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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

505 hedge funds and large institutions have $2.88B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 217 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+33
Holders Change %
+6.99%
% of All Funds
8.89%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
61
Increased
217
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$149M
2
TF
2
TIAA FSB
Florida
$50.6M
3
BlackRock
3
BlackRock
New York
$38.9M
4
Jane Street
4
Jane Street
New York
$25.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$201M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$17.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.24M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.16M
4
US Bancorp
4
US Bancorp
Minnesota
$91.5M
5
WWM
5
Windsor Wealth Management
Indiana
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
151
Vanguard Personalized Indexing Management
California
$2.46M -$169K -1,570 -6%
Franklin Resources
152
Franklin Resources
California
$2.4M +$385K +3,575 +19%
WP
153
WealthSource Partners
California
$2.39M +$454K +4,213 +23%
BSA
154
Bull Street Advisors
Georgia
$2.37M +$1.04M +9,600 +78%
PFS
155
Prospera Financial Services
Texas
$2.35M +$1.65M +15,337 +237%
CWM
156
Cordatus Wealth Management
Pennsylvania
$2.35M +$1.65M +15,337 +237%
GGS
157
Galvin Gaustad & Stein
Arizona
$2.32M -$874K -8,103 -27%
IA
158
IFP Advisors
Florida
$2.28M +$602K +5,588 +36%
AHC
159
Adell Harriman & Carpenter
Texas
$2.28M +$1.43M +13,230 +167%
WAG
160
Winthrop Advisory Group
Massachusetts
$2.27M -$48K -446 -2%
KAS
161
Kestra Advisory Services
Texas
$2.19M -$2.82M -26,175 -56%
PAG
162
Private Advisor Group
New Jersey
$2.19M -$117K -1,088 -5%
William Blair & Company
163
William Blair & Company
Illinois
$2.19M +$34.5K +320 +2%
FCIM
164
Fairview Capital Investment Management
California
$2.15M – – –
IWC
165
Integrated Wealth Concepts
Massachusetts
$2.11M +$143K +1,330 +7%
EFG
166
Everhart Financial Group
Ohio
$2.05M +$252K +2,336 +14%
NWM
167
Northwest Wealth Management
Iowa
$2.05M – – –
IA
168
IFS Advisors
Kansas
$2.04M -$169K -1,563 -8%
AIA
169
Alera Investment Advisors
Illinois
$2.03M +$862 +8 +0%
CTA
170
Chesley Taft & Associates
Illinois
$1.94M +$829K +7,700 +75%
OFG
171
Omega Financial Group
California
$1.93M +$62.7K +582 +3%
CCA
172
Column Capital Advisors
Indiana
$1.92M +$294K +2,724 +18%
PGA
173
Portland Global Advisors
Maine
$1.89M – – –
SCA
174
Snowden Capital Advisors
New York
$1.81M -$849K -7,875 -32%
DBT
175
Dubuque Bank & Trust
Iowa
$1.78M +$32.9K +305 +2%
5 6
7
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