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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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.

Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.3%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$619M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$507M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$158M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$246M
5
Creative Planning
5
Creative Planning
Kansas
$46.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.19B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$132M
3
SEI Investments
3
SEI Investments
Pennsylvania
$205M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$547K
5
Goldman Sachs
5
Goldman Sachs
New York
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.19B 11,610,697 -1,948,400 -14%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$619M 6,032,737 +3,461,772 +135%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$507M 4,940,558 +990,103 +25%
Morgan Stanley
4
Morgan Stanley
New York
$322M 3,135,626 +160,168 +5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$246M 2,396,493 +445,639 +23%
SEI Investments
6
SEI Investments
Pennsylvania
$205M 2,001,455 -344,382 -15%
UBS Group
7
UBS Group
Switzerland
$170M 1,654,685 +145,925 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$158M 1,534,326 +632,696 +70%
TF
9
TIAA FSB
Florida
$144M 1,404,792 +9,563 +0.7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$132M 1,289,608 -1,440,287 -53%
US Bancorp
11
US Bancorp
Minnesota
$124M 1,208,411 +212,088 +21%
Mariner
12
Mariner
Kansas
$101M 981,580 +334,237 +52%
LPL Financial
13
LPL Financial
California
$97.6M 950,611 +157,936 +20%
Citigroup
14
Citigroup
New York
$97.1M 945,541 +378,778 +67%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$86.5M 842,934 -4,522 -0.5%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$77.3M 753,003 +91,036 +14%
Wells Fargo
17
Wells Fargo
California
$72.5M 705,840 +81,177 +13%
APP
18
Avantax Planning Partners
Iowa
$60.9M 592,997 +135,279 +30%
EI
19
Ellevest Inc
New York
$57M 555,040 +19,450 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$48.8M 475,705 +16,482 +4%
Ameriprise
21
Ameriprise
Minnesota
$48.4M 470,848 +1,546 +0.3%
OCM
22
One Capital Management
California
$48.1M 468,209 +24,086 +5%
Creative Planning
23
Creative Planning
Kansas
$46.6M 454,353 +385,650 +561%
LFS
24
Lutz Financial Services
Nebraska
$40.8M 397,897 +29,679 +8%
SHGA
25
Sand Hill Global Advisors
California
$40.3M 392,341 +13,003 +3%
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