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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$84.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$35.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$144M
2
Jane Street
Jane Street
New York
-$100M
3
WL
WIT LLC
District of Columbia
-$71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.4M
5
BlackRock
BlackRock
New York
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
576
Hayek Kallen Investment Management
Alabama
$358K – – –
FTUS
577
Flow Traders U.S.
New York
$356K +$356K +3,402 New
RB
578
Renasant Bank
Mississippi
$356K -$146K -1,400 -29%
SAG
579
Spotlight Asset Group
Illinois
$356K – – –
SWP
580
Summit Wealth Partners
Florida
$354K +$1.88K +18 +0.5%
FG
581
Foster Group
Iowa
$352K +$418 +4 +0.1%
KeyBank National Association
582
KeyBank National Association
Ohio
$350K -$105K -1,000 -23%
QPWM
583
Quadrant Private Wealth Management
Pennsylvania
$342K +$342K +3,275 New
DJSG
584
D.J. St. Germain
Massachusetts
$342K +$282K +2,697 +469%
CA
585
Clearstead Advisors
Ohio
$342K – – –
D
586
Diversified
Delaware
$339K +$339K +3,241 New
IA
587
IFG Advisory
Georgia
$339K +$339K +3,240 New
T
588
TNF
Montana
$338K -$14.3K -136 -4%
AWA
589
Archvest Wealth Advisors
California
$337K -$237K -2,270 -41%
AI
590
Auour Investments
Massachusetts
$335K +$10.8K +103 +3%
AWM
591
Axxcess Wealth Management
California
$328K +$328K +3,139 New
HGWM
592
Horst & Graben Wealth Management
Oregon
$323K +$1.67K +16 +0.5%
PIMG
593
Patriot Investment Management Group
Tennessee
$320K -$12K -115 -4%
AWM
594
AE Wealth Management
Kansas
$319K -$354K -3,383 -53%
Fifth Third Bancorp
595
Fifth Third Bancorp
Ohio
$317K +$317K +3,028 New
HIMC
596
Heritage Investors Management Corp
Maryland
$314K – – –
EHC
597
Everett Harris & Co
California
$314K – – –
WC
598
Whitney & Co
New York
$311K +$54.9K +525 +21%
SXL
599
Summit X LLC
Missouri
$310K -$1.99K -19 -0.6%
AWA
600
Alta Wealth Advisors
Massachusetts
$310K +$10K +96 +3%
22 23
24
25 26