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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$149M
2
TF
2
TIAA FSB
Florida
$50.6M
3
BlackRock
3
BlackRock
New York
$38.9M
4
Jane Street
4
Jane Street
New York
$25.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$201M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$17.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.24M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.16M
4
US Bancorp
4
US Bancorp
Minnesota
$91.5M
5
WWM
5
Windsor Wealth Management
Indiana
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MPM
51
Meritage Portfolio Management
Kansas
$9.92M 92,020 +6,215 +7%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$9.66M 89,550 +2,900 +3%
FCH
53
Freestone Capital Holdings
Washington
$8.97M 83,194 +13,645 +20%
PWLP
54
Prio Wealth Limited Partnership
Massachusetts
$8.61M 79,884 +20,370 +34%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$8.59M 79,665 +12,378 +18%
ANTB
56
AMG National Trust Bank
Colorado
$8.52M 78,982 +323 +0.4%
Creative Planning
57
Creative Planning
Kansas
$8.39M 77,798 -154 -0.2%
ACM
58
AUA Capital Management
Pennsylvania
$8.38M 77,724 – –
1CP
59
1607 Capital Partners
Virginia
$8.38M 77,700 +77,700 New
AssetMark Inc
60
AssetMark Inc
California
$8.2M 76,022 +4,331 +6%
AIM
61
Allen Investment Management
New York
$8.17M 75,749 – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$8.16M 75,684 +35,078 +86%
SWM
63
Spire Wealth Management
Virginia
$7.69M 71,353 +71,353 New
KIM
64
Karpus Investment Management
New York
$7.69M 71,296 -58,308 -45%
HWA
65
Heartwood Wealth Advisors
Virginia
$7.67M 71,134 +66,982 +1,613%
SIA
66
Soltis Investment Advisors
Utah
$7.47M 69,271 +21,621 +45%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$7.21M 66,860 +14,323 +27%
M&T Bank
68
M&T Bank
New York
$7.05M 65,397 +42,495 +186%
WFA
69
West Financial Advisors
Iowa
$7.05M 65,381 +23,661 +57%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$7.01M 64,979 +915 +1%
PI
71
PFS Investments
Georgia
$6.91M 64,072 +14,093 +28%
EWA
72
ERTS Wealth Advisors
Michigan
$6.7M 62,124 +16,360 +36%
WJA
73
Willis Johnson & Associates
Texas
$6.67M 61,864 +1,029 +2%
Principal Financial Group
74
Principal Financial Group
Iowa
$6.4M 59,374 -9,000 -13%
OC
75
Oppenheimer & Co
New York
$5.91M 54,827 +13,833 +34%
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