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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 %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$1.64M +$1.64M +15,188 New
SPIA
152
Steward Partners Investment Advisory
New York
$1.58M -$517K -4,782 -25%
CCA
153
Clearwater Capital Advisors
Illinois
$1.57M – – –
CWM
154
Confluence Wealth Management
Oregon
$1.51M +$467K +4,384 +45%
SWP
155
Stratos Wealth Partners
Ohio
$1.5M -$167K -1,540 -10%
NGA
156
Naples Global Advisors
Florida
$1.49M +$108K +1,000 +8%
DBT
157
Dubuque Bank & Trust
Iowa
$1.49M +$516K +4,773 +53%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.48M -$238K – –
HCM
159
Horiko Capital Management
New York
$1.48M -$238K -2,200 -14%
FHC
160
First Horizon Corporation
Tennessee
$1.47M +$1.47M +13,567 New
SAM
161
SP Asset Management
California
$1.45M +$1.45M +13,416 New
BCA
162
Berman Capital Advisors
Georgia
$1.43M -$727K -6,726 -34%
SAG
163
Spotlight Asset Group
Illinois
$1.38M +$273K +2,527 +25%
EWM
164
Elmwood Wealth Management
California
$1.36M – – –
AIA
165
Armor Investment Advisors
North Carolina
$1.35M -$50.8K -470 -4%
LG
166
LaFleur & Godfrey
Michigan
$1.35M -$38.9K -360 -3%
EA
167
Emerald Advisors
Washington
$1.35M +$43.3K +400 +3%
BWP
168
Bernardo Wealth Planning
Pennsylvania
$1.34M +$1.06M +9,805 +375%
BFG
169
Beacon Financial Group
Texas
$1.33M – – –
VA
170
Valmark Advisers
Ohio
$1.31M +$631K +5,836 +93%
NWA
171
New World Advisors
Massachusetts
$1.3M -$158K -1,461 -11%
SBL
172
Sargent Bickham Lagudis
Colorado
$1.28M +$89.9K +832 +8%
WTC
173
WhitTier Trust Company
Nevada
$1.23M -$21.6K -200 -2%
HTC
174
Haverford Trust Company
Pennsylvania
$1.19M +$588K +5,440 +97%
PAS
175
Park Avenue Securities
New York
$1.17M +$410K +3,792 +54%
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