massachusetts
$329K +$329K +3,157 New
SS
611
Sunbelt Securities
Texas
$325K -$156K -1,494 -32%
NFP
612
NorthLanding Financial Partners
New York
$324K +$83.4K +800 +35%
HSA
613
HBK Sorce Advisory
Pennsylvania
$324K +$107K +1,023 +49%
NFSG
614
Newbridge Financial Services Group
Florida
$323K – – –
KPWG
615
KFA Private Wealth Group
Virginia
$315K +$315K +3,023 New
HKIM
616
Hayek Kallen Investment Management
Alabama
$315K – – –
WFA
617
Wellspring Financial Advisors
Ohio
$315K +$315K +3,019 New
WEG
618
World Equity Group
Illinois
$314K +$11.1K +106 +4%
ICG
619
InterOcean Capital Group
Tennessee
$314K +$101K +970 +48%
AC
620
ASB Consultores
Florida
$314K +$314K +3,007 New
EHC
621
Everett Harris & Co
California
$313K – – –
LFG
622
Lockerman Financial Group
California
$309K -$2.29M -22,008 -88%
HGWM
623
Horst & Graben Wealth Management
Oregon
$308K +$1.15K +11 +0.4%
FMWA
624
Forvis Mazars Wealth Advisors
Missouri
$306K +$306K +2,936 New
DCM
625
Donaldson Capital Management
Indiana
$306K +$306K +2,936 New
23 24
25
26 27