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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 %
PFS
201
Prospera Financial Services
Texas
$2.05M -$144K -1,345 -7%
DWM
202
Dakota Wealth Management
Florida
$2.03M -$34.1K -318 -2%
SWP
203
Stratos Wealth Partners
Ohio
$2.01M +$1.01M +9,437 +102%
CCA
204
Conservest Capital Advisors
Pennsylvania
$2.01M +$2.01M +18,698 New
FTS
205
Fifth Third Securities
Ohio
$2M +$106K +984 +6%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.99M -$11.6K -108 -0.6%
AIA
207
Alera Investment Advisors
Illinois
$1.97M -$107K -996 -5%
OAP
208
One Advisory Partners
Kansas
$1.97M +$1.97M +18,365 New
GGS
209
Galvin Gaustad & Stein
Arizona
$1.93M -$119K -1,104 -6%
MA
210
Montag & Associates
Georgia
$1.87M -$5.05K -47 -0.3%
LPT
211
Legacy Private Trust
Wisconsin
$1.85M – – –
BF
212
BOK Financial
Oklahoma
$1.85M +$1.14M +10,626 +161%
DBT
213
Dubuque Bank & Trust
Iowa
$1.78M +$14.1K +131 +0.8%
CIA
214
Capital Investment Advisors
Georgia
$1.78M -$39.7K -370 -2%
RRC
215
Relaxing Retirement Coach
Massachusetts
$1.77M -$2.37M -22,133 -57%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$1.77M +$684K +6,371 +63%
SHWM
217
Smith & Howard Wealth Management
Georgia
$1.75M +$1.75M +16,337 New
CA
218
Cetera Advisors
Colorado
$1.72M +$45K +419 +3%
OIA
219
OneDigital Investment Advisors
Kansas
$1.71M -$1.2M -11,203 -41%
USGIU
220
U.S. Global Investors (USGI)
Texas
$1.66M +$1.66M +15,500 New
WFPG
221
Waller Financial Planning Group
Ohio
$1.66M +$151K +1,405 +10%
PWA
222
Physician Wealth Advisors
Utah
$1.66M +$371K +3,464 +29%
LW
223
Linscomb Wealth
Texas
$1.63M +$789K +7,347 +94%
SIC
224
Sigma Investment Counselors
Michigan
$1.62M +$165K +1,535 +11%
OWA
225
Opal Wealth Advisors
New York
$1.62M +$1.62M +15,064 New
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