SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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 %
WWM
251
Wiser Wealth Management
Georgia
$2.35M -$122K -1,165 -5%
Betterment LLC
252
Betterment LLC
New York
$2.34M +$686K +6,551 +41%
FTS
253
Fifth Third Securities
Ohio
$2.32M -$2.3M -21,915 -50%
JIC
254
Joel Isaacson & Co
New York
$2.32M +$7.12K +68 +0.3%
BHWM
255
Beaird Harris Wealth Management
Texas
$2.3M -$214K -2,045 -9%
PP
256
Patten & Patten
Tennessee
$2.29M +$2.29M +21,833 New
NGA
257
Naples Global Advisors
Florida
$2.27M -$160K -1,525 -7%
AI
258
Atria Investments
North Carolina
$2.25M +$2.3K +22 +0.1%
SAI
259
Savvy Advisors Inc
New York
$2.23M +$1.42M +13,550 +175%
JWS
260
Juncture Wealth Strategies
Arizona
$2.22M +$16.4K +157 +0.7%
FT
261
Fiduciary Trust
Massachusetts
$2.22M +$30.5K +291 +1%
PB
262
Pinnacle Bancorp
Nebraska
$2.21M +$943 +9 +0%
CPP
263
Capasso Planning Partners
South Carolina
$2.18M -$406K -3,880 -16%
1IA
264
1620 Investment Advisors
Massachusetts
$2.17M +$15.5K +148 +0.7%
RL
265
Rogco LP
Oklahoma
$2.14M +$9.53K +91 +0.4%
PF
266
Penney Financial
Texas
$2.12M +$262K +2,506 +14%
GGS
267
Galvin Gaustad & Stein
Arizona
$2.1M -$219K -2,093 -9%
SWA
268
Safir Wealth Advisors
New Hampshire
$2.09M -$101K -965 -5%
NWA
269
New World Advisors
Massachusetts
$2.08M -$1.54M -14,680 -42%
RA
270
RFG Advisory
Alabama
$2.08M +$216K +2,060 +12%
PHWM
271
Pine Harbor Wealth Management
Maryland
$2.06M +$186K +1,773 +10%
MHR
272
Matthew Hamilton Rosenberg
$2.06M -$199K -1,905 -9%
PS
273
Principal Securities
Iowa
$2.02M +$84.8K +810 +4%
CWM
274
Certus Wealth Management
California
$2.02M +$630K +6,029 +45%
AF
275
Apexium Financial
Texas
$2.01M -$85.4K -815 -4%
9 10
11
12 13