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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$833M 8,097,104 -1,018,664 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$680M 6,610,660 -143,699 -2%
Bank of America
3
Bank of America
North Carolina
$632M 6,142,887 -531,909 -8%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$503M 4,889,714 +293,534 +6%
Morgan Stanley
5
Morgan Stanley
New York
$374M 3,634,202 +7,145 +0.2%
SEI Investments
6
SEI Investments
Pennsylvania
$238M 2,315,766 +27,033 +1%
WL
7
WIT LLC
District of Columbia
$230M 2,232 -452 -17%
Creative Planning
8
Creative Planning
Kansas
$198M 1,921,078 +280,283 +17%
Franklin Resources
9
Franklin Resources
California
$158M 1,533,977 -33,027 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$151M 1,464,274 -98,134 -6%
UBS Group
11
UBS Group
Switzerland
$138M 1,337,749 -15,966 -1%
LPL Financial
12
LPL Financial
California
$120M 1,167,759 +27,251 +2%
Citigroup
13
Citigroup
New York
$98.7M 959,916 -202,247 -17%
Ameriprise
14
Ameriprise
Minnesota
$89.5M 870,610 -37,525 -4%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$87.9M 855,024 +54,629 +7%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$85.6M 832,371 +832,371 New
US Bancorp
17
US Bancorp
Minnesota
$85.4M 829,796 -167,050 -17%
Mariner
18
Mariner
Kansas
$78M 758,004 -10,002 -1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$71M 689,933 -183,593 -21%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$70.1M 676,996 -11,825 -2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$65.9M 640,664 +536,661 +516%
Wells Fargo
22
Wells Fargo
California
$62.1M 603,399 -82,257 -12%
PCIG
23
Partners Capital Investment Group
Massachusetts
$57.3M 557,450 -161,179 -22%
EI
24
Ellevest Inc
New York
$53.7M 521,975 -32,976 -6%
HIG
25
Heritage Investment Group
Florida
$51.8M 503,728 -14,751 -3%