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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 %
SCG
526
Sonata Capital Group
Washington
$542K +$10.6K +100 +2%
BAAM
527
Baker Avenue Asset Management
California
$542K +$58K +550 +12%
WA
528
WBH Advisory
Maryland
$539K -$53.9K -511 -9%
CA
529
CoreCap Advisors
Michigan
$538K +$3.69K +35 +0.7%
OCM
530
Objective Capital Management
Ohio
$537K +$23.7K +225 +5%
Bessemer Group
531
Bessemer Group
New Jersey
$537K – – –
IWA
532
Icon Wealth Advisors
Texas
$536K -$1.79K -17 -0.3%
RWM
533
Rialto Wealth Management
New York
$535K +$535K +5,068 New
MADFP
534
Michael A Dubis Financial Planning
Wisconsin
$534K +$534K +5,060 New
OWM
535
Orgel Wealth Management
Wisconsin
$528K -$758K -7,184 -59%
HAIM
536
Hunter Associates Investment Management
Pennsylvania
$527K – – –
OBWG
537
Onyx Bridge Wealth Group
New York
$525K +$525K +4,977 New
MLA
538
My Legacy Advisors
Oregon
$524K +$64.9K +616 +14%
PA
539
PFG Advisors
Arizona
$524K -$13.2K -125 -2%
BFG
540
Berger Financial Group
Minnesota
$523K -$21.6K -205 -4%
MWM
541
Meridian Wealth Management
Kentucky
$522K +$35.8K +339 +7%
CWM
542
Chesapeake Wealth Management
Virginia
$522K +$47.5K +450 +10%
OWCM
543
One Wealth Capital Management
Arizona
$516K +$516K +4,892 New
EFS
544
Essex Financial Services
Connecticut
$515K – – –
AWS
545
Aspen Wealth Strategies
Colorado
$514K +$105 +1 +0%
KWM
546
Kingsview Wealth Management
Oregon
$513K -$18.1K -172 -3%
RA
547
Riversedge Advisors
Delaware
$510K +$89.5K +848 +21%
TWM
548
Tanager Wealth Management
United Kingdom
$508K – – –
ATPW
549
Ashton Thomas Private Wealth
Arizona
$508K +$508K +4,812 New
MWP
550
Madison Wealth Partners
Wisconsin
$505K -$54.4K -516 -10%
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