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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$107M
2
Bank of America
2
Bank of America
North Carolina
$300M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$77.9M
4
US Bancorp
4
US Bancorp
Minnesota
$102M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$19.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
AssetMark Inc
2
AssetMark Inc
California
$7.57M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
4
Jane Street
New York
$0
5
WCM
5
Windham Capital Management
Massachusetts
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ANTB
51
AMG National Trust Bank
Colorado
$8M 74,014 -2,680 -3%
RRC
52
Relaxing Retirement Coach
Massachusetts
$7.79M 72,022 +33,682 +88%
AssetMark Inc
53
AssetMark Inc
California
$7.57M 70,036 -194,020 -73%
FCH
54
Freestone Capital Holdings
Washington
$7.49M 69,322 +6,776 +11%
Deutsche Bank
55
Deutsche Bank
Germany
$7.27M 67,280 -60,141 -47%
JPG
56
Jordan Park Group
California
$7.21M 66,666 +2,224 +3%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$7.15M 66,119 +2,589 +4%
NVCHI
58
New Vernon Capital Holdings II
New Jersey
$6.98M 64,597 +22,109 +52%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$6.92M 63,966 -808 -1%
M&T Bank
60
M&T Bank
New York
$6.85M 63,399 +60,023 +1,778%
BSW
61
Buckingham Strategic Wealth
Missouri
$6.7M 61,952 +24,635 +66%
MML Investors Services
62
MML Investors Services
Massachusetts
$6.59M 60,922 +25,006 +70%
VCM
63
Vivaldi Capital Management
Illinois
$6.45M 59,718 +59,718 New
KAS
64
Kestra Advisory Services
Texas
$5.87M 54,315 +54,315 New
EWA
65
ERTS Wealth Advisors
Michigan
$5.35M 49,521 +9,825 +25%
A
66
AdvicePeriod
California
$5.27M 48,729 +17,567 +56%
JIR
67
James Investment Research
Ohio
$5.19M 47,999 -1,585 -3%
Mariner
68
Mariner
Kansas
$5.17M 47,792 +25,903 +118%
SPP
69
Single Point Partners
Massachusetts
$5.04M 46,609 +2,530 +6%
MIA
70
MainStreet Investment Advisors
Illinois
$4.99M 46,136 +39,917 +642%
BPA
71
Beacon Pointe Advisors
California
$4.97M 45,980 -18,386 -29%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.92M 45,520 +10,148 +29%
CCM
73
Condor Capital Management
New Jersey
$4.75M 43,915 -412 -0.9%
Creative Planning
74
Creative Planning
Kansas
$4.63M 42,800 +39,484 +1,191%
USAA
75
United Services Automobile Association
Texas
$4.47M 41,342 +41,342 New
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