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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
Jane Street
Jane Street
New York
+$136M
3
OWM
Orgel Wealth Management
Wisconsin
+$110M
4
Bank of America
Bank of America
North Carolina
+$60M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$32.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$64.9M
2
LPL Financial
LPL Financial
California
-$56.4M
3
WL
WIT LLC
District of Columbia
-$30.7M
4
Franklin Resources
Franklin Resources
California
-$30.2M
5
RBCM
Raub Brock Capital Management
California
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
376
Journey Strategic Wealth
New Jersey
$1.15M +$19.7K +187 +2%
WCA
377
Westover Capital Advisors
Delaware
$1.15M -$19K -180 -2%
CFD
378
Creative Financial Designs
Indiana
$1.14M -$1.34M -12,734 -54%
FFM
379
Flagstone Financial Management
Nebraska
$1.13M +$813K +7,708 +254%
AWAG
380
ARS Wealth Advisors Group
Florida
$1.13M – – –
AC
381
AWM Capital
Arizona
$1.13M +$1.13M +10,695 New
MA
382
Mutual Advisors
Nebraska
$1.13M +$187K +1,777 +20%
PW
383
Peninsula Wealth
California
$1.1M +$15.9K +151 +1%
MIA
384
MainStreet Investment Advisors
Illinois
$1.08M -$733K -6,955 -40%
AWA
385
Archvest Wealth Advisors
California
$1.08M -$6.64K -63 -0.6%
RPCA
386
Running Point Capital Advisors
California
$1.08M +$229K +2,168 +27%
WHCI
387
W.H. Cornerstone Investments
Massachusetts
$1.07M +$339K +3,217 +46%
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$1.07M +$581K +5,508 +119%
C
389
Croban
Ohio
$1.07M +$1.07M +10,127 New
FA
390
FC Advisory
Pennsylvania
$1.07M +$19.5K +185 +2%
WPC
391
Wedmont Private Capital
Pennsylvania
$1.06M -$2.22M -21,076 -68%
SWP
392
Strategic Wealth Partners
Ohio
$1.06M -$24.4K -231 -2%
IA
393
IAM Advisory
Pennsylvania
$1.06M +$13.4K +127 +1%
LW
394
Linscomb Wealth
Texas
$1.06M -$325K -3,079 -24%
GVAG
395
Great Valley Advisor Group
Delaware
$1.06M +$231K +2,189 +28%
CST
396
Charles Schwab Trust
Nevada
$1.05M -$30K -285 -3%
MG
397
Mather Group
Illinois
$1.04M +$4.96K +47 +0.5%
AIA
398
Ally Invest Advisors
North Carolina
$1.04M +$145K +1,375 +16%
RIA
399
Regal Investment Advisors
Michigan
$1.01M -$177K -1,683 -15%
AAM
400
Austin Asset Management
Texas
$1.01M +$1.05K +10 +0.1%
14 15
16
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