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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 %
MA
801
MUFG Americas
New York
– – -18,588 Closed
VPIM
802
Vanguard Personalized Indexing Management
California
– – -17,743 Closed
PWM
803
Praetorian Wealth Management
California
– – -13,822 Closed
PPW
804
Parcion Private Wealth
Washington
– – -13,649 Closed
BDWCC
805
B&D White Capital Company
Texas
– – -11,940 Closed
GIM
806
Greenwich Investment Management
Connecticut
– – -11,521 Closed
AWM
807
AAF Wealth Management
Massachusetts
– – -10,685 Closed
WC
808
Wexford Capital
Florida
– – -9,511 Closed
Millennium Management
809
Millennium Management
New York
– – -8,187 Closed
CB
810
Commerce Bank
Missouri
– – -8,013 Closed
HPWM
811
Highland Private Wealth Management
Washington
– – -7,504 Closed
EFS
812
Econ Financial Services
Pennsylvania
– – -6,016 Closed
GIA
813
Gladstone Institutional Advisory
Florida
– – -5,669 Closed
SL
814
Sentinus LLC
Illinois
– – -5,241 Closed
SA
815
Shilanski & Associates
Alaska
– – -4,827 Closed
Susquehanna International Group
816
Susquehanna International Group
Pennsylvania
– – -4,723 Closed
GLLW
817
Graves Light Lenhart Wealth
Virginia
– – -4,573 Closed
FVWA
818
Foster Victor Wealth Advisors
South Carolina
– – -4,347 Closed
LWP
819
Lumature Wealth Partners
Georgia
– – -4,228 Closed
AIM
820
AMI Investment Management
Indiana
– – -3,972 Closed
RFP
821
Roth Financial Partners
Texas
– – -3,947 Closed
TFF
822
The Family Firm
Maryland
– – -3,602 Closed
HWM
823
Hohimer Wealth Management
Washington
– – -3,543 Closed
CPA
824
Capital Planning Advisors
California
– – -2,813 Closed
RFN
825
RDA Financial Network
Iowa
– – -2,800 Closed
31 32
33
34 35