SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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 %
OIA
176
OneDigital Investment Advisors
Kansas
$5.25M +$813K +7,798 +18%
APW
177
Austin Private Wealth
Texas
$5.21M +$617K +5,922 +13%
CA
178
Cetera Advisors
Colorado
$5.13M +$2.85M +27,346 +125%
SWM
179
Seaside Wealth Management
California
$5.05M -$66.2K -635 -1%
IWM
180
Integris Wealth Management
California
$5.02M +$5.02M +48,161 New
MFA
181
Mayflower Financial Advisors
Massachusetts
$5.01M +$3.53M +33,812 +237%
SFG
182
Sunburst Financial Group
Alabama
$5M +$3.17M +30,382 +173%
BSWA
183
Bromfield Sneider Wealth Advisors
Massachusetts
$4.97M +$4.78M +45,865 +2,602%
JBA
184
Johnson Bixby & Associates
Washington
$4.93M +$748K +7,171 +18%
ERIC
185
Eagle Rock Investment Company
Georgia
$4.92M +$6.28K +60 +0.1%
SIM
186
Studio Investment Management
Illinois
$4.91M +$2.36M +22,595 +92%
IWC
187
Integrated Wealth Concepts
Massachusetts
$4.88M +$1.57M +15,090 +48%
GA
188
Greenspring Advisors
Maryland
$4.81M +$1.84M +17,605 +62%
OC
189
Oppenheimer & Co
New York
$4.81M -$222K -2,125 -4%
FAM
190
Forte Asset Management
New York
$4.74M -$1.1M -10,548 -19%
FFS
191
Founders Financial Securities
Maryland
$4.63M +$1.3M +12,494 +39%
HI
192
Horizon Investments
North Carolina
$4.62M +$1.21M +11,657 +36%
NWA
193
New World Advisors
Massachusetts
$4.44M +$174K +1,668 +4%
SIA
194
Soltis Investment Advisors
Utah
$4.4M -$556K -5,331 -11%
JIR
195
James Investment Research
Ohio
$4.35M -$532K -5,100 -11%
OWA
196
One Wealth Advisors
California
$4.35M +$4.35M +41,693 New
WPC
197
Wedmont Private Capital
Pennsylvania
$4.32M -$739K -7,070 -15%
RJT
198
Raymond James Trust
Florida
$4.28M +$1.45M +13,884 +51%
CFMC
199
Curbstone Financial Management Corp
New Hampshire
$4.27M -$944K -9,050 -18%
CFP
200
Catalyst Financial Partners
Massachusetts
$4.27M +$4.27M +40,924 New
6 7
8
9 10