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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.3%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$619M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$507M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$158M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$246M
5
Creative Planning
5
Creative Planning
Kansas
$46.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.19B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$132M
3
SEI Investments
3
SEI Investments
Pennsylvania
$205M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$547K
5
Goldman Sachs
5
Goldman Sachs
New York
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$18.5M 179,854 +31,032 +21%
JF
52
JSF Financial
California
$17.9M 174,682 +174,682 New
CG
53
Colony Group
Massachusetts
$17.7M 171,995 +6,127 +4%
MWP
54
Meridian Wealth Partners
Pennsylvania
$16.6M 161,455 +13,479 +9%
NA
55
NewEdge Advisors
Louisiana
$16.2M 157,988 +12,030 +8%
AIA
56
Alera Investment Advisors
Illinois
$16.1M 156,615 +29,111 +23%
ST
57
Smithfield Trust
Pennsylvania
$15.7M 153,022 -126,509 -45%
AC
58
Apella Capital
Connecticut
$15.3M 148,862 +36,099 +32%
ZCA
59
Zeke Capital Advisors
Pennsylvania
$15.3M 148,805 -4,703 -3%
BC
60
Brio Consultants
California
$15.1M 147,390 +79,291 +116%
HCM
61
Horiko Capital Management
New York
$15.1M 146,700 +25,800 +21%
CCA
62
Column Capital Advisors
Indiana
$15.1M 146,642 +16,614 +13%
WFA
63
West Financial Advisors
Iowa
$15M 146,413 -71,242 -33%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$14.8M 143,882 -6,046 -4%
ERIM
65
Eagle Ridge Investment Management
Connecticut
$14.8M 143,820 +143,820 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$14.5M 141,058 -6,708 -5%
RWB
67
RMR Wealth Builders
New Jersey
$14M 136,619 +54,914 +67%
TCM
68
TD Capital Management
Tennessee
$13.7M 133,496 -14,772 -10%
MWM
69
Modera Wealth Management
New Jersey
$13.2M 128,212 -13,176 -9%
IAN
70
Integrated Advisors Network
Texas
$12.9M 125,516 -31,105 -20%
Cerity Partners
71
Cerity Partners
New York
$12.1M 117,520 +35,444 +43%
HWA
72
Heartwood Wealth Advisors
Virginia
$11.8M 114,530 +5,625 +5%
M&T Bank
73
M&T Bank
New York
$11.2M 109,027 +20,563 +23%
BA
74
Bridgewater Advisors
New York
$11.1M 107,893 -2,791 -3%
WWM
75
Windsor Wealth Management
Indiana
$10.7M 104,054 +20,242 +24%
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