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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 %
CWM
326
Certus Wealth Management
California
$1.38M -$645K -6,173 -32%
Financial Engines Advisors
327
Financial Engines Advisors
California
$1.37M -$543K -5,191 -28%
OP
328
ORG Partners
Indiana
$1.36M +$1.36M +13,070 New
PL
329
Plancorp LLC
Missouri
$1.36M – – –
LPT
330
Legacy Private Trust
Wisconsin
$1.35M -$315K -3,014 -19%
BSB
331
Bangor Savings Bank
Maine
$1.34M +$1.15M +11,020 +607%
MCA
332
Maryland Capital Advisors
Maryland
$1.34M – – –
AIP
333
Ameritas Investment Partners
Nebraska
$1.34M -$1.57K -15 -0.1%
VCM
334
Vivaldi Capital Management
Illinois
$1.33M – – –
SJGA
335
Stephen J. Garry & Associates
New York
$1.31M +$523 +5 +0%
TLFA
336
True Link Financial Advisors
California
$1.3M +$34.5K +330 +3%
CIA
337
Capital Investment Advisors
Georgia
$1.29M +$105 +1 +0%
FA
338
FC Advisory
Pennsylvania
$1.29M +$111K +1,066 +9%
CAM
339
Cresset Asset Management
Illinois
$1.28M +$452K +4,325 +55%
AIA
340
Ally Invest Advisors
North Carolina
$1.28M +$154K +1,469 +14%
Citadel Advisors
341
Citadel Advisors
Florida
$1.28M +$1.28M +12,201 New
Northern Trust
342
Northern Trust
Illinois
$1.27M +$54.5K +521 +4%
PA
343
Probity Advisors
Texas
$1.26M -$115K -1,096 -8%
MWM
344
McNaughton Wealth Management
California
$1.26M +$30.1K +288 +2%
CWS
345
Confluence Wealth Services
Pennsylvania
$1.24M +$123K +1,176 +11%
AA
346
Advisory Alpha
Michigan
$1.22M -$136K -1,297 -10%
EFG
347
Everhart Financial Group
Ohio
$1.22M +$38.2K +365 +3%
CG
348
Cynosure Group
Utah
$1.19M – – –
IPW
349
Intergy Private Wealth
Colorado
$1.18M -$769K -7,355 -40%
CCWA
350
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$41.7K +399 +4%
12 13
14
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