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 %
WOSD
676
WFA of San Diego
California
$230K +$6.05K +58 +3%
ML
677
McAdam LLC
Pennsylvania
$228K -$1.97M -18,359 -90%
MSFS
678
Main Street Financial Solutions
Pennsylvania
$227K +$227K +2,179 New
CWM
679
Centurion Wealth Management
Virginia
$226K +$226K +2,165 New
BSWM
680
Boston Standard Wealth Management
Massachusetts
$225K -$1.25K -12 -0.6%
MFG
681
Merit Financial Group
Georgia
$225K +$225K +2,158 New
EP
682
Essential Planning
New Hampshire
$224K +$224K +2,183 New
CFA
683
Cahill Financial Advisors
Minnesota
$221K +$12.6K +121 +6%
TFA
684
Teamwork Financial Advisors
Texas
$220K -$254K -2,440 -54%
RGC
685
Roberts, Glore & Co
Illinois
$219K -$772K -7,400 -78%
SWA
686
Sax Wealth Advisors
New Jersey
$219K +$219K +2,100 New
RWI
687
Red Wave Investments
Pennsylvania
$219K – – –
AWC
688
Abundance Wealth Counselors
Pennsylvania
$215K +$215K +2,058 New
FRA
689
Frank Rimerman Advisors
California
$210K – – –
DADC
690
D.A. Davidson & Co
Montana
$209K +$209K +2,001 New
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$209K – – –
SMA
692
Sage Mountain Advisors
Georgia
$209K – – –
PJSIMP
693
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K -$94.3K -905 -31%
OAM
694
Occidental Asset Management
California
$207K -$230K -2,208 -53%
CFO
695
Collective Family Office
Pennsylvania
$206K -$2.64M -25,296 -93%
GCM
696
Gallacher Capital Management
Colorado
$204K +$204K +1,960 New
Fifth Third Bancorp
697
Fifth Third Bancorp
Ohio
$203K -$392K -3,763 -66%
MCC
698
Money Concepts Capital
Florida
$203K +$96.9K +929 +91%
SIC
699
Sterling Investment Counsel
New York
$202K +$202K +1,941 New
CWA
700
CJM Wealth Advisers
Virginia
$202K +$202K +1,933 New
26 27
28
29 30