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

Top Sellers

1
RJA
Raymond James & Associates
Florida
$17.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.24M
3
Financial Engines Advisors
Financial Engines Advisors
California
$5.16M
4
US Bancorp
US Bancorp
Minnesota
$91.5M
5
WWM
Windsor Wealth Management
Indiana
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
176
Collective Family Office
Pennsylvania
$1.77M +$432K +4,010 +32%
DC
177
Davenport & Co
Virginia
$1.77M -$1.63M -15,094 -48%
CIA
178
Capital Investment Advisors
Georgia
$1.77M +$15.4K +143 +0.9%
NA
179
NewEdge Advisors
Louisiana
$1.77M -$264K -2,450 -13%
KL
180
KWMG LLC
Kansas
$1.75M -$28.5K -264 -2%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$1.73M +$115K +1,070 +7%
NGA
182
Naples Global Advisors
Florida
$1.68M +$19.2K +178 +1%
AWM
183
AE Wealth Management
Kansas
$1.65M +$287K +2,661 +21%
NFP
184
Narus Financial Partners
Utah
$1.64M +$1.64M +15,171 New
SPIA
185
Steward Partners Investment Advisory
New York
$1.62M +$20.7K +192 +1%
EWM
186
Elmwood Wealth Management
California
$1.59M +$1.59M +14,719 New
DWM
187
Dakota Wealth Management
Florida
$1.58M -$303K -2,812 -16%
WA
188
Winfield Associates
Ohio
$1.58M +$90.5K +840 +6%
EA
189
Emerald Advisors
Washington
$1.55M +$14.8K +137 +1%
FHC
190
First Horizon Corporation
Tennessee
$1.53M -$111K -1,029 -7%
MAA
191
Matrix Asset Advisors
New York
$1.51M – – –
SWA
192
Safir Wealth Advisors
New Hampshire
$1.49M +$28K +260 +2%
SWP
193
ShoreHaven Wealth Partners
New Jersey
$1.48M +$65.4K +606 +5%
CWM
194
Cahaba Wealth Management
Georgia
$1.47M -$895K -8,305 -38%
WCFA
195
Walkner Condon Financial Advisors
Wisconsin
$1.45M -$84.1K -780 -5%
SAM
196
SP Asset Management
California
$1.45M +$1.08K +10 +0.1%
PG
197
Patten Group
Tennessee
$1.44M +$275K +2,555 +24%
CFGS
198
Concourse Financial Group Securities
Alabama
$1.44M +$1.19M +11,066 +489%
BWP
199
Bernardo Wealth Planning
Pennsylvania
$1.43M +$108 +1 +0%
AA
200
Advisory Alpha
Michigan
$1.43M +$1.43M +13,285 New
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