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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 %
MIS
451
Morningstar Investment Services
Illinois
$778K +$778K +7,373 New
FHC
452
First Heartland Consultants
Missouri
$773K +$120K +1,142 +18%
CSP
453
Cary Street Partners
Virginia
$772K +$772K +7,322 New
GS
454
GWN Securities
Florida
$770K +$770K +7,292 New
HI
455
Harbour Investments
Wisconsin
$764K +$183K +1,737 +32%
CA
456
Crewe Advisors
Utah
$764K +$458K +4,340 +150%
EFG
457
Ethos Financial Group
Pennsylvania
$754K +$458K +4,339 +154%
TWM
458
Trinity Wealth Management
Pennsylvania
$749K +$65.2K +618 +10%
CFG
459
Carr Financial Group
Massachusetts
$748K +$4.75K +45 +0.6%
STA
460
Smith Thornton Advisors
Alabama
$742K +$9.18K +87 +1%
BFA
461
Beaumont Financial Advisors
Massachusetts
$739K – – –
PSA
462
Plum Street Advisors
Louisiana
$737K +$123K +1,168 +20%
AWA
463
Aletheian Wealth Advisors
Washington
$737K +$215K +2,036 +41%
FA
464
FF Advisors
California
$737K – – –
CA
465
Continuum Advisory
Idaho
$737K +$2.43K +23 +0.3%
MIA
466
MainStreet Investment Advisors
Illinois
$731K +$153K +1,450 +26%
VNIM
467
Vaughan Nelson Investment Management
Texas
$714K – – –
TFG
468
Tilson Financial Group
New Jersey
$712K -$61K -578 -8%
CISOA
469
Capital Investment Services of America
Wisconsin
$712K +$211K +2,000 +42%
SB
470
Strategic Blueprint
Georgia
$711K -$98.8K -937 -12%
SL
471
SWMG LLC
Texas
$711K -$8.55K -81 -1%
DIA
472
Dean Investment Associates
Ohio
$701K – – –
CPBTD
473
Central Pacific Bank - Trust Division
Hawaii
$701K -$181K -1,715 -21%
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$700K -$31.6K -300 -4%
JSA
475
Jacobson & Schmitt Advisors
Wisconsin
$692K +$692K +6,560 New
17 18
19
20 21