SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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 %
CPBTD
401
Central Pacific Bank - Trust Division
Hawaii
$874K +$26.3K +252 +3%
KC
402
Kades & Cheifetz
Pennsylvania
$861K +$77.7K +743 +10%
PC
403
Prairiewood Capital
North Dakota
$855K +$29K +277 +4%
ZIM
404
Zacks Investment Management
Illinois
$851K -$336K -3,211 -28%
GWMR
405
GC Wealth Management RIA
Massachusetts
$848K -$115K -1,097 -12%
WCA
406
Westover Capital Advisors
Delaware
$847K -$157K -1,499 -16%
SCM
407
Steele Capital Management
Iowa
$828K -$101K -962 -11%
FAFN
408
First Affirmative Financial Network
Colorado
$827K +$25.2K +241 +3%
RWP
409
Revolve Wealth Partners
New Jersey
$824K – – –
GA
410
Greenspring Advisors
Maryland
$818K -$646K -6,181 -44%
HWMC
411
Heritage Wealth Management (California)
California
$817K -$73.2K -700 -8%
VPP
412
Vertex Planning Partners
Illinois
$815K – – –
WHCI
413
W.H. Cornerstone Investments
Massachusetts
$813K -$79.1K -756 -9%
ACS
414
Archford Capital Strategies
Illinois
$800K +$44.1K +422 +6%
FA
415
FF Advisors
California
$800K +$7.74K +74 +1%
DCM
416
Donaldson Capital Management
Indiana
$794K +$794K +7,595 New
PFA
417
Pure Financial Advisors
California
$779K -$35.8K -342 -4%
HF
418
HRT Financial
New York
$773K +$773K +7,401 New
RPA
419
Rock Point Advisors
Vermont
$767K +$767K +7,340 New
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$766K +$1.26K +12 +0.2%
HVIA
421
Hudson Valley Investment Advisors
New York
$760K -$252K -2,393 -25%
CMBA
422
C.M. Bidwell & Associates
Hawaii
$753K +$2.3K +22 +0.3%
DWT
423
Dorsey & Whitney Trust
South Dakota
$752K +$30.8K +295 +4%
DWS
424
Dynamic Wealth Strategies
California
$750K -$39.6K -379 -5%
SL
425
SWMG LLC
Texas
$739K -$670K -6,408 -48%
15 16
17
18 19