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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$560M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$102M
3
Creative Planning
3
Creative Planning
Kansas
$251M
4
Jane Street
4
Jane Street
New York
$178M
5
CIA
5
Choate Investment Advisors
Massachusetts
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$763M
3
OWM
3
Orgel Wealth Management
Wisconsin
$935K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$60.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
226
Efficient Advisors
Ohio
$2.81M +$49.2K +470 +2%
TPCW
227
TD Private Client Wealth
New York
$2.79M +$405K +3,865 +17%
1WM
228
1900 Wealth Management
Texas
$2.76M -$904K -8,628 -25%
BMMM
229
Boston Mountain Money Management
Arkansas
$2.73M +$2.73M +26,082 New
OPPS
230
Obsidian Personal Planning Solutions
Maryland
$2.72M +$257K +2,463 +10%
WA
231
Wealth Architects
California
$2.71M +$94.7K +904 +4%
WCFA
232
Walkner Condon Financial Advisors
Wisconsin
$2.7M -$123K -1,177 -4%
ML
233
McAdam LLC
Pennsylvania
$2.68M -$210K -2,001 -7%
OFG
234
Omega Financial Group
California
$2.68M +$8.06K +77 +0.3%
KCM
235
KM Capital Management
Texas
$2.65M -$2.52M -24,035 -49%
CCM
236
Coldstream Capital Management
Washington
$2.65M +$2.65M +25,305 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$2.58M +$24.5K +234 +1%
BCM
238
Becker Capital Management
Oregon
$2.57M +$2.57M +24,530 New
AWE
239
Avidian Wealth Enterprises
Texas
$2.55M -$13.3M -126,930 -84%
HB
240
HTLF Bank
Colorado
$2.54M +$174K +1,660 +7%
AGA
241
Arkos Global Advisors
Texas
$2.52M -$233K -2,222 -8%
GT
242
Glenview Trust
Kentucky
$2.51M +$124K +1,182 +5%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$2.5M -$217K -2,075 -8%
SSW
244
Stone Summit Wealth
Florida
$2.47M +$265K +2,527 +12%
GAB
245
German American Bancorp
Indiana
$2.44M +$59K +563 +2%
UA
246
Unison Advisors
District of Columbia
$2.43M +$130K +1,242 +6%
SPC
247
Sigma Planning Corp
Michigan
$2.41M +$1.12M +10,655 +86%
MA
248
Montag & Associates
Georgia
$2.38M -$34.8K -332 -1%
GSWM
249
Greenup Street Wealth Management
Michigan
$2.37M +$115K +1,100 +5%
PPP
250
Private Portfolio Partners
New Jersey
$2.37M -$1.1M -10,500 -32%
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