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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

826 hedge funds and large institutions have $7.73B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
11%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
122
Increased
345
Reduced
249
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$821M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
3
Citigroup
Citigroup
New York
$116M
4
LPL Financial
LPL Financial
California
$97.2M
5
EP
Essential Planning
New Hampshire
$17.9M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$489M
2
CWM
CIBC World Markets
New York
$0
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$183M
4
Renaissance Technologies
Renaissance Technologies
New York
$34.6M
5
PCIG
Partners Capital Investment Group
Massachusetts
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
226
Evensky & Katz
Florida
$2.89M -$1.68M -15,897 -37%
STFP
227
Signal Tree Financial Partners
Ohio
$2.87M +$2.87M +27,223 New
B
228
Bailard
California
$2.86M -$7.62M -72,249 -73%
TF
229
Tompkins Financial
New York
$2.84M +$593K +5,626 +26%
SW
230
SteelPeak Wealth
California
$2.84M -$10.9K -103 -0.4%
Lazard Asset Management
231
Lazard Asset Management
New York
$2.83M -$2.93M – –
LWM
232
LJI Wealth Management
Indiana
$2.82M +$133K +1,258 +5%
WAM
233
WNY Asset Management
New York
$2.8M +$480K +4,547 +21%
JIC
234
Joel Isaacson & Co
New York
$2.79M +$464K +4,398 +20%
PWM
235
Perigon Wealth Management
California
$2.71M +$772K +7,328 +40%
SIC
236
Sigma Investment Counselors
Michigan
$2.7M +$1.68M +15,903 +164%
GSWM
237
Greenup Street Wealth Management
Michigan
$2.69M -$91K -863 -3%
P
238
&Partners
Tennessee
$2.69M +$1.13M +10,737 +73%
AWM
239
Angeles Wealth Management
California
$2.64M +$68.7K +651 +3%
CA
240
Clearstead Advisors
Ohio
$2.63M +$2.13M +20,201 +424%
ACA
241
Aptus Capital Advisors
Alabama
$2.62M +$1.58M +14,935 +150%
WCFA
242
Walkner Condon Financial Advisors
Wisconsin
$2.61M -$2K -19 -0.1%
FFA
243
Farther Finance Advisors
California
$2.6M -$2.16M -20,514 -45%
AL
244
ADE LLC
Maryland
$2.6M -$125K -1,181 -5%
VAMG
245
Voisard Asset Management Group
Michigan
$2.59M +$2.44M +23,113 +1,556%
KCM
246
KM Capital Management
Texas
$2.59M +$257K +2,436 +11%
PCIG
247
Partners Capital Investment Group
Massachusetts
$2.57M -$16.9M -160,055 -87%
RA
248
RFG Advisory
Alabama
$2.56M +$14.9K +141 +0.6%
Jones Financial Companies
249
Jones Financial Companies
Missouri
$2.52M +$1.78M +16,856 +239%
NGA
250
Naples Global Advisors
Florida
$2.48M +$193K +1,825 +8%
8 9
10
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