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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 %
EIA
551
Edgemoor Investment Advisors
Maryland
$505K +$232K +2,200 +85%
IWM
552
IHT Wealth Management
Illinois
$504K -$7.7K -73 -2%
CT
553
Colonial Trust
South Carolina
$504K +$79.3K +752 +19%
JCM
554
Jacobi Capital Management
Pennsylvania
$503K +$2.95K +28 +0.6%
BWM
555
Bernard Wealth Management
Michigan
$500K +$500K +4,737 New
HA
556
Helium Advisors
Washington
$494K +$494K +4,687 New
CIA
557
Concurrent Investment Advisors
Florida
$493K +$198K +1,878 +67%
BWM
558
BCGM Wealth Management
Indiana
$485K +$25.1K +238 +5%
FIA
559
Foundations Investment Advisors
Arizona
$484K +$243K +2,301 +101%
HTC
560
Haverford Trust Company
Pennsylvania
$482K – – –
FM
561
Foster & Motley
Ohio
$482K -$12.7K -120 -3%
CFB
562
Cullen/Frost Bankers
Texas
$481K +$14.2K +135 +3%
PCG
563
Prosperity Consulting Group
Maryland
$480K +$75.4K +715 +19%
BAM
564
Berkshire Asset Management
Pennsylvania
$478K – – –
BWP
565
Bernardo Wealth Planning
Pennsylvania
$477K -$63.2K -600 -12%
PPC
566
Park Place Capital
Alabama
$468K -$140K -1,330 -23%
CIP
567
Cornerstone Investment Partners
Georgia
$467K +$34.1K +323 +8%
SGCA
568
Steel Grove Capital Advisors
Tennessee
$466K -$340K -3,220 -42%
TIAM2
569
Tru Independence Asset Management 2
Oregon
$463K – – –
HWMC
570
Heritage Wealth Management (California)
California
$462K -$184K -1,743 -28%
PA
571
Procyon Advisors
Connecticut
$462K -$104K -987 -18%
LRPA
572
L. Roy Papp & Associates
Arizona
$459K – – –
BRIA
573
Balanced Rock Investment Advisors
Massachusetts
$455K -$4.85K -46 -1%
CAMG
574
CWA Asset Management Group
Florida
$451K +$129K +1,225 +40%
CTWM
575
Cherry Tree Wealth Management
Minnesota
$449K -$36.4K -345 -8%
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