SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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 %
AIA
651
Ally Invest Advisors
North Carolina
$270K +$270K +2,588 New
RB
652
Renasant Bank
Mississippi
$269K – – –
HCM
653
Hamlin Capital Management
New York
$267K -$825K -7,908 -76%
WFAG
654
Worth Financial Advisory Group
North Carolina
$267K +$267K +2,558 New
WIM
655
WealthPlan Investment Management
Nebraska
$266K – – –
WP
656
WealthPLAN Partners
Nebraska
$265K +$265K +2,541 New
D
657
Diversified
Delaware
$260K +$260K +2,494 New
EWM
658
Endurance Wealth Management
Rhode Island
$257K – – –
AF
659
Advisornet Financial
Minnesota
$256K -$482K -4,624 -65%
BHWM
660
Beaird Harris Wealth Management
Texas
$254K +$254K +2,437 New
BFG
661
Beacon Financial Group
Texas
$253K -$1.44M -13,817 -85%
OAM
662
Oppenheimer Asset Management
New York
$252K +$252K +2,416 New
WDG
663
Wealth Dimensions Group
Ohio
$246K – – –
LA
664
Lane & Associates
New Jersey
$244K +$244K +2,336 New
FCM
665
Firestone Capital Management
Florida
$241K +$241K +2,315 New
GIA
666
Goodwin Investment Advisory
Georgia
$241K -$593K -5,683 -71%
PIM
667
Provident Investment Management
Michigan
$240K -$600K -5,750 -71%
GPA
668
Guidance Point Advisors
Massachusetts
$240K -$778K -7,464 -76%
CCM
669
Coldstream Capital Management
Washington
$240K +$240K +2,298 New
BSB
670
Bangor Savings Bank
Maine
$238K -$18.2K -175 -7%
MCCP
671
Mission Creek Capital Partners
California
$236K +$236K +2,265 New
FCM
672
Family Capital Management
Michigan
$236K +$236K +2,265 New
RP
673
Riverwater Partners
Wisconsin
$232K +$232K +2,227 New
DP
674
Denver PWM
Colorado
$232K +$232K +2,224 New
AA
675
Argent Advisors
Louisiana
$230K +$230K +2,210 New
25 26
27
28 29