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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$1K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$467M
2
Franklin Resources
Franklin Resources
California
+$182M
3
OWM
Orgel Wealth Management
Wisconsin
+$122M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$120M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$356M
2
AWA
Arete Wealth Advisors
Illinois
-$159M
3
Cerity Partners
Cerity Partners
New York
-$42.1M
4
WL
WIT LLC
District of Columbia
-$37.4M
5
TF
TIAA FSB
Florida
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
126
Corient Private Wealth
Florida
$8.01M +$8.01M +76,838 New
PFM
127
Phillips Financial Management
Indiana
$7.94M +$2.07M +19,855 +35%
SHWM
128
Smith & Howard Wealth Management
Georgia
$7.87M +$3.47M +33,269 +79%
ZF
129
Zhang Financial
Michigan
$7.86M +$1.77M +16,975 +29%
AIA
130
Alera Investment Advisors
Illinois
$7.81M -$8.52M -81,739 -52%
LFGO
131
Legacy Financial Group (Oklahoma)
Oklahoma
$7.69M +$7.69M +73,753 New
1CP
132
1607 Capital Partners
Virginia
$7.68M +$209K +2,000 +3%
MBFW
133
Morton Brown Family Wealth
Pennsylvania
$7.59M +$1.42M +13,573 +23%
CCB
134
Country Club Bank
Missouri
$7.55M +$3.99M +38,290 +112%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$7.46M -$843K -8,087 -10%
PIFP
136
Partners in Financial Planning
Virginia
$7.45M +$4.8M +45,963 +181%
PP
137
PDS Planning
Ohio
$7.35M +$1.91M +18,304 +35%
ACM
138
AUA Capital Management
Pennsylvania
$7.22M -$12.7M -121,797 -64%
Prudential Financial
139
Prudential Financial
New Jersey
$7.21M +$379K +3,632 +6%
WAS
140
Wealth Advisory Solutions
Indiana
$7.01M +$2.52M +24,165 +56%
EWA
141
EP Wealth Advisors
California
$6.99M -$1.56M -14,995 -18%
LA
142
LVW Advisors
New York
$6.94M +$4.1M +39,336 +144%
MPM
143
Meritage Portfolio Management
Kansas
$6.94M +$453K +4,344 +7%
DWM
144
Dakota Wealth Management
Florida
$6.94M +$3.27M +31,323 +89%
ST
145
Smithfield Trust
Pennsylvania
$6.9M -$9.06M -86,832 -57%
SC
146
Slow Capital
California
$6.84M -$416K -3,987 -6%
ASN
147
Advisory Services Network
Georgia
$6.83M +$240K +2,299 +4%
FFA
148
Fragasso Financial Advisors
Pennsylvania
$6.74M +$5.65M +54,199 +518%
TA
149
TruWealth Advisors
Louisiana
$6.71M +$2.28M +21,865 +52%
BWG
150
Beta Wealth Group
California
$6.69M -$65.4K -627 -1%
4 5
6
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