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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 %
SWM
351
Seaside Wealth Management
California
$1.17M -$624K -5,965 -35%
WSFS
352
Wilmington Savings Fund Society
Delaware
$1.16M -$424K -4,055 -27%
FA
353
Flagstar Advisors
New York
$1.16M -$138K -1,320 -11%
TWP
354
Total Wealth Planning
Ohio
$1.15M -$155K -1,476 -12%
KPP
355
Kings Path Partners
Texas
$1.15M +$1.15M +10,985 New
OWM
356
Orgel Wealth Management
Wisconsin
$1.15M +$212K +2,031 +23%
SWP
357
Strategic Wealth Partners
Ohio
$1.14M +$31.5K +301 +3%
BCA
358
Bray Capital Advisors
Florida
$1.12M -$267K -2,550 -19%
CFP
359
Catalyst Financial Partners
Massachusetts
$1.12M -$13.4K -128 -1%
SGCA
360
Steel Grove Capital Advisors
Tennessee
$1.12M -$560K -5,361 -33%
AWAG
361
ARS Wealth Advisors Group
Florida
$1.12M – – –
AFG
362
Altiora Financial Group
Ohio
$1.12M +$173K +1,650 +18%
BCM
363
Becker Capital Management
Oregon
$1.1M -$1.46M -14,005 -57%
AWA
364
Aaron Wealth Advisors
Illinois
$1.1M +$1.1M +10,520 New
WP
365
WealthShield Partners
North Carolina
$1.09M +$194K +1,859 +22%
RPCA
366
Running Point Capital Advisors
California
$1.09M +$50.5K +483 +5%
HI
367
Human Investing
Oregon
$1.09M -$229K -2,190 -17%
PWA
368
Physician Wealth Advisors
Utah
$1.08M -$83.8K -798 -7%
GWCM
369
Godshalk Welsh Capital Management
Pennsylvania
$1.08M +$15.7K +150 +1%
VWA
370
VERITY Wealth Advisors
United States
$1.08M – – –
HIF
371
Hill Island Financial
Michigan
$1.07M -$67.9K -649 -6%
MG
372
Mather Group
Illinois
$1.05M +$70.6K +674 +7%
TCM
373
TruNorth Capital Management
Michigan
$1.05M – – –
CL
374
Choreo LLC
Illinois
$1.04M +$639K +6,126 +158%
CA
375
CGN Advisors
Kansas
$1.02M -$978K -9,357 -49%
13 14
15
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