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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$107M
2
Bank of America
2
Bank of America
North Carolina
$300M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$77.9M
4
US Bancorp
4
US Bancorp
Minnesota
$102M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$19.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
AssetMark Inc
2
AssetMark Inc
California
$7.57M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
4
Jane Street
New York
$0
5
WCM
5
Windham Capital Management
Massachusetts
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$4.36M 40,318 -239 -0.6%
OIA
77
OneDigital Investment Advisors
Kansas
$4.31M 39,883 -12,130 -23%
LA
78
LVW Advisors
New York
$4.3M 39,798 +768 +2%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$4.29M 39,706 +36,781 +1,257%
CJA
80
C-J Advisory
California
$4.29M 39,655 +1,103 +3%
DF
81
Donoghue Forlines
Massachusetts
$4.26M 39,390 -3,939 -9%
SIA
82
Soltis Investment Advisors
Utah
$4.25M 39,297 +2,064 +6%
EA
83
Efficient Advisors
Ohio
$4.19M 38,762 -2,758 -7%
MFM
84
Mirsky Financial Management
New York
$4.14M 38,316 +1,779 +5%
WU
85
Wealthsimple US
New York
$4.06M 37,597 +8,302 +28%
MWM
86
Mattern Wealth Management
Kansas
$3.92M 36,253 +4,480 +14%
Truist Financial
87
Truist Financial
North Carolina
$3.91M 36,136 -18,321 -34%
SC
88
Slow Capital
California
$3.84M 35,532 -61,854 -64%
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$3.83M 35,441 -496 -1%
GC
90
Guggenheim Capital
Illinois
$3.81M 35,200 +3,200 +10%
LFS
91
Lutz Financial Services
Nebraska
$3.8M 35,105 +17,513 +100%
PP
92
PDS Planning
Ohio
$3.79M 35,084 +1,285 +4%
AC
93
Apella Capital
Connecticut
$3.79M 35,058 +10,030 +40%
FHB
94
First Hawaiian Bank
Hawaii
$3.77M 34,841 – –
LNC
95
Lincoln National Corp
Pennsylvania
$3.75M 34,681 +888 +3%
RC
96
Roundview Capital
New Jersey
$3.72M 34,442 – –
SP
97
Symmetry Partners
Connecticut
$3.68M 34,057 +148 +0.4%
Prudential Financial
98
Prudential Financial
New Jersey
$3.68M 34,060 +7,606 +29%
PFM
99
Phillips Financial Management
Indiana
$3.6M 33,287 +33,287 New
FFA
100
Fragasso Financial Advisors
Pennsylvania
$3.6M 33,255 -1,807 -5%
2 3
4
5 6