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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 %
SRC
651
Shufro Rose & Co
New York
$276K – – –
COCM
652
Charter Oak Capital Management
New Hampshire
$276K -$2.74K -26 -1%
HPFG
653
Hart & Patterson Financial Group
Massachusetts
$275K +$275K +2,613 New
EP
654
Essential Planning
New Hampshire
$275K – – –
Fidelity Investments
655
Fidelity Investments
Massachusetts
$274K +$104K +983 +61%
TFG
656
Team Financial Group
California
$273K -$7.17K -68 -3%
WPW
657
Watershed Private Wealth
Illinois
$271K +$19.1K +181 +8%
BWM
658
Baystate Wealth Management
Massachusetts
$270K -$125K -1,189 -32%
OMC
659
Old Mission Capital
Illinois
$269K +$269K +2,549 New
Luther King Capital Management (LKCM)
660
Luther King Capital Management (LKCM)
Texas
$267K -$260K – –
AWM
661
Apollon Wealth Management
South Carolina
$265K -$50.1K -475 -16%
WFAG
662
Worth Financial Advisory Group
North Carolina
$263K – – –
AWM
663
Accurate Wealth Management
Florida
$263K -$10.6K -101 -4%
SVWG
664
Shared Vision Wealth Group
United States
$263K +$263K +2,490 New
SWM
665
SigFig Wealth Management
California
$260K -$258K -2,444 -50%
MW
666
Maia Wealth
Colorado
$258K +$258K +2,449 New
CAG
667
Csenge Advisory Group
Florida
$257K -$11.7K -111 -4%
IF
668
Intrua Financial
Texas
$255K +$255K +2,418 New
VWM
669
Valley Wealth Managers
New Jersey
$249K -$33.8K -321 -12%
FCM
670
Firestone Capital Management
Florida
$248K +$1.58K +15 +0.6%
OWA
671
Opal Wealth Advisors
New York
$248K – – –
USCWA
672
U.S. Capital Wealth Advisors
Texas
$248K +$248K +2,349 New
WC
673
Whitney & Co
New York
$248K -$44.6K -423 -15%
9WM
674
9258 Wealth Management
Ohio
$243K -$50.8K -482 -17%
XF
675
XML Financial
Maryland
$243K +$243K +2,303 New
25 26
27
28 29