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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.

New
Increased
Maintained
Reduced
Closed
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
TIAA Trust, National Association
North Carolina
+$84.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$35.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$144M
2
Jane Street
Jane Street
New York
-$100M
3
WL
WIT LLC
District of Columbia
-$71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.4M
5
BlackRock
BlackRock
New York
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
476
Bleakley Financial Group
New Jersey
$587K +$64.8K +620 +12%
PFA
477
Petra Financial Advisors
Colorado
$585K -$79.6K -761 -12%
GC
478
Grimes & Company
Massachusetts
$584K +$3.03K +29 +0.5%
MFG
479
Merit Financial Group
Georgia
$583K -$8.99K -86 -2%
SAM
480
SP Asset Management
California
$575K – – –
IF
481
Intrua Financial
Texas
$565K +$277K +2,649 +96%
Jones Financial Companies
482
Jones Financial Companies
Missouri
$561K +$440K +4,209 +363%
PA
483
Procyon Advisors
Connecticut
$561K +$39K +373 +7%
PGAM
484
Princeton Global Asset Management
New Jersey
$554K +$554K +5,300 New
CA
485
Continuum Advisory
Idaho
$550K -$157K -1,504 -22%
MWP
486
Madison Wealth Partners
Wisconsin
$545K -$160K -1,533 -23%
IWA
487
Icon Wealth Advisors
Texas
$538K +$30K +285 +6%
RTL
488
Red Tortoise LLC
Georgia
$535K +$99.6K +953 +23%
Bessemer Group
489
Bessemer Group
New Jersey
$531K +$244K +2,334 +85%
Wealthfront Advisers
490
Wealthfront Advisers
California
$531K +$206K +1,970 +63%
TFA
491
Tobias Financial Advisors
Florida
$530K -$334K -3,190 -39%
WPW
492
Waldron Private Wealth
Pennsylvania
$525K – – –
HAIM
493
Hunter Associates Investment Management
Pennsylvania
$523K – – –
AWS
494
Aspen Wealth Strategies
Colorado
$518K +$1.89K +18 +0.4%
KWM
495
Kingsview Wealth Management
Oregon
$517K +$18.4K +176 +4%
HFA
496
High Falls Advisors
New York
$517K -$4.18K -40 -0.8%
AWA
497
Aletheian Wealth Advisors
Washington
$516K +$2.61K +25 +0.5%
EFS
498
Essex Financial Services
Connecticut
$514K +$514K +4,879 New
FM
499
Foster & Motley
Ohio
$513K +$16.7K +160 +3%
OWMIAS
500
One Wealth Management Investment & Advisory Services
Florida
$504K +$2.72K +26 +0.5%
18 19
20
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