We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

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

119% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 77

45% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 219

41% more capital invested

Capital invested by funds: $6.9B → $9.75B (+$2.85B)

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 711784 (+73)

4.74% more ownership

Funds ownership: 77.4%82.13% (+4.7%)

Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.6%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.1B +$464M +4,482,613 +74%
Bank of America
2
Bank of America
North Carolina
$855M -$354M -3,415,505 -29%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$635M +$119M +1,148,773 +23%
Morgan Stanley
4
Morgan Stanley
New York
$407M +$79.2M +765,652 +24%
WL
5
WIT LLC
District of Columbia
$398M -$37.2K -359 -9%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$369M +$118M +1,143,218 +48%
SEI Investments
7
SEI Investments
Pennsylvania
$236M +$26.8M +259,120 +13%
AWA
8
Arete Wealth Advisors
Illinois
$234M -$158K -1,522 -40%
JP Morgan Chase
9
JP Morgan Chase
New York
$223M +$87.8M +848,338 +66%
UBS Group
10
UBS Group
Switzerland
$205M +$32.3M +311,704 +19%
Franklin Resources
11
Franklin Resources
California
$183M +$181M +1,748,639 +49,819%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$175M +$15.3M +147,829 +10%
US Bancorp
13
US Bancorp
Minnesota
$141M +$15.3M +147,338 +12%
OWM
14
Orgel Wealth Management
Wisconsin
$122M +$121M +1,167,959 +57,848%
Citigroup
15
Citigroup
New York
$116M +$17.1M +164,948 +17%
TF
16
TIAA FSB
Florida
$112M -$34.5M -333,012 -24%
LPL Financial
17
LPL Financial
California
$112M +$12.3M +119,058 +13%
Creative Planning
18
Creative Planning
Kansas
$110M +$62.6M +604,540 +133%
Ameriprise
19
Ameriprise
Minnesota
$104M +$54.9M +529,954 +113%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$100M +$21.5M +207,366 +28%
Mariner
21
Mariner
Kansas
$95.2M -$7.13M -68,928 -7%
HighTower Advisors
22
HighTower Advisors
Illinois
$95.1M +$65.8M +635,383 +230%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$92.9M +$4.94M +47,734 +6%
Cerity Partners
24
Cerity Partners
New York
$89.1M -$3.9M -37,694 -32%
Goldman Sachs
25
Goldman Sachs
New York
$81.5M +$62.1M +600,365 +332%