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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$332M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$703M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$478M
4
Creative Planning
4
Creative Planning
Kansas
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$377M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.8M
2
EWA
2
EP Wealth Advisors
California
$5.89M
3
OWM
3
Orgel Wealth Management
Wisconsin
$4.47M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$948M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$948M 9,115,768 -760,617 -8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$703M 6,754,359 +1,128,701 +20%
Bank of America
3
Bank of America
North Carolina
$694M 6,674,796 -113,908 -2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$478M 4,596,180 +542,561 +13%
Morgan Stanley
5
Morgan Stanley
New York
$377M 3,627,057 +302,819 +9%
Jane Street
6
Jane Street
New York
$332M 3,191,309 +2,704,365 +555%
WL
7
WIT LLC
District of Columbia
$279M 2,684 – –
SEI Investments
8
SEI Investments
Pennsylvania
$238M 2,288,733 -51,607 -2%
Creative Planning
9
Creative Planning
Kansas
$171M 1,640,795 +307,855 +23%
Franklin Resources
10
Franklin Resources
California
$163M 1,567,004 -433,874 -22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$163M 1,562,408 +5,567 +0.4%
UBS Group
12
UBS Group
Switzerland
$141M 1,353,715 -3,027 -0.2%
Citigroup
13
Citigroup
New York
$121M 1,162,163 +6,953 +0.6%
LPL Financial
14
LPL Financial
California
$119M 1,140,508 +171,729 +18%
US Bancorp
15
US Bancorp
Minnesota
$104M 996,846 -163,610 -14%
TF
16
TIAA FSB
Florida
$96.9M 931,432 -123,172 -12%
Ameriprise
17
Ameriprise
Minnesota
$94.3M 908,135 -7,222 -0.8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$90.9M 873,526 -78,888 -8%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$83.3M 800,395 +76,403 +11%
Mariner
20
Mariner
Kansas
$79.9M 768,006 -2,881 -0.4%
PCIG
21
Partners Capital Investment Group
Massachusetts
$74.8M 718,629 +280,916 +64%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$71.7M 688,821 -48,351 -7%
Wells Fargo
23
Wells Fargo
California
$71.3M 685,656 -51,334 -7%
GC
24
Grimes & Company
Massachusetts
$63.5M 610,661 -17,751 -3%
SHGA
25
Sand Hill Global Advisors
California
$61.3M 588,800 -10,628 -2%
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