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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
11%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
CIBC World Markets
New York
$54.3M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$233M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$52.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$670M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$24.4M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$547M
3
Jane Street
3
Jane Street
New York
$3.01M
4
AWM
4
Angeles Wealth Management
California
$2.59M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$2.61M +$215K +2,027 +9%
BCM
227
Becker Capital Management
Oregon
$2.6M +$1.48M +13,959 +133%
ML
228
McAdam LLC
Pennsylvania
$2.59M -$77.2K -727 -3%
AWM
229
Angeles Wealth Management
California
$2.59M -$52.1M -490,794 -95%
RA
230
RFG Advisory
Alabama
$2.56M +$226K +2,128 +10%
FT
231
Fiduciary Trust
Massachusetts
$2.53M -$47.4K -446 -2%
SPC
232
Sigma Planning Corp
Michigan
$2.51M +$44.2K +416 +2%
AGA
233
Arkos Global Advisors
Texas
$2.48M -$56.5K -532 -2%
UA
234
Unison Advisors
District of Columbia
$2.47M +$4.14K +39 +0.2%
EA
235
Efficient Advisors
Ohio
$2.45M -$153K -1,443 -6%
KCM
236
KM Capital Management
Texas
$2.35M -$148K -1,390 -6%
JIC
237
Joel Isaacson & Co
New York
$2.34M +$59.9K +564 +3%
WAM
238
WNY Asset Management
New York
$2.33M +$536K +5,047 +30%
NGA
239
Naples Global Advisors
Florida
$2.3M -$58.4K -550 -2%
SP
240
Symmetry Partners
Connecticut
$2.29M -$8.54M -80,390 -79%
PF
241
Penney Financial
Texas
$2.28M +$32.9K +310 +1%
SSW
242
Stone Summit Wealth
Florida
$2.28M +$20.9K +197 +0.9%
YCG
243
Yeomans Consulting Group
Georgia
$2.27M -$79.6K -750 -3%
TF
244
Tompkins Financial
New York
$2.26M – – –
PB
245
Pinnacle Bancorp
Nebraska
$2.26M -$22.5K -212 -1%
PHWM
246
Pine Harbor Wealth Management
Maryland
$2.26M +$264K +2,489 +13%
FTS
247
Fifth Third Securities
Ohio
$2.26M -$124K -1,166 -5%
ML
248
Mayport LLC
Massachusetts
$2.25M – – –
BHWM
249
Beaird Harris Wealth Management
Texas
$2.22M +$58.2K +548 +3%
SWA
250
Safir Wealth Advisors
New Hampshire
$2.19M +$79.6K +750 +4%
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10
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