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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.38%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$82.4M
2
1WM
2
1900 Wealth Management
Texas
$33.3M
3
Bank of America
3
Bank of America
North Carolina
$327M
4
EVM
4
Eaton Vance Management
Massachusetts
$19.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$91M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$98.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$65.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$180M
4
1CP
4
1607 Capital Partners
Virginia
$0
5
CCFM
5
Clear Creek Financial Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$327M 3,025,627 +248,902 +9%
SEI Investments
2
SEI Investments
Pennsylvania
$194M 1,792,881 +81,079 +5%
Morgan Stanley
3
Morgan Stanley
New York
$180M 1,669,161 -234,088 -12%
US Bancorp
4
US Bancorp
Minnesota
$99.9M 924,046 -19,773 -2%
UBS Group
5
UBS Group
Switzerland
$98.5M 910,693 -809,605 -47%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$91M 841,526 +120,662 +17%
RJA
7
Raymond James & Associates
Florida
$82.4M 762,283 +589,605 +341%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$65.4M 605,215 -383,168 -39%
Ameriprise
9
Ameriprise
Minnesota
$65.3M 604,709 +22,903 +4%
OCM
10
One Capital Management
California
$44M 407,156 -16,891 -4%
Wells Fargo
11
Wells Fargo
California
$40.2M 371,801 +46,124 +14%
WCM
12
Windham Capital Management
Massachusetts
$36M 333,180 -8,531 -2%
Stifel Financial
13
Stifel Financial
Missouri
$35.9M 331,653 +10,190 +3%
1WM
14
1900 Wealth Management
Texas
$33.3M 308,306 +308,306 New
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$32.7M 302,226 +118,576 +65%
EI
16
Ellevest Inc
New York
$28.1M 260,313 +43,110 +20%
Osaic Holdings
17
Osaic Holdings
Arizona
$22.9M 212,407 +9,100 +4%
PPW
18
Parcion Private Wealth
Washington
$22.3M 206,279 +9,808 +5%
TCM
19
TD Capital Management
Tennessee
$22.1M 204,240 +13,701 +7%
AF
20
Allworth Financial
California
$22M 203,952 +11,431 +6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$21.1M 194,848 +96,173 +97%
TF
22
TIAA FSB
Florida
$20.8M 192,306 +5,108 +3%
WWM
23
Windsor Wealth Management
Indiana
$20.3M 187,527 +53,367 +40%
EVM
24
Eaton Vance Management
Massachusetts
$19.9M 183,787 +183,787 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$19.8M 182,860 +14,525 +9%
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