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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.

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

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$528K
2
UBS Group
2
UBS Group
Switzerland
$119M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$288M
4
MMA
4
Miracle Mile Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
151
Winthrop Advisory Group
Massachusetts
$2.95M +$240K +2,236 +9%
SW
152
SteelPeak Wealth
California
$2.92M +$138K +1,286 +5%
CCA
153
Clearwater Capital Advisors
Illinois
$2.92M +$89K +829 +3%
KL
154
KWMG LLC
Kansas
$2.92M +$780K +7,264 +37%
CFO
155
Collective Family Office
Pennsylvania
$2.9M -$1.21M -11,282 -29%
FCA
156
FLC Capital Advisors
California
$2.89M +$117K +1,094 +4%
PPP
157
Private Portfolio Partners
New Jersey
$2.84M -$73.2K -682 -3%
IA
158
IFP Advisors
Florida
$2.83M +$68.7K +640 +2%
PIM
159
Provident Investment Management
Michigan
$2.82M +$1.13M +10,500 +67%
DC
160
Davenport & Co
Virginia
$2.8M +$991K +9,232 +55%
OPS
161
Orion Portfolio Solutions
Nebraska
$2.8M -$678K -6,314 -20%
AHC
162
Adell Harriman & Carpenter
Texas
$2.77M -$85.9K -800 -3%
PG
163
Patten Group
Tennessee
$2.72M +$1.12M +10,471 +70%
PWM
164
Perigon Wealth Management
California
$2.7M +$131K +1,222 +5%
VPIM
165
Vanguard Personalized Indexing Management
California
$2.65M – – –
BF
166
Brooklyn FI
New York
$2.64M +$2.64M +24,595 New
FHA
167
First Horizon Advisors
Tennessee
$2.62M -$36.8K -343 -1%
SIM
168
Studio Investment Management
Illinois
$2.57M +$2.32M +21,625 +940%
MCA
169
Maryland Capital Advisors
Maryland
$2.57M +$2.57M +23,911 New
PWA
170
Pillar Wealth Advisors
Pennsylvania
$2.52M +$2.52M +23,500 New
SPIA
171
Steward Partners Investment Advisory
New York
$2.52M +$416K +3,874 +20%
SWA
172
Safir Wealth Advisors
New Hampshire
$2.51M +$230K +2,140 +10%
AAM
173
Autus Asset Management
Arizona
$2.49M – – –
RWA
174
RGT Wealth Advisors
Texas
$2.48M +$2.48M +23,135 New
AA
175
Advisory Alpha
Michigan
$2.45M +$143K +1,336 +6%
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