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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$82.4M
2
1WM
2
1900 Wealth Management
Texas
$33.3M
3
Bank of America
3
Bank of America
North Carolina
$327M
4
EVM
4
Eaton Vance Management
Massachusetts
$19.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$91M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$98.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$65.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$180M
4
1CP
4
1607 Capital Partners
Virginia
$0
5
CCFM
5
Clear Creek Financial Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$5.02M 46,524 -7,791 -14%
SPP
77
Single Point Partners
Massachusetts
$5M 46,256 -353 -0.8%
CIP
78
Capital Insight Partners
Arizona
$4.95M 45,773 +17,803 +64%
EWA
79
ERTS Wealth Advisors
Michigan
$4.95M 45,764 -3,757 -8%
LA
80
LVW Advisors
New York
$4.92M 45,488 +5,690 +14%
CCM
81
Condor Capital Management
New Jersey
$4.92M 45,486 +1,571 +4%
Renaissance Technologies
82
Renaissance Technologies
New York
$4.63M 42,800 +35,940 +524%
WFA
83
West Financial Advisors
Iowa
$4.51M 41,720 +41,720 New
MWM
84
Mattern Wealth Management
Kansas
$4.49M 41,557 +5,304 +15%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$4.47M 41,371 +20,201 +95%
OC
86
Oppenheimer & Co
New York
$4.43M 40,994 +30,639 +296%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.39M 40,606 +9,509 +31%
CJA
88
C-J Advisory
California
$4.32M 39,936 +281 +0.7%
MFM
89
Mirsky Financial Management
New York
$4.17M 38,555 +239 +0.6%
MIA
90
MainStreet Investment Advisors
Illinois
$4.13M 38,211 -7,925 -17%
LNC
91
Lincoln National Corp
Pennsylvania
$4.1M 37,915 +3,234 +9%
EA
92
Efficient Advisors
Ohio
$4.03M 37,288 -1,474 -4%
WU
93
Wealthsimple US
New York
$4.03M 37,285 -312 -0.8%
Prudential Financial
94
Prudential Financial
New Jersey
$4.01M 37,088 +3,028 +9%
RRC
95
Relaxing Retirement Coach
Massachusetts
$3.97M 36,761 -35,261 -49%
SP
96
Symmetry Partners
Connecticut
$3.95M 36,491 +2,434 +7%
BOPW
97
Brandywine Oak Private Wealth
Pennsylvania
$3.9M 36,115 +674 +2%
MAS
98
Managed Account Services
Florida
$3.82M 35,283 +4,481 +15%
PP
99
PDS Planning
Ohio
$3.79M 35,090 +6 +0%
FHB
100
First Hawaiian Bank
Hawaii
$3.79M 35,035 +194 +0.6%
2 3
4
5 6