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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
AssetMark Inc
AssetMark Inc
California
$7.57M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
Jane Street
New York
$0
5
WCM
Windham Capital Management
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
126
Raymond James Trust
Florida
$2.44M +$1.49M +13,774 +157%
AIA
127
Alera Investment Advisors
Illinois
$2.34M -$108K -998 -4%
CWM
128
Cahaba Wealth Management
Georgia
$2.33M +$104K +962 +5%
PP
129
PrairieView Partners
Minnesota
$2.31M -$106K -978 -4%
IWC
130
Integrated Wealth Concepts
Massachusetts
$2.3M -$38.5K -356 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$2.29M -$253K -2,348 -10%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$2.29M +$124K +1,145 +6%
FCIM
133
Fairview Capital Investment Management
California
$2.17M – – –
HighTower Advisors
134
HighTower Advisors
Illinois
$2.11M -$228K -2,102 -10%
NWM
135
Northwest Wealth Management
Iowa
$2.05M – – –
AWM
136
Avitas Wealth Management
California
$2.05M +$1.8M +16,646 +715%
5L
137
55I LLC
Massachusetts
$2.04M +$1.78M +16,427 +666%
SCM
138
Smith Capital Management
Arkansas
$2.03M +$158K +1,460 +8%
William Blair & Company
139
William Blair & Company
Illinois
$2.01M +$520K +4,813 +35%
OWM
140
Orgel Wealth Management
Wisconsin
$1.92M -$1.84M -17,012 -49%
PGA
141
Portland Global Advisors
Maine
$1.9M – – –
AI
142
Atria Investments
North Carolina
$1.89M +$392K +3,627 +26%
SCA
143
Snowden Capital Advisors
New York
$1.83M +$67.7K +626 +4%
MWP
144
Meridian Wealth Partners
Pennsylvania
$1.81M +$865 +8 +0%
PWLP
145
Prio Wealth Limited Partnership
Massachusetts
$1.8M +$951K +8,800 +112%
CIA
146
Capital Investment Advisors
Georgia
$1.78M +$415K +3,834 +30%
IC
147
Inscription Capital
Texas
$1.76M -$40.4K -374 -2%
NA
148
NewEdge Advisors
Louisiana
$1.75M -$17.5K -162 -1%
ASN
149
Advisory Services Network
Georgia
$1.66M +$89.5K +828 +6%
PAG
150
Private Advisor Group
New Jersey
$1.65M +$29.4K +272 +2%
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