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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$560M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$102M
3
Creative Planning
3
Creative Planning
Kansas
$251M
4
Jane Street
4
Jane Street
New York
$178M
5
CIA
5
Choate Investment Advisors
Massachusetts
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$763M
3
OWM
3
Orgel Wealth Management
Wisconsin
$935K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$60.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HIG
26
Heritage Investment Group
Florida
$50.9M 485,752 -351 -0.1%
AF
27
Allworth Financial
California
$49.3M 470,963 +7,177 +2%
TI
28
Truepoint Inc
Ohio
$38.4M 367,078 +28,019 +8%
MMA
29
Miracle Mile Advisors
California
$38.4M 366,924 +82,209 +29%
BlackRock
30
BlackRock
New York
$35.7M 341,227 -13,459 -4%
WCWM
31
Willow Creek Wealth Management
California
$35.2M 335,788 +24,538 +8%
Goldman Sachs
32
Goldman Sachs
New York
$31.7M 303,113 -27,393 -8%
Cerity Partners
33
Cerity Partners
New York
$30.6M 291,759 -53,786 -16%
Stifel Financial
34
Stifel Financial
Missouri
$30.5M 291,131 +11,179 +4%
CWM
35
Cahaba Wealth Management
Georgia
$29M 277,128 +12,402 +5%
Renaissance Technologies
36
Renaissance Technologies
New York
$28.7M 274,400 +21,069 +8%
DCM
37
DGS Capital Management
New Jersey
$28.6M 272,786 +26,851 +11%
OCM
38
One Capital Management
California
$27.9M 266,387 +19,832 +8%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$27.6M 263,522 +3,084 +1%
CFG
40
Citizens Financial Group
Rhode Island
$26.7M 254,488 -21,287 -8%
SC
41
Slow Capital
California
$25.1M 240,009 +28,414 +13%
AC
42
Apella Capital
Connecticut
$25.1M 240,323 -4,522 -2%
WJA
43
Willis Johnson & Associates
Texas
$23.8M 227,236 +18,904 +9%
Members Trust
44
Members Trust
Florida
$23.7M 225,995 +71,918 +47%
RWM
45
Ritholtz Wealth Management
New York
$23.3M 222,216 -5,773 -3%
BSW
46
Buckingham Strategic Wealth
Missouri
$22.6M 216,264 -6,721 -3%
BPA
47
Beacon Pointe Advisors
California
$21.9M 208,689 -20,783 -9%
HighTower Advisors
48
HighTower Advisors
Illinois
$21.5M 205,689 +4,742 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$21.3M 203,321 -12,851 -6%
BCI
50
Brinker Capital Investments
Pennsylvania
$20M 191,155 +12,866 +7%
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