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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 %
SPF
601
South Plains Financial
Texas
$400K +$400K +3,796 New
WCP
602
Wealthcare Capital Partners
Pennsylvania
$400K +$400K +3,795 New
WF
603
Warner Financial
Maryland
$399K – – –
EWA
604
ERTS Wealth Advisors
Michigan
$398K -$13.3K -126 -3%
AWP
605
Astra Wealth Partners
New Jersey
$396K +$396K +3,757 New
GD
606
Grandfield & Dodd
New York
$394K – – –
LWA
607
Lineweaver Wealth Advisors
Ohio
$394K +$394K +3,732 New
TWP
608
Tyche Wealth Partners
Texas
$393K – – –
WPC
609
White Pine Capital
Minnesota
$393K +$393K +3,730 New
XPN
610
XY Planning Network
Montana
$393K +$393K +3,722 New
C1AG
611
Client 1st Advisory Group
Florida
$391K – – –
OC
612
Oppenheimer & Co
New York
$391K -$15.1K -143 -4%
BEI
613
Benjamin Edwards Inc
Missouri
$390K -$20.5K -194 -5%
BA
614
Ballast Advisors
Minnesota
$389K +$14.8K +140 +4%
CWMS
615
Cannon Wealth Management Services
North Carolina
$387K +$16.4K +155 +4%
GAA
616
Guardian Asset Advisors
Pennsylvania
$387K -$11.2K -106 -3%
SWA
617
Sax Wealth Advisors
New Jersey
$386K – – –
WS
618
Wedbush Securities
California
$385K -$2K -19 -0.5%
GSIAS
619
Garden State Investment Advisory Services
New Jersey
$384K +$8.56K +81 +2%
FPW
620
Flagship Private Wealth
Massachusetts
$384K +$134K +1,275 +54%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$116K +1,102 +44%
BB
622
Busey Bank
Illinois
$379K +$379K +3,597 New
TVM
623
True Vision MN
Minnesota
$378K -$4.54K -43 -1%
LSWP
624
Liberty Square Wealth Partners
Pennsylvania
$374K +$374K +3,536 New
WWG
625
West Wealth Group
California
$374K +$8.34K +79 +2%
23 24
25
26 27