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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

30% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 227

17% more funds holding in top 10

Funds holding in top 10: 4249 (+7)

3% more funds holding

Funds holding: 689711 (+22)

4% more capital invested

Capital invested by funds: $6.65B → $6.9B (+$251M)

0.07% more ownership

Funds ownership: 77.32%77.4% (+0.07%)

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.25%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.84%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.19B -$203M -1,948,400 -14%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$619M +$361M +3,461,772 +135%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$507M +$103M +990,103 +25%
Morgan Stanley
4
Morgan Stanley
New York
$322M +$16.7M +160,168 +5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$246M +$46.5M +445,639 +23%
SEI Investments
6
SEI Investments
Pennsylvania
$205M -$36M -344,382 -15%
UBS Group
7
UBS Group
Switzerland
$170M +$15.2M +145,925 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$158M +$66.1M +632,696 +70%
TF
9
TIAA FSB
Florida
$144M +$998K +9,563 +0.7%
JP Morgan Chase
10
JP Morgan Chase
New York
$132M -$150M -1,440,287 -53%
US Bancorp
11
US Bancorp
Minnesota
$124M +$22.1M +212,088 +21%
Mariner
12
Mariner
Kansas
$101M +$34.9M +334,237 +52%
LPL Financial
13
LPL Financial
California
$97.6M +$16.5M +157,936 +20%
Citigroup
14
Citigroup
New York
$97.1M +$39.5M +378,778 +67%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$86.5M -$472K -4,522 -0.5%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$77.3M +$9.5M +91,036 +14%
Wells Fargo
17
Wells Fargo
California
$72.5M +$8.47M +81,177 +13%
APP
18
Avantax Planning Partners
Iowa
$60.9M +$14.1M +135,279 +30%
EI
19
Ellevest Inc
New York
$57M +$2.03M +19,450 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$48.8M +$1.72M +16,482 +4%
Ameriprise
21
Ameriprise
Minnesota
$48.4M +$161K +1,546 +0.3%
OCM
22
One Capital Management
California
$48.1M +$2.51M +24,086 +5%
Creative Planning
23
Creative Planning
Kansas
$46.6M +$40.3M +385,650 +561%
LFS
24
Lutz Financial Services
Nebraska
$40.8M +$3.1M +29,679 +8%
SHGA
25
Sand Hill Global Advisors
California
$40.3M +$1.36M +13,003 +3%