SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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 %
BP
476
BWM Planning
Texas
$690K +$690K +6,542 New
SAM
477
Strive Asset Management
Ohio
$690K +$690K +6,540 New
ACP
478
Aviance Capital Partners
Florida
$689K -$32.6K -309 -5%
FCP
479
Fidelis Capital Partners
Florida
$686K +$273K +2,577 +66%
DWS
480
Dynamic Wealth Strategies
California
$686K -$48.7K -462 -7%
PA
481
Probity Advisors
Texas
$680K -$512K -4,855 -43%
NFG
482
Nations Financial Group
Iowa
$678K -$4.22K -40 -0.6%
WT
483
Whittier Trust
California
$674K – – –
YIA
484
YHB Investment Advisors
Connecticut
$674K +$50.1K +475 +8%
CFGF
485
Compass Financial Group (Florida)
Florida
$673K -$7.49K -71 -1%
DWM
486
Destination Wealth Management
California
$671K +$5.59K +53 +0.8%
SA
487
Stewardship Advisors
Pennsylvania
$668K +$93.6K +887 +16%
SFMG
488
Sage Financial Management Group
Virginia
$660K -$200K -1,897 -23%
SIM
489
Synergy Investment Management
Florida
$659K +$659K +6,248 New
WWA
490
Wingate Wealth Advisors
Massachusetts
$658K +$658K +6,238 New
CFO
491
CVA Family Office
Colorado
$650K +$371K +3,514 +133%
MCM
492
MidAtlantic Capital Management
Virginia
$647K – – –
MFG
493
Merit Financial Group
Georgia
$639K +$270K +2,563 +73%
DWT
494
Dorsey & Whitney Trust
South Dakota
$636K -$150K -1,426 -19%
CF
495
Cyr Financial
Illinois
$630K -$34.8K -330 -5%
GL
496
Graypoint LLC
New York
$629K +$66.6K +631 +12%
CNC
497
Citizens & Northern Corp
Pennsylvania
$625K – – –
CW
498
Code Waechter
Florida
$622K – – –
TC
499
TAGStone Capital
North Carolina
$621K +$2.43K +23 +0.4%
SWA
500
Stratos Wealth Advisors
Ohio
$618K -$781K -7,399 -56%
18 19
20
21 22