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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$84.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$35.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$144M
2
Jane Street
Jane Street
New York
-$100M
3
WL
WIT LLC
District of Columbia
-$71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.4M
5
BlackRock
BlackRock
New York
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
301
Financial Network Wealth Management
Utah
$1.61M – – –
LWM
302
LongView Wealth Management
Georgia
$1.61M +$1.61M +15,354 New
KWM
303
Keebeck Wealth Management
Illinois
$1.6M -$238K -2,280 -13%
MLRA
304
Main Line Retirement Advisors
Montana
$1.59M +$15.9K +152 +1%
EC
305
Elequin Capital
New York
$1.57M +$1.57M +15,002 New
SC
306
Savant Capital
Illinois
$1.54M +$1.25M +11,994 +440%
Deutsche Bank
307
Deutsche Bank
Germany
$1.51M – – –
AAS
308
Avantax Advisory Services
Texas
$1.5M +$475K +4,544 +46%
BSA
309
Bull Street Advisors
Georgia
$1.49M – – –
FCA
310
FLC Capital Advisors
California
$1.47M +$169K +1,619 +13%
BW
311
BIP Wealth
Georgia
$1.46M -$313K -2,989 -18%
SQA
312
Simon Quick Advisors
New Jersey
$1.46M +$418 +4 +0%
EWA
313
EverSource Wealth Advisors
Alabama
$1.45M -$105 -1 -0%
CCG
314
Cypress Capital Group
Florida
$1.45M +$301K +2,880 +26%
WB
315
Webster Bank
Connecticut
$1.44M – – –
OMC
316
Old Mission Capital
Illinois
$1.43M +$1.43M +13,691 New
P
317
Pitcairn
Pennsylvania
$1.43M – – –
JSW
318
Journey Strategic Wealth
New Jersey
$1.42M +$181K +1,734 +15%
SAI
319
Savvy Advisors Inc
New York
$1.41M -$819K -7,832 -37%
CWA
320
Continuum Wealth Advisors
New York
$1.4M +$198K +1,897 +16%
SWA
321
Stratos Wealth Advisors
Ohio
$1.4M -$61.8K -591 -4%
FNT
322
First National Trust
Pennsylvania
$1.39M -$310K -2,968 -18%
RIM
323
Rockbridge Investment Management
New York
$1.38M – – –
PSCM
324
Per Stirling Capital Management
Texas
$1.38M +$145K +1,386 +12%
WT
325
Washington Trust
Rhode Island
$1.38M +$88.9K +850 +7%
11 12
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