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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.

Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
11%
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
1
Bank of America
North Carolina
$821M
2
Raymond James Financial
2
Raymond James Financial
Florida
$44.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Citigroup
4
Citigroup
New York
$116M
5
LPL Financial
5
LPL Financial
California
$97.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$489M
2
CWM
2
CIBC World Markets
New York
$0
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$183M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$34.6M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
HIG
26
Heritage Investment Group
Florida
$49.2M 466,753 +4,771 +1%
Raymond James Financial
27
Raymond James Financial
Florida
$44.5M 421,603 +421,603 New
Cerity Partners
28
Cerity Partners
New York
$42.3M 401,151 +65,962 +20%
TI
29
Truepoint Inc
Ohio
$40.7M 385,488 +28,899 +8%
HighTower Advisors
30
HighTower Advisors
Illinois
$38.7M 366,922 +22,900 +7%
WCWM
31
Willow Creek Wealth Management
California
$37.4M 354,349 +16,064 +5%
CFG
32
Citizens Financial Group
Rhode Island
$36.2M 343,326 +108,446 +46%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$36M 341,391 +80,076 +31%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$35.7M 338,190 +107,274 +46%
Renaissance Technologies
35
Renaissance Technologies
New York
$34.6M 328,300 -169,100 -34%
Stifel Financial
36
Stifel Financial
Missouri
$32.1M 304,083 -17,964 -6%
Goldman Sachs
37
Goldman Sachs
New York
$31.8M 301,914 +61,073 +25%
ONB
38
Old National Bancorp
Indiana
$30.5M 289,339 +1,840 +0.6%
DCM
39
DGS Capital Management
New Jersey
$30.2M 286,031 -6,430 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$29.8M 282,085 +17,381 +7%
AC
41
Apella Capital
Connecticut
$28.8M 273,018 +20,658 +8%
BCI
42
Brinker Capital Investments
Pennsylvania
$28.7M 272,004 +24,989 +10%
OPS
43
Orion Portfolio Solutions
Nebraska
$28.7M 272,004 +24,989 +10%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$28M 265,852 +15,235 +6%
WJA
45
Willis Johnson & Associates
Texas
$26.9M 255,047 +2,177 +0.9%
RWB
46
RMR Wealth Builders
New Jersey
$24.7M 233,877 +20,444 +10%
Osaic Holdings
47
Osaic Holdings
Arizona
$24.6M 233,064 +70,247 +43%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$24.4M 231,777 +1,708 +0.7%
RWM
49
Ritholtz Wealth Management
New York
$23.8M 225,282 +3,556 +2%
CWM
50
Cahaba Wealth Management
Georgia
$22.4M 212,280 +2,473 +1%
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