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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 %
AG
401
Ascent Group
Virginia
$1.03M +$150K +1,426 +17%
SPA
402
Shore Point Advisors
New Jersey
$1.02M +$76.6K +726 +8%
WA
403
WPG Advisers
Maryland
$1M +$1M +9,512 New
VPP
404
Vertex Planning Partners
Illinois
$961K +$138K +1,310 +17%
CFG
405
Cosner Financial Group
Colorado
$954K – – –
CCM
406
Carlson Capital Management
Minnesota
$934K +$150K +1,419 +19%
FFA
407
Fragasso Financial Advisors
Pennsylvania
$930K – – –
LWA
408
LifeGoal Wealth Advisors
New York
$928K +$928K +8,795 New
RF
409
RHS Financial
California
$923K -$27.3K -259 -3%
LAMC
410
Longview Asset Management (California)
California
$921K +$921K +8,734 New
CCG
411
Chatham Capital Group
Georgia
$915K – – –
HP
412
Hilltop Partners
Indiana
$908K -$82.3K -780 -8%
KWM
413
Keebeck Wealth Management
Illinois
$906K -$537K -5,093 -37%
TWM
414
TriaGen Wealth Management
California
$901K +$901K +8,541 New
BJL
415
Brighton Jones LLC
Washington
$899K +$517K +4,904 +135%
MG
416
Mather Group
Illinois
$896K +$1.27K +12 +0.1%
PWA
417
Physician Wealth Advisors
Utah
$887K -$80.3K -761 -8%
SCA
418
Scott Capital Advisors
Oregon
$887K -$182K -1,728 -17%
PP
419
Postrock Partners
Oregon
$886K +$886K +8,400 New
JAA
420
Joel Adams & Associates
North Carolina
$885K +$885K +8,390 New
RW
421
Rede Wealth
Virginia
$884K +$142K +1,349 +19%
WPC
422
Wedmont Private Capital
Pennsylvania
$879K +$63.6K +604 +8%
TWP
423
Total Wealth Planning
Ohio
$877K -$278K -2,639 -24%
CFG
424
Certior Financial Group
Pennsylvania
$876K +$876K +8,305 New
BMWS
425
Brady Martz Wealth Solutions
North Dakota
$873K +$873K +8,295 New
15 16
17
18 19