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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
+$126K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$350M
2
TCBWMS
2
Texas Capital Bank Wealth Management Services
Texas
$63.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$300M
4
EAM
4
Eagle Asset Management
Florida
$45.6M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$129M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$528K
2
UBS Group
2
UBS Group
Switzerland
$119M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$288M
4
MMA
4
Miracle Mile Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$12.7M 118,443 +22,091 +23%
GLLW
52
Graves Light Lenhart Wealth
Virginia
$12.6M 117,798 -15,522 -12%
BCI
53
Brinker Capital Investments
Pennsylvania
$12.4M 115,433 -8,133 -7%
MG
54
Mather Group
Illinois
$11.8M 110,208 -9,341 -8%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$11.7M 109,078 +85,642 +365%
MWM
56
Modera Wealth Management
New Jersey
$11.6M 108,486 +4,823 +5%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$10.8M 100,609 +7,932 +9%
AC
58
Apella Capital
Connecticut
$10.6M 98,883 +6,090 +7%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$10.3M 96,006 +10,839 +13%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$10M 93,256 +5,580 +6%
JPG
61
Jordan Park Group
California
$9.67M 90,070 +12,655 +16%
FCH
62
Freestone Capital Holdings
Washington
$9.61M 89,503 -6,010 -6%
MPM
63
Meritage Portfolio Management
Kansas
$9.56M 89,033 -783 -0.9%
PWLP
64
Prio Wealth Limited Partnership
Massachusetts
$9.47M 88,181 +1,385 +2%
ACM
65
AUA Capital Management
Pennsylvania
$9.47M 88,155 +1,834 +2%
APP
66
Avantax Planning Partners
Iowa
$9.41M 87,597 +70,366 +408%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$8.81M 82,073 +8,296 +11%
BFA
68
Bragg Financial Advisors
North Carolina
$8.73M 81,185 – –
OC
69
Oppenheimer & Co
New York
$8.63M 80,391 +2,225 +3%
EWA
70
ERTS Wealth Advisors
Michigan
$8.59M 79,963 +7,214 +10%
1CP
71
1607 Capital Partners
Virginia
$8.54M 79,500 -12,000 -13%
Principal Financial Group
72
Principal Financial Group
Iowa
$8.42M 78,374 – –
Creative Planning
73
Creative Planning
Kansas
$8.29M 77,236 +3,494 +5%
HWA
74
Heartwood Wealth Advisors
Virginia
$8.27M 77,049 +2,017 +3%
CFMC
75
Curbstone Financial Management Corp
New Hampshire
$8.17M 76,050 -500 -0.7%
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