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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.

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

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$528K
2
UBS Group
UBS Group
Switzerland
$119M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$288M
4
MMA
Miracle Mile Advisors
California
$0
5
Jane Street
Jane Street
New York
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$2.44M +$255K +2,376 +12%
EWM
177
Elmwood Wealth Management
California
$2.44M +$2.44M +22,684 New
CCA
178
Column Capital Advisors
Indiana
$2.41M +$428K +3,984 +22%
CTA
179
Chesley Taft & Associates
Illinois
$2.41M -$56.4K -525 -2%
TPCW
180
TD Private Client Wealth
New York
$2.36M +$1.41M +13,100 +148%
IWC
181
Integrated Wealth Concepts
Massachusetts
$2.36M -$30.8K -287 -1%
EH
182
Equitable Holdings
New York
$2.35M -$969K -9,023 -29%
GIM
183
Greenwich Investment Management
Connecticut
$2.34M +$2.34M +21,781 New
OWA
184
One Wealth Advisors
California
$2.34M +$1.35M +12,577 +137%
YIA
185
YHB Investment Advisors
Connecticut
$2.27M +$1.99M +18,559 +715%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$2.27M +$2.27M +21,135 New
MIA
187
MainStreet Investment Advisors
Illinois
$2.2M +$112K +1,042 +5%
NWM
188
Northwest Wealth Management
Iowa
$2.17M -$32.2K -300 -1%
FCIM
189
Fairview Capital Investment Management
California
$2.14M – – –
CFD
190
Creative Financial Designs
Indiana
$2.13M +$305K +2,839 +17%
IA
191
IFS Advisors
Kansas
$2.13M -$143K -1,330 -6%
PAG
192
Private Advisor Group
New Jersey
$2.12M -$302K -2,810 -12%
OFG
193
Omega Financial Group
California
$2.12M +$2.26K +21 +0.1%
PCMC
194
Private Capital Management (Colorado)
Colorado
$2.11M +$596K +5,551 +39%
AWM
195
AE Wealth Management
Kansas
$2.11M +$164K +1,527 +8%
BIA
196
Bell Investment Advisors
California
$2.1M +$464K +4,326 +28%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$2.09M -$1.27M -11,817 -38%
EFG
198
Everhart Financial Group
Ohio
$2.09M +$687K +6,396 +49%
BSA
199
Bull Street Advisors
Georgia
$2.08M +$50.5K +470 +2%
ZIM
200
Zacks Investment Management
Illinois
$2.06M +$7.84K +73 +0.4%
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