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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$149M
2
TF
2
TIAA FSB
Florida
$50.6M
3
BlackRock
3
BlackRock
New York
$38.9M
4
Jane Street
4
Jane Street
New York
$25.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$201M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$17.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.24M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.16M
4
US Bancorp
4
US Bancorp
Minnesota
$91.5M
5
WWM
5
Windsor Wealth Management
Indiana
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
101
Beacon Pointe Advisors
California
$4.18M 38,821 -28,810 -43%
LNC
102
Lincoln National Corp
Pennsylvania
$4.18M 38,791 +876 +2%
PP
103
PDS Planning
Ohio
$4.13M 38,309 +3,219 +9%
BOPW
104
Brandywine Oak Private Wealth
Pennsylvania
$4.09M 37,941 +1,826 +5%
Deutsche Bank
105
Deutsche Bank
Germany
$4.09M 37,920 +11,906 +46%
MFM
106
Mirsky Financial Management
New York
$4.08M 37,800 -755 -2%
FA
107
Fortis Advisors
Pennsylvania
$4M 37,054 +37,054 New
GBT
108
Grove Bank & Trust
Florida
$3.93M 36,441 +5,681 +18%
AI
109
Atria Investments
North Carolina
$3.87M 35,868 +17,670 +97%
WS
110
Wedbush Securities
California
$3.81M 35,360 +35,360 New
PAS
111
Park Avenue Securities
New York
$3.8M 35,280 +22,516 +176%
MAS
112
Managed Account Services
Florida
$3.8M 35,218 -65 -0.2%
WF
113
Williams Financial
Vermont
$3.77M 34,965 +15,731 +82%
NVCHI
114
New Vernon Capital Holdings II
New Jersey
$3.76M 34,890 -32,499 -48%
ASN
115
Advisory Services Network
Georgia
$3.73M 34,620 +9,497 +38%
APA
116
Allegiant Private Advisors
Florida
$3.72M 34,456 +22,045 +178%
PFM
117
Phillips Financial Management
Indiana
$3.66M 33,958 +12,558 +59%
PA
118
Probity Advisors
Texas
$3.66M 33,927 +33,927 New
MIA
119
MainStreet Investment Advisors
Illinois
$3.62M 33,567 -4,644 -12%
EA
120
Efficient Advisors
Ohio
$3.62M 33,525 -3,763 -10%
Citigroup
121
Citigroup
New York
$3.61M 33,516 +29,879 +822%
PP
122
Prosperity Planning
Missouri
– – – –
FHB
123
First Hawaiian Bank
Hawaii
$3.44M 31,946 -3,089 -9%
EH
124
Equitable Holdings
New York
$3.34M 30,942 -549 -2%
OPS
125
Orion Portfolio Solutions
Nebraska
$3.3M 30,593 -1,489 -5%
3 4
5
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