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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$308M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$264M
3
Morgan Stanley
3
Morgan Stanley
New York
$253M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$54.3M
5
Mariner
5
Mariner
Kansas
$53.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$15.8M
2
US Bancorp
2
US Bancorp
Minnesota
$78.8M
3
KFS
3
Kelly Financial Services
Massachusetts
$155K
4
SPP
4
Single Point Partners
Massachusetts
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
101
LVW Advisors
New York
$4.78M -$350K -3,258 -7%
RC
102
Roundview Capital
New Jersey
$4.76M +$9.68K +90 +0.2%
PP
103
PDS Planning
Ohio
$4.71M +$375K +3,482 +9%
WP
104
WealthSource Partners
California
$4.66M +$1.1M +10,256 +31%
IWP
105
Icon Wealth Partners
Texas
$4.62M +$4.62M +42,952 New
MCWS
106
McKinley Carter Wealth Services
West Virginia
$4.37M +$615K +5,721 +16%
WS
107
Wedbush Securities
California
$4.34M -$51.7K -481 -1%
GBT
108
Grove Bank & Trust
Florida
$4.26M +$309K +2,870 +8%
M&T Bank
109
M&T Bank
New York
$4.16M +$382K +3,550 +10%
RRC
110
Relaxing Retirement Coach
Massachusetts
$4.16M +$85.4K +794 +2%
CFO
111
Collective Family Office
Pennsylvania
$4.12M +$453K +4,214 +12%
CCG
112
Cypress Capital Group
Florida
$4.09M +$394K +3,665 +11%
LNC
113
Lincoln National Corp
Pennsylvania
$4.06M -$89.1K -828 -2%
PP
114
Prosperity Planning
Missouri
$4.03M +$144K +1,338 +4%
RJT
115
Raymond James Trust
Florida
$4.02M +$534K +4,965 +15%
FA
116
Fortis Advisors
Pennsylvania
$4M +$6.67K +62 +0.2%
SI
117
Stephens Inc
Arkansas
$3.98M +$287K +2,671 +8%
AI
118
Atria Investments
North Carolina
$3.86M +$446K +4,146 +13%
PA
119
Probity Advisors
Texas
$3.8M +$27.2K +253 +0.7%
ASN
120
Advisory Services Network
Georgia
$3.75M -$6.56K -61 -0.2%
MFM
121
Mirsky Financial Management
New York
$3.75M +$89.2K +829 +2%
EA
122
Efficient Advisors
Ohio
$3.66M -$154K -1,430 -4%
FHB
123
First Hawaiian Bank
Hawaii
$3.59M -$51.1K -475 -1%
MAS
124
Managed Account Services
Florida
$3.58M -$439K -4,078 -11%
PFM
125
Phillips Financial Management
Indiana
$3.51M -$13.4K -125 -0.4%
3 4
5
6 7