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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 %
API
151
Advisor Partners II
California
$6.68M +$6.68M +64,041 New
William Blair & Company
152
William Blair & Company
Illinois
$6.65M +$4.28M +41,012 +181%
SCA
153
Stokes Capital Advisors
South Carolina
$6.58M +$273K +2,620 +4%
EWM
154
Executive Wealth Management
Michigan
$6.57M +$5.7M +54,640 +651%
WFAG
155
Wescott Financial Advisory Group
Pennsylvania
$6.52M +$3.84M +36,780 +143%
BFG
156
Baron Financial Group
New Jersey
$6.51M -$370K -3,550 -5%
SPP
157
Single Point Partners
Massachusetts
$6.48M +$228K +2,184 +4%
OCG
158
Opus Capital Group
Ohio
$6.26M -$1.14M -10,946 -15%
PPP
159
Private Portfolio Partners
New Jersey
$6.2M +$595K +5,705 +11%
SAG
160
SageView Advisory Group
California
$6.12M +$6.12M +58,672 New
EWM
161
Empirical Wealth Management
Washington
$6.02M -$2.18M -20,922 -27%
AWS
162
Atria Wealth Solutions
New York
$6M +$1.45M +13,913 +32%
CGL
163
Clarius Group LLC
Washington
$5.95M +$5.95M +57,087 New
WJA
164
Willis Johnson & Associates
Texas
$5.89M +$207K +1,988 +4%
CCM
165
Condor Capital Management
New Jersey
$5.8M +$8.55K +82 +0.1%
KWM
166
Keebeck Wealth Management
Illinois
$5.57M +$779K +7,472 +16%
PO
167
Private Ocean
California
$5.51M +$5.11M +48,984 +1,274%
BCA
168
Bray Capital Advisors
Florida
$5.5M +$52.1K +500 +1%
IWA
169
Icon Wealth Advisors
Texas
$5.44M -$533K -5,114 -9%
LNC
170
Lincoln National Corp
Pennsylvania
$5.35M -$581K -5,576 -10%
OPWM
171
Oakwell Private Wealth Management
Texas
$5.33M +$1.49M +14,265 +39%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$5.3M -$559K -5,357 -10%
SG
173
StoneX Group
New York
$5.28M +$224K +2,151 +4%
WP
174
WealthSource Partners
California
$5.26M +$78.3K +751 +2%
RC
175
Roundview Capital
New Jersey
$5.26M +$43.6K +418 +0.8%
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