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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 %
EB
426
Exchange Bank
California
$873K +$560K +5,311 +179%
RFP
427
RCS Financial Planning
Maryland
$866K +$151K +1,430 +21%
WHCI
428
W.H. Cornerstone Investments
Massachusetts
$866K +$41.2K +391 +5%
PC
429
Prairiewood Capital
North Dakota
$863K – – –
IA
430
IFP Advisors
Florida
$860K +$492K +4,449 +134%
PWM
431
Power Wealth Management
Georgia
$857K +$55.9K +530 +7%
ACS
432
Archford Capital Strategies
Illinois
$851K +$92K +872 +12%
LW
433
Linscomb Wealth
Texas
$843K +$12K +114 +1%
NB
434
NBT Bank
New York
$839K -$31.6K -300 -4%
BOC
435
Blue Oak Capital
California
$837K +$837K +7,939 New
WCA
436
Westover Capital Advisors
Delaware
$836K -$8.23K -78 -1%
FAFN
437
First Affirmative Financial Network
Colorado
$836K -$32.9K -312 -4%
FHA
438
First Horizon Advisors
Tennessee
$829K +$320K +3,036 +63%
PFA
439
Pure Financial Advisors
California
$829K -$272K -2,582 -25%
DJSG
440
D.J. St. Germain
Massachusetts
$809K +$239K +2,265 +42%
CMBA
441
C.M. Bidwell & Associates
Hawaii
$805K – – –
Lido Advisors
442
Lido Advisors
California
$805K -$159K -1,510 -17%
PA
443
Parallel Advisors
California
$802K -$633K -6,000 -44%
BSTWA
444
Blake Schutter Theil Wealth Advisors
Ohio
$801K – – –
VIM
445
Vista Investment Management
Pennsylvania
$800K – – –
PCA
446
Prosperity Capital Advisors
Ohio
$792K +$329K +3,123 +71%
DB
447
Dravo Bay
Delaware
$788K +$94.8K +899 +14%
RPA
448
Rock Point Advisors
Vermont
$787K +$10.5K +100 +1%
RTL
449
Red Tortoise LLC
Georgia
$783K +$176K +1,670 +29%
HWP
450
Heritage Wealth Partners
Ohio
$781K -$15.6K -148 -2%
16 17
18
19 20