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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CIBC World Markets
New York
$54.3M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$233M
3
Renaissance Technologies
Renaissance Technologies
New York
$52.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$670M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.4M

Top Sellers

1
WL
WIT LLC
District of Columbia
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$547M
3
Jane Street
Jane Street
New York
$3.01M
4
AWM
Angeles Wealth Management
California
$2.59M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
676
Auour Investments
Massachusetts
$209K -$129K -1,219 -38%
FA
677
FSA Advisors
Michigan
$209K +$209K +1,967 New
KP
678
Keel Point
Alabama
$207K -$2.23K -21 -1%
APC
679
Aspire Private Capital
North Carolina
$206K – – –
HPA
680
High Probability Advisors
New York
$206K +$1.06K +10 +0.5%
FC
681
FCA Corp
Texas
$206K -$186K -1,750 -47%
FHB
682
First Hawaiian Bank
Hawaii
$205K -$168K -1,581 -45%
PPH
683
Pure Portfolios Holdings
Oregon
$205K +$205K +1,929 New
SIC
684
Sterling Investment Counsel
New York
$204K -$956 -9 -0.5%
NWM
685
Northwest Wealth Management
Iowa
$204K -$506K -4,766 -71%
AWA
686
Arkadios Wealth Advisors
Georgia
$203K -$112K -1,056 -36%
CT
687
Clearstead Trust
Maine
$173K – – –
LFA
688
LGT Financial Advisors
Texas
$159K +$106 +1 +0.1%
PTC
689
Private Trust Company
Ohio
$158K -$88K -829 -36%
VAMG
690
Voisard Asset Management Group
Michigan
$158K +$158K +1,485 New
WWP
691
WR Wealth Planners
Missouri
$154K +$3.29K +31 +2%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$153K – – –
GEA
693
Glen Eagle Advisors
New Jersey
$152K – – –
RBC
694
Rye Brook Capital
Connecticut
$149K – – –
PCMC
695
Private Capital Management (Colorado)
Colorado
$140K -$28.7K -270 -17%
BBHC
696
Brown Brothers Harriman & Co
New York
$139K – – –
AEPWM
697
Atlantic Edge Private Wealth Management
Florida
$138K – – –
GRP
698
Global Retirement Partners
California
$131K +$37.2K +350 +39%
BL
699
BFSG LLC
California
$131K +$131K +1,230 New
FAM
700
Flaharty Asset Management
Florida
$125K +$125K +1,178 New
26 27
28
29 30