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iShares Short-Term National Muni Bond ETF

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.42B 13,559,097 +1,041,406 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$413M 3,950,455 +616,092 +18%
Morgan Stanley
3
Morgan Stanley
New York
$311M 2,975,458 +120,708 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$286M 2,729,895 -56,898 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$269M 2,570,965 +955,449 +59%
SEI Investments
6
SEI Investments
Pennsylvania
$246M 2,345,837 -101,888 -4%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$204M 1,950,854 +420,964 +28%
UBS Group
8
UBS Group
Switzerland
$158M 1,508,760 +359,490 +31%
TF
9
TIAA FSB
Florida
$146M 1,395,229 +370,088 +36%
US Bancorp
10
US Bancorp
Minnesota
$104M 996,323 +444,135 +80%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$94.4M 901,630 +380,848 +73%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$88.7M 847,456 +588,151 +227%
LPL Financial
13
LPL Financial
California
$83M 792,675 +136,306 +21%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$69.3M 661,967 +237,842 +56%
Mariner
15
Mariner
Kansas
$67.8M 647,343 +220,407 +52%
Wells Fargo
16
Wells Fargo
California
$65.4M 624,663 +84,675 +16%
Citigroup
17
Citigroup
New York
$59.3M 566,763 +391,266 +223%
EI
18
Ellevest Inc
New York
$56.1M 535,590 -17,729 -3%
Goldman Sachs
19
Goldman Sachs
New York
$50.8M 485,274 +306,089 +171%
Ameriprise
20
Ameriprise
Minnesota
$49.2M 469,302 -358,265 -43%
Osaic Holdings
21
Osaic Holdings
Arizona
$48.1M 459,223 +85,080 +23%
APP
22
Avantax Planning Partners
Iowa
$47.9M 457,718 +51,706 +13%
OCM
23
One Capital Management
California
$46.5M 444,123 -104,890 -19%
HighTower Advisors
24
HighTower Advisors
Illinois
$41.2M 394,004 +281,999 +252%
SHGA
25
Sand Hill Global Advisors
California
$39.7M 379,338 +379,338 New