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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$76.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$420M
3
Jane Street
3
Jane Street
New York
$51M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$254M
5
Creative Planning
5
Creative Planning
Kansas
$140M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$711M
2
WL
2
WIT LLC
District of Columbia
$281M
3
PFO
3
Pathstone Family Office
New Jersey
$1.35M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.03B
5
UBS Group
5
UBS Group
Switzerland
$142M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.03B 9,876,385 -638,965 -6%
Bank of America
2
Bank of America
North Carolina
$711M 6,788,704 -1,406,488 -17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$589M 5,625,658 -463,673 -8%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$420M 4,053,619 +513,908 +15%
Morgan Stanley
5
Morgan Stanley
New York
$348M 3,324,238 -577,040 -15%
WL
6
WIT LLC
District of Columbia
$281M 2,684 -1,135 -30%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$254M 2,427,426 +289,480 +14%
SEI Investments
8
SEI Investments
Pennsylvania
$245M 2,340,340 +79,765 +4%
Franklin Resources
9
Franklin Resources
California
$209M 2,000,878 +248,729 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$163M 1,556,841 -125,314 -7%
UBS Group
11
UBS Group
Switzerland
$142M 1,356,742 -609,647 -31%
Creative Planning
12
Creative Planning
Kansas
$140M 1,332,940 +274,047 +26%
OWM
13
Orgel Wealth Management
Wisconsin
$128M 1,227,520 +57,542 +5%
US Bancorp
14
US Bancorp
Minnesota
$121M 1,160,456 -195,293 -14%
Citigroup
15
Citigroup
New York
$121M 1,155,210 +44,721 +4%
TF
16
TIAA FSB
Florida
$110M 1,054,604 -17,176 -2%
LPL Financial
17
LPL Financial
California
$101M 968,779 -100,890 -9%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$99.7M 952,414 +61,746 +7%
Ameriprise
19
Ameriprise
Minnesota
$95.9M 915,357 -85,445 -9%
HighTower Advisors
20
HighTower Advisors
Illinois
$83.9M 801,334 -110,216 -12%
Mariner
21
Mariner
Kansas
$80.7M 770,887 -141,765 -16%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$77.4M 737,172 -19,585 -3%
Wells Fargo
23
Wells Fargo
California
$77.1M 736,990 -25,379 -3%
Cerity Partners
24
Cerity Partners
New York
$76.9M 734,312 +654,486 +820%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$75.8M 723,992 -236,377 -25%
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