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iShares Short-Term National Muni Bond ETF
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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WCWM
51
Willow Creek Wealth Management
California
$27.3M 261,991 +261,991 New
SSWM
52
Sheets Smith Wealth Management
North Carolina
$27.2M 261,277 +346 +0.1%
Stifel Financial
53
Stifel Financial
Missouri
$26.9M 258,072 -10,750 -4%
AC
54
Apella Capital
Connecticut
$25.8M 247,304 +98,442 +66%
MWAM
55
Manhattan West Asset Management
California
$25.6M 245,167 +58,577 +31%
CAG
56
Crestwood Advisors Group
Massachusetts
$25.2M 241,497 +9,435 +4%
Comerica Bank
57
Comerica Bank
Texas
$24.1M 229,765 +44,026 +24%
LSAG
58
Lake Street Advisors Group
New Hampshire
$24M 229,997 +156,219 +212%
RWM
59
Ritholtz Wealth Management
New York
$23.1M 221,979 -18,188 -8%
BSW
60
Buckingham Strategic Wealth
Missouri
$22.9M 219,507 -38,599 -15%
PAS
61
Park Avenue Securities
New York
$22.6M 216,435 +21,398 +11%
SL
62
Salomon & Ludwin
Virginia
$22.5M 216,247 +216,247 New
MAS
63
Meeder Advisory Services
Ohio
$21.5M 206,374 +206,374 New
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$21.5M 206,100 +206,100 New
Renaissance Technologies
65
Renaissance Technologies
New York
$21M 201,500 +201,500 New
DCM
66
DGS Capital Management
New Jersey
$20.5M 197,076 -4,042 -2%
HCM
67
Horiko Capital Management
New York
$20.3M 194,961 +48,261 +33%
CSWG
68
Cardinal Strategic Wealth Guidance
Kentucky
$20.3M 194,942 +194,942 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$20M 192,052 +12,198 +7%
MW
70
MBL Wealth
North Carolina
$19.4M 186,237 -2,500 -1%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$19.3M 185,321 +44,263 +31%
LFS
72
Lutz Financial Services
Nebraska
$18.4M 176,504 -221,393 -56%
NA
73
NewEdge Advisors
Louisiana
$18.3M 191,416 +33,428 +21%
SGCA
74
Steel Grove Capital Advisors
Tennessee
$18.2M 174,600 +174,600 New
KAS
75
Kestra Advisory Services
Texas
$17.7M 169,961 +131,534 +342%
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