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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
+$126K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$350M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$63.2M
3
Morgan Stanley
Morgan Stanley
New York
$300M
4
EAM
Eagle Asset Management
Florida
$45.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$129M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$528K
2
UBS Group
UBS Group
Switzerland
$119M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$288M
4
MMA
Miracle Mile Advisors
California
$0
5
Jane Street
Jane Street
New York
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fortis Advisors
Pennsylvania
$4M +$6.87K +64 +0.2%
BLC
127
Brown, Lisle/Cummings
Rhode Island
$4M +$4M +37,237 New
LNC
128
Lincoln National Corp
Pennsylvania
$3.97M -$76.7K -714 -2%
PA
129
Probity Advisors
Texas
$3.9M +$102K +954 +3%
PI
130
PFS Investments
Georgia
$3.87M -$1.91M -17,744 -33%
LA
131
Lindenwold Advisors
Pennsylvania
$3.86M +$3.86M +35,955 New
CCG
132
Cypress Capital Group
Florida
$3.83M -$245K -2,282 -6%
MFM
133
Mirsky Financial Management
New York
$3.79M +$54.5K +508 +1%
PFM
134
Phillips Financial Management
Indiana
$3.76M +$259K +2,415 +7%
UCFA
135
United Capital Financial Advisors
Texas
$3.72M +$878K +8,177 +31%
EA
136
Efficient Advisors
Ohio
$3.65M +$1.5K +14 +0%
APA
137
American Portfolios Advisors
New York
$3.62M +$940K +8,757 +35%
FHB
138
First Hawaiian Bank
Hawaii
$3.58M – – –
PGA
139
Portland Global Advisors
Maine
$3.57M +$1.69M +15,726 +90%
WWM
140
Windsor Wealth Management
Indiana
$3.38M -$8.36M -77,944 -71%
CA
141
CGN Advisors
Kansas
$3.27M +$313K +2,917 +11%
CAN
142
Cetera Advisor Networks
California
$3.11M +$430K +4,009 +16%
NGA
143
Naples Global Advisors
Florida
$3.09M +$219K +2,040 +8%
BFA
144
Beaumont Financial Advisors
Massachusetts
$3.09M -$88.6K -825 -3%
SC
145
Slow Capital
California
$3.07M -$16K -149 -0.5%
WCM
146
Wunderlich Capital Managemnt
Tennessee
$3.05M +$3.11K +29 +0.1%
NWA
147
Navis Wealth Advisors
New York
$3.03M +$5.26K +49 +0.2%
William Blair & Company
148
William Blair & Company
Illinois
$2.99M +$404K +3,765 +16%
CAM
149
Cresset Asset Management
Illinois
$2.96M +$2.96M +27,584 New
PA
150
Parallel Advisors
California
$2.96M +$948K +8,830 +47%
4 5
6
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