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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.

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 %
IA
501
IFG Advisory
Georgia
$618K +$618K +5,858 New
NG
502
Novem Group
New York
$609K +$609K +5,771 New
OWA
503
Opal Wealth Advisors
New York
$608K +$360K +3,417 +145%
FLA
504
Financial Life Advisors
Texas
$603K +$26.4K +250 +5%
PGAM
505
Princeton Global Asset Management
New Jersey
$602K +$50.6K +480 +9%
LW
506
Libra Wealth
California
$601K – – –
DCM
507
Donaldson Capital Management
Indiana
$600K -$199K -1,888 -25%
CPP
508
Capasso Planning Partners
South Carolina
$599K -$2.18M -20,665 -78%
PFA
509
Petra Financial Advisors
Colorado
$587K -$6.12K -58 -1%
EH
510
Equitable Holdings
New York
$586K -$1.34M -12,710 -70%
HFA
511
High Falls Advisors
New York
$586K -$1.06K -10 -0.2%
RWP
512
Revolve Wealth Partners
New Jersey
$586K -$240K -2,276 -29%
SAM
513
Smartleaf Asset Management
Massachusetts
$582K +$275K +2,602 +89%
SAM
514
SP Asset Management
California
$580K – – –
GWMR
515
GC Wealth Management RIA
Massachusetts
$574K -$282K -2,670 -33%
TFO
516
Timonier Family Office
North Carolina
$565K +$565K +5,358 New
AWM
517
Accurate Wealth Management
Florida
$564K +$29.4K +279 +6%
MWM
518
Modern Wealth Management
Kansas
$562K +$211K +2,004 +60%
I
519
INVST
Indiana
$562K +$5.06K +48 +0.9%
AWP
520
Avid Wealth Partners
Texas
$561K -$396K -3,758 -41%
PW
521
Peninsula Wealth
California
$558K -$6.22K -59 -1%
CTA
522
Colonial Trust Advisors
South Carolina
$553K +$211 +2 +0%
GC
523
Grimes & Company
Massachusetts
$549K -$42.9K -407 -7%
KW
524
Keyvantage Wealth
Pennsylvania
$547K +$547K +5,190 New
RFP
525
Roth Financial Partners
Texas
$545K +$317K +3,005 +139%
19 20
21
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