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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 %
SWP
626
ShoreHaven Wealth Partners
New Jersey
$374K -$29K -275 -7%
AWM
627
Avitas Wealth Management
California
$372K +$74.6K +707 +25%
SIM
628
Stratos Investment Management
Ohio
$371K -$33.9K -321 -8%
HPFG
629
Hart & Patterson Financial Group
Massachusetts
$369K +$18.4K +174 +5%
FG
630
Foster Group
Iowa
$365K +$8.97K +85 +3%
AIA
631
Armor Investment Advisors
North Carolina
$365K -$311K -2,948 -46%
HPC
632
Hobart Private Capital
North Carolina
$364K +$364K +3,450 New
HKIM
633
Hayek Kallen Investment Management
Alabama
$361K – – –
SWP
634
Summit Wealth Partners
Florida
$360K +$1.16K +11 +0.3%
CCFCSB
635
Cape Cod Five Cents Savings Bank
Massachusetts
$357K – – –
CWM
636
Collaborative Wealth Management
Florida
$355K – – –
FCI
637
Financial Counselors Inc
Kansas
$354K +$26.4K +250 +8%
WWM
638
Waterway Wealth Management
Texas
$351K -$64.9K -615 -16%
TFGT
639
TS Financial Group (TSFG)
Illinois
$351K +$106 +1 +0%
Wealthfront Advisers
640
Wealthfront Advisers
California
$350K -$621K -5,889 -64%
SA
641
Sovran Advisors
California
$348K +$348K +3,305 New
Northern Trust
642
Northern Trust
Illinois
$348K -$992K -9,407 -74%
MW
643
Maia Wealth
Colorado
$345K -$238K -2,254 -41%
Pathstone Holdings
644
Pathstone Holdings
New Jersey
$344K +$79.6K +755 +30%
AWM
645
AE Wealth Management
Kansas
$340K -$105K -994 -24%
RZH
646
Relyea Zuckerberg Hanson
Connecticut
$332K +$108K +1,021 +48%
HGWM
647
Horst & Graben Wealth Management
Oregon
$330K +$2.43K +23 +0.7%
SOWAS
648
Silver Oak Wealth Advisors Services
California
$325K +$325K +3,082 New
HIMC
649
Heritage Investors Management Corp
Maryland
$317K – – –
EHC
650
Everett Harris & Co
California
$316K – – –
24 25
26
27 28