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iShares Short-Term National Muni Bond ETF
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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 %
TFA
201
Tobias Financial Advisors
Florida
$4.26M +$740K +7,099 +21%
MFS
202
McNamara Financial Services
Massachusetts
$4.25M +$182K +1,741 +4%
ANTB
203
AMG National Trust Bank
Colorado
$4.24M -$1.73M -16,564 -29%
CPA
204
Cardiff Park Advisors
California
$4.06M -$1.33M -12,800 -25%
BMCM
205
Bryn Mawr Capital Management
Pennsylvania
$4.05M +$4.05M +38,888 New
CCA
206
Clearwater Capital Advisors
Illinois
$4.04M -$388K -3,720 -9%
LW
207
Linscomb Wealth
Texas
$4.04M +$369K +3,537 +10%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$3.97M +$556K +5,330 +16%
RFG
209
RFP Financial Group
Georgia
$3.96M +$3.96M +38,034 New
MMA
210
Miracle Mile Advisors
California
$3.94M +$3.94M +37,809 New
EWM
211
Elmwood Wealth Management
California
$3.92M +$1.48M +14,164 +60%
BLC
212
Brown, Lisle/Cummings
Rhode Island
$3.88M – – –
PA
213
Probity Advisors
Texas
$3.85M +$40.9K +392 +1%
LPT
214
Legacy Private Trust
Wisconsin
$3.83M +$796K +7,636 +26%
SAS
215
Sanford Advisory Services
Michigan
$3.8M +$3.48M +33,416 +1,103%
LA
216
Lindenwold Advisors
Pennsylvania
$3.79M -$102K -975 -3%
PPW
217
Presilium Private Wealth
Pennsylvania
$3.76M +$3.76M +36,104 New
Financial Engines Advisors
218
Financial Engines Advisors
California
$3.74M +$1.35M +12,931 +56%
HP
219
Hilltop Partners
Indiana
$3.73M +$3.73M +35,786 New
BCM
220
Brookstone Capital Management
Illinois
$3.7M +$791K +7,561 +27%
CPIG
221
Chicago Partners Investment Group
Illinois
$3.7M +$1.87M +17,870 +102%
CPP
222
Capasso Planning Partners
South Carolina
$3.66M +$614K +5,890 +20%
PWLP
223
Prio Wealth Limited Partnership
Massachusetts
$3.63M -$1.88M -18,055 -34%
SFM
224
Signet Financial Management
New Jersey
$3.44M +$1.77M +16,981 +106%
AAS
225
Avantax Advisory Services
Texas
$3.39M +$1.97M +18,898 +139%
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