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iShares Short-Term National Muni Bond ETF
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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.

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
1
TIAA Trust, National Association
North Carolina
$191M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$632M
3
Bank of America
3
Bank of America
North Carolina
$731M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$647M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$20.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$618M
2
Jane Street
2
Jane Street
New York
$77.9M
3
WL
3
WIT LLC
District of Columbia
$122M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83.6M
5
BlackRock
5
BlackRock
New York
$6.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$51.7M 494,783 -16,802 -3%
AF
27
Allworth Financial
California
$51.3M 488,591 +17,628 +4%
MMA
28
Miracle Mile Advisors
California
$50.2M 480,241 +113,317 +31%
HIG
29
Heritage Investment Group
Florida
$48.1M 460,477 -25,275 -5%
TI
30
Truepoint Inc
Ohio
$36.1M 345,214 -21,864 -6%
WCWM
31
Willow Creek Wealth Management
California
$34.6M 330,931 -4,857 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$34.2M 326,542 +120,853 +59%
Stifel Financial
33
Stifel Financial
Missouri
$30.4M 290,760 -371 -0.1%
Cerity Partners
34
Cerity Partners
New York
$29.9M 285,686 -6,073 -2%
CWM
35
Cahaba Wealth Management
Georgia
$29.4M 280,951 +3,823 +1%
DCM
36
DGS Capital Management
New Jersey
$29.2M 279,566 +6,780 +2%
PCIG
37
Partners Capital Investment Group
Massachusetts
$29M 277,067 +136,501 +97%
Goldman Sachs
38
Goldman Sachs
New York
$28.8M 275,893 -27,220 -9%
RJA
39
Raymond James & Associates
Florida
$26.9M 257,462 +81,272 +46%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$26.4M 252,766 -10,756 -4%
CFG
41
Citizens Financial Group
Rhode Island
$24.9M 237,804 -16,684 -7%
AC
42
Apella Capital
Connecticut
$24.9M 237,430 -2,893 -1%
WJA
43
Willis Johnson & Associates
Texas
$24.6M 235,106 +7,870 +3%
ONB
44
Old National Bancorp
Indiana
$24.4M 233,402 +55,144 +31%
BCI
45
Brinker Capital Investments
Pennsylvania
$23.3M 222,868 +31,713 +17%
OPS
46
Orion Portfolio Solutions
Nebraska
$23.3M 222,868 +31,713 +17%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$23M 220,403 +17,082 +8%
RWM
48
Ritholtz Wealth Management
New York
$22.9M 218,945 -3,271 -1%
Osaic Holdings
49
Osaic Holdings
Arizona
$22.6M 215,826 +46,230 +27%
Members Trust
50
Members Trust
Florida
$22.5M 215,303 -10,692 -5%
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