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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$332M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$703M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$478M
4
Creative Planning
4
Creative Planning
Kansas
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$377M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.8M
2
EWA
2
EP Wealth Advisors
California
$5.89M
3
OWM
3
Orgel Wealth Management
Wisconsin
$4.47M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$948M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
76
Tiedemann Advisors
New York
$13.1M 126,139 -11,861 -9%
TCM
77
TD Capital Management
Tennessee
$13.1M 125,743 -7,084 -5%
BOPW
78
Brandywine Oak Private Wealth
Pennsylvania
$13M 124,675 +12,559 +11%
HWA
79
Heartwood Wealth Advisors
Virginia
$12.8M 123,013 +6,695 +6%
WFA
80
West Financial Advisors
Iowa
$12.7M 121,945 -8,795 -7%
MWM
81
Modera Wealth Management
New Jersey
$12.6M 121,026 -20,472 -14%
RWM
82
Rockwood Wealth Management
Pennsylvania
$12.1M 116,519 -1,733 -1%
NA
83
NewEdge Advisors
Louisiana
$12M 115,639 -30,528 -21%
CFG
84
Citizens Financial Group
Rhode Island
$12M 115,071 -6,724 -6%
SWP
85
Stratos Wealth Partners
Ohio
$11.7M 112,425 +27,486 +32%
M&T Bank
86
M&T Bank
New York
$11.3M 108,317 -4,409 -4%
IAN
87
Integrated Advisors Network
Texas
$11.1M 107,040 -8,164 -7%
LFS
88
Lutz Financial Services
Nebraska
$11.1M 106,791 -13,703 -11%
MW
89
MBL Wealth
North Carolina
$11.1M 106,770 -59,890 -36%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$10.8M 104,003 -2,323,423 -96%
SP
91
Symmetry Partners
Connecticut
$10.8M 103,385 +6,222 +6%
SFA
92
Sequoia Financial Advisors
Ohio
$10.6M 102,199 +102,199 New
1WM
93
1900 Wealth Management
Texas
$10.4M 100,009 -26,538 -21%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$10.4M 99,860 +3,934 +4%
FCH
95
Freestone Capital Holdings
Washington
$10.3M 99,126 +8,293 +9%
GBT
96
Grove Bank & Trust
Florida
$10.1M 97,436 +405 +0.4%
CAM
97
Cresset Asset Management
Illinois
$10.1M 97,109 -21,185 -18%
WWM
98
Windsor Wealth Management
Indiana
$10M 96,428 -3,246 -3%
CAN
99
Cetera Advisor Networks
California
$9.99M 95,987 -33,065 -26%
BA
100
Bridgewater Advisors
New York
$9.95M 95,641 -12,407 -11%
2 3
4
5 6