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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

826 hedge funds and large institutions have $7.73B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
10.99%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
122
Increased
345
Reduced
249
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$72.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.6M
3
Citigroup
Citigroup
New York
+$20.4M
4
LPL Financial
LPL Financial
California
+$18.7M
5
EP
Essential Planning
New Hampshire
+$17.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$54.6M
2
CWM
CIBC World Markets
New York
-$54.3M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.8M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
376
WealthShield Partners
North Carolina
$1.14M +$13.2K +125 +1%
CWM
377
Certus Wealth Management
California
$1.14M -$136K -1,284 -11%
BCA
378
Bray Capital Advisors
Florida
$1.13M – – –
JWS
379
Juncture Wealth Strategies
Arizona
$1.13M -$242K -2,297 -18%
SWP
380
Strategic Wealth Partners
Ohio
$1.12M +$76.6K +724 +7%
CL
381
Choreo LLC
Illinois
$1.11M -$3.98M -37,707 -78%
CFD
382
Creative Financial Designs
Indiana
$1.1M +$415K +3,937 +61%
SG
383
StoneX Group
New York
$1.1M +$1.1M +10,431 New
ZIM
384
Zacks Investment Management
Illinois
$1.09M +$6.65K +63 +0.6%
STA
385
Shade Tree Advisors
New York
$1.08M +$1.08M +10,277 New
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$1.08M +$554K +5,250 +105%
AssetMark Inc
387
AssetMark Inc
California
$1.08M +$399K +3,778 +59%
CG
388
Clarus Group
Texas
$1.08M -$100K -951 -9%
EFA
389
Evernest Financial Advisors
Indiana
$1.07M +$75K +711 +8%
LPT
390
Legacy Private Trust
Wisconsin
$1.07M – – –
C
391
Croban
Ohio
$1.07M +$1.07M +10,127 New
BFP
392
Brewster Financial Planning
New York
$1.07M +$600K +5,684 +129%
TCM
393
TruNorth Capital Management
Michigan
$1.06M +$3.27K +31 +0.3%
CA
394
CGN Advisors
Kansas
$1.06M +$91.8K +870 +9%
USGIU
395
U.S. Global Investors (USGI)
Texas
$1.05M +$1.05M +10,000 New
AAM
396
Austin Asset Management
Texas
$1.05M +$39.9K +378 +4%
EFG
397
Everhart Financial Group
Ohio
$1.05M -$5.7K -54 -0.5%
HIF
398
Hill Island Financial
Michigan
$1.05M -$9.28K -88 -0.9%
CFGS
399
Concourse Financial Group Securities
Alabama
$1.03M +$50.9K +482 +5%
OP
400
ORG Partners
Indiana
$1.03M -$14.3K -136 -1%
14 15
16
17 18