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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
Jane Street
Jane Street
New York
+$136M
3
OWM
Orgel Wealth Management
Wisconsin
+$110M
4
Bank of America
Bank of America
North Carolina
+$60M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$32.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$64.9M
2
LPL Financial
LPL Financial
California
-$56.4M
3
WL
WIT LLC
District of Columbia
-$30.7M
4
Franklin Resources
Franklin Resources
California
-$30.2M
5
RBCM
Raub Brock Capital Management
California
-$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
576
Neuberger Berman Group
New York
$402K +$402K +3,809 New
CRA
577
Clear Rock Advisors
Texas
$400K +$400K +3,816 New
AG
578
Ascent Group
Virginia
$399K +$15.7K +150 +4%
WF
579
Warner Financial
Maryland
$399K – – –
GWSG
580
GPS Wealth Strategies Group
Colorado
$398K +$1.27K +12 +0.3%
PJWM
581
Philip James Wealth Mangement
Georgia
$397K +$397K +3,770 New
PWA
582
Pillar Wealth Advisors
Pennsylvania
$396K +$178K +1,688 +82%
GD
583
Grandfield & Dodd
New York
$394K – – –
TWP
584
Tyche Wealth Partners
Texas
$393K +$393K +3,730 New
CSIA
585
Conrad Siegel Investment Advisors
Pennsylvania
$393K +$393K +3,728 New
VFPW
586
Vantage Financial Partners (Wisconsin)
Wisconsin
$392K +$392K +3,721 New
C1AG
587
Client 1st Advisory Group
Florida
$391K – – –
SXL
588
Summit X LLC
Missouri
$390K -$365K -3,436 -48%
AWM
589
Able Wealth Management
New Jersey
$385K +$385K +3,652 New
KPWG
590
KFA Private Wealth Group
Virginia
$383K +$1.05K +10 +0.3%
OAP
591
One Advisory Partners
Kansas
$380K -$679K -6,438 -64%
APIM
592
Agate Pass Investment Management
Washington
$380K -$31.6K -300 -8%
PCA
593
Prosperity Capital Advisors
Ohio
$378K -$192K -1,821 -34%
SWP
594
Summit Wealth Partners
Florida
$374K -$271K -2,570 -42%
FHA
595
Flagship Harbor Advisors
Massachusetts
$373K +$105 +1 +0%
GL
596
Graypoint LLC
New York
$368K +$11.5K +109 +3%
DC
597
DeDora Capital
California
$368K +$25.2K +239 +7%
RB
598
Renasant Bank
Mississippi
$359K -$53.9K -511 -13%
NCM
599
NCM Capital Management
New Jersey
$358K +$358K +3,400 New
PWM
600
PBMares Wealth Management
Virginia
$358K -$576K -5,463 -62%
22 23
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