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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 %
AP
176
Advisors Preferred
Maryland
$1.15M +$257K +2,380 +29%
IAA
177
Ironsides Asset Advisors
North Carolina
$1.14M +$1.14M +10,515 New
WA
178
Winfield Associates
Ohio
$1.12M +$35.1K +325 +3%
OC
179
Oppenheimer & Co
New York
$1.12M +$152K +1,406 +16%
KL
180
KWMG LLC
Kansas
$1.1M +$100K +925 +10%
AWM
181
AE Wealth Management
Kansas
$1.08M +$264K +2,442 +33%
ECM
182
Exchange Capital Management
Michigan
$1.06M +$197K +1,825 +23%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$1.05M +$543K +5,023 +106%
FSG
184
Financial Strategies Group
Michigan
$1.03M +$205K +1,901 +25%
WAOTB
185
Wealth Advisors of Tampa Bay
Florida
$1.03M +$594K +5,500 +137%
WLIM
186
White Lighthouse Investment Management
Massachusetts
$1.03M – – –
SCA
187
Stillwater Capital Advisors
Pennsylvania
$1.01M – – –
BCM
188
BTC Capital Management
Iowa
$981K +$22.9K +212 +2%
IA
189
IFG Advisory
Georgia
$981K +$141K +1,306 +17%
WFPG
190
Waller Financial Planning Group
Ohio
$963K +$316K +2,923 +49%
HNB
191
Huntington National Bank
Ohio
$936K -$1.14M – –
MAA
192
Matrix Asset Advisors
New York
$920K +$920K +8,515 New
CRCM
193
Corbett Road Capital Management
Virginia
$900K -$19K -176 -2%
FWP
194
FAS Wealth Partners
Kansas
$872K +$2.59K +24 +0.3%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$870K +$258K +2,386 +42%
SFS
196
Sowell Financial Services
Arkansas
$863K -$121K -1,118 -12%
AFC
197
AFT Forsyth & Company
Florida
$857K +$300K +2,775 +54%
WPC
198
White Pine Capital
Minnesota
$856K +$35K +324 +4%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$840K +$286K +2,645 +52%
CAG
200
Crestwood Advisors Group
Massachusetts
$835K -$73.9K -684 -8%
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