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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
10.99%
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
CIBC World Markets
New York
$54.3M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$233M
3
Renaissance Technologies
Renaissance Technologies
New York
$52.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$670M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.4M

Top Sellers

1
WL
WIT LLC
District of Columbia
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$547M
3
Jane Street
Jane Street
New York
$3.01M
4
AWM
Angeles Wealth Management
California
$2.59M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
276
Wescott Financial Advisory Group
Pennsylvania
$1.86M +$9.03K +85 +0.5%
BMCM
277
Bryn Mawr Capital Management
Pennsylvania
$1.82M -$106K -1,000 -6%
AR
278
Apeiron RIA
Texas
$1.81M +$79K +744 +5%
WWM
279
Wiser Wealth Management
Georgia
$1.8M -$200K -1,880 -10%
IA
280
IAM Advisory
Pennsylvania
$1.79M +$28.8K +271 +2%
MHR
281
Matthew Hamilton Rosenberg
$1.75M -$2.34K -22 -0.1%
BSB
282
Bangor Savings Bank
Maine
$1.74M +$377K +3,553 +28%
AHC
283
Anderson Hoagland & Co
Missouri
$1.73M -$115K -1,086 -6%
AWS
284
Arkfeld Wealth Strategies
Nebraska
$1.7M +$8.27K +78 +0.5%
WWM
285
WJ Wealth Management
Arizona
$1.7M -$298K -2,807 -15%
CPIG
286
Chicago Partners Investment Group
Illinois
$1.69M -$1.06M -10,048 -39%
RJT
287
Raymond James Trust
Florida
$1.66M +$15.4K +145 +0.9%
NWA
288
New World Advisors
Massachusetts
$1.66M -$268K -2,521 -14%
FCA
289
FLC Capital Advisors
California
$1.65M +$154K +1,447 +10%
LWM
290
LongView Wealth Management
Georgia
$1.64M +$8.5K +80 +0.5%
FNWM
291
Financial Network Wealth Management
Utah
$1.63M – – –
CCG
292
Cypress Capital Group
Florida
$1.62M +$150K +1,415 +10%
JSW
293
Journey Strategic Wealth
New Jersey
$1.62M +$184K +1,732 +13%
FA
294
FC Advisory
Pennsylvania
$1.62M +$314K +2,953 +24%
MLRA
295
Main Line Retirement Advisors
Montana
$1.59M -$19.4K -183 -1%
PSCM
296
Per Stirling Capital Management
Texas
$1.59M +$185K +1,738 +13%
SC
297
Savant Capital
Illinois
$1.59M +$21.8K +205 +1%
SAI
298
Savvy Advisors Inc
New York
$1.58M +$157K +1,475 +11%
P
299
&Partners
Tennessee
$1.56M +$1.56M +14,716 New
MA
300
Mutual Advisors
Nebraska
$1.56M -$409K -3,878 -21%
10 11
12
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