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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 $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
–
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$140M
2
WL
WIT LLC
District of Columbia
$71.9M
3
SEI Investments
SEI Investments
Pennsylvania
$231M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$68.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
AssetMark Inc
AssetMark Inc
California
$127K
3
OMC
Old Mission Capital
Illinois
$0
4
1WM
1900 Wealth Management
Texas
$26.9M
5
US Bancorp
US Bancorp
Minnesota
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
176
KWMG LLC
Kansas
$1.96M +$214K +1,986 +12%
LPT
177
Legacy Private Trust
Wisconsin
$1.96M +$1.35M +12,526 +221%
OFG
178
Omega Financial Group
California
$1.95M +$19.1K +177 +1%
WP
179
WealthShield Partners
North Carolina
$1.91M +$1.28M +11,885 +204%
PGA
180
Portland Global Advisors
Maine
$1.89M – – –
SPIA
181
Steward Partners Investment Advisory
New York
$1.84M +$223K +2,073 +14%
CIA
182
Capital Investment Advisors
Georgia
$1.83M +$54.6K +506 +3%
EA
183
Emerald Advisors
Washington
$1.78M +$236K +2,187 +15%
DC
184
Davenport & Co
Virginia
$1.78M +$4.96K +46 +0.3%
KC
185
Kingfisher Capital
North Carolina
$1.76M -$957K -8,871 -35%
NA
186
NewEdge Advisors
Louisiana
$1.76M -$9.38K -87 -0.5%
DBT
187
Dubuque Bank & Trust
Iowa
$1.75M -$35.2K -326 -2%
EWM
188
Elmwood Wealth Management
California
$1.74M +$153K +1,420 +10%
Betterment LLC
189
Betterment LLC
New York
$1.73M +$1.73M +16,022 New
KAS
190
Kestra Advisory Services
Texas
$1.68M -$512K -4,744 -23%
WA
191
Winfield Associates
Ohio
$1.66M +$80.9K +750 +5%
AWM
192
AE Wealth Management
Kansas
$1.66M +$10.3K +96 +0.6%
DWM
193
Dakota Wealth Management
Florida
$1.64M +$54.8K +508 +3%
EFG
194
Everhart Financial Group
Ohio
$1.63M -$428K -3,969 -21%
CFD
195
Creative Financial Designs
Indiana
$1.62M +$381K +3,537 +31%
FHC
196
First Horizon Corporation
Tennessee
$1.57M +$43.1K +400 +3%
FTUS
197
Flow Traders U.S.
New York
$1.55M +$507K +4,703 +48%
CA
198
Cetera Advisors
Colorado
$1.53M +$456K +4,229 +43%
CFGS
199
Concourse Financial Group Securities
Alabama
$1.52M +$77.9K +723 +5%
Financial Engines Advisors
200
Financial Engines Advisors
California
$1.51M -$3.65M -33,822 -71%
6 7
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