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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$76.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$420M
3
Jane Street
Jane Street
New York
$51M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$254M
5
Creative Planning
Creative Planning
Kansas
$140M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$711M
2
WL
WIT LLC
District of Columbia
$281M
3
PFO
Pathstone Family Office
New Jersey
$1.35M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.03B
5
UBS Group
UBS Group
Switzerland
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
176
Greenspring Advisors
Maryland
$4.42M -$408K -3,897 -8%
ANTB
177
AMG National Trust Bank
Colorado
$4.42M +$155K +1,481 +4%
LPT
178
Legacy Private Trust
Wisconsin
$4.39M +$546K +5,219 +14%
MFS
179
McNamara Financial Services
Massachusetts
$4.36M +$99.4K +950 +2%
JIR
180
James Investment Research
Ohio
$4.36M -$5.23K -50 -0.1%
CFMC
181
Curbstone Financial Management Corp
New Hampshire
$4.32M +$31.4K +300 +0.7%
DAS
182
Dynamic Advisor Solutions
Arizona
$4.32M +$1.62M +15,507 +60%
LA
183
Lindenwold Advisors
Pennsylvania
$4.28M +$476K +4,551 +13%
WP
184
WealthSource Partners
California
$4.25M -$1.03M -9,887 -20%
SWM
185
Spire Wealth Management
Virginia
$4.22M +$1.36M +12,958 +47%
FCBT
186
First Citizens Bank & Trust
North Carolina
$4.2M +$2.89M +27,568 +220%
PAG
187
Private Advisor Group
New Jersey
$4.14M -$462K -4,410 -10%
CPA
188
Cardiff Park Advisors
California
$4.08M +$2.2K +21 +0.1%
RJT
189
Raymond James Trust
Florida
$4.07M -$227K -2,166 -5%
WPC
190
Wedmont Private Capital
Pennsylvania
$4.01M -$323K -3,083 -7%
IWC
191
Integrated Wealth Concepts
Massachusetts
$4.01M -$894K -8,540 -18%
WAS
192
Wealth Advisory Solutions
Indiana
$4.01M -$3.03M -28,933 -43%
EWM
193
Elmwood Wealth Management
California
$3.94M – – –
WF
194
Williams Financial
Vermont
$3.93M -$4.7M -44,930 -54%
CA
195
Cetera Advisors
Colorado
$3.93M -$1.23M -11,710 -24%
IWP
196
Icon Wealth Partners
Texas
$3.91M +$3.91M +37,320 New
BLC
197
Brown, Lisle/Cummings
Rhode Island
$3.9M – – –
BMCM
198
Bryn Mawr Capital Management
Pennsylvania
$3.86M -$209K -2,000 -5%
FAM
199
Forte Asset Management
New York
$3.83M -$926K -8,844 -19%
LW
200
Linscomb Wealth
Texas
$3.82M -$234K -2,235 -6%
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8
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