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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
11%
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
$821M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
3
Citigroup
Citigroup
New York
$116M
4
LPL Financial
LPL Financial
California
$97.2M
5
EP
Essential Planning
New Hampshire
$17.9M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$489M
2
CWM
CIBC World Markets
New York
$0
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$183M
4
Renaissance Technologies
Renaissance Technologies
New York
$34.6M
5
PCIG
Partners Capital Investment Group
Massachusetts
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
676
Diversified Enterprises
Delaware
$286K -$79.5K -754 -22%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$286K -$12.1K -115 -4%
HBT
678
Hills Bank & Trust
Iowa
$285K +$285K +2,702 New
BIP
679
Blueprint Investment Partners
North Carolina
$285K -$401K -3,799 -58%
MCM
680
Mattern Capital Management
Colorado
$282K -$349K -3,311 -55%
WE
681
Wealth Effects
Massachusetts
$281K +$281K +2,662 New
WC
682
Whitney & Co
New York
$280K -$35K -332 -11%
TF
683
Theory Financial
Colorado
$280K +$2.64K +25 +1%
CFS
684
Coordinated Financial Services
Colorado
$278K +$278K +2,634 New
IB
685
Intrust Bank
Kansas
$271K +$271K +2,570 New
IFPL
686
Investments & Financial Planning LLC
Kentucky
$271K -$9.07K -86 -3%
VWA
687
VERITY Wealth Advisors
United States
$271K -$819K -7,760 -75%
AFP
688
Ausdal Financial Partners
Iowa
$270K +$2.64K +25 +1%
XT
689
XTX Topco
Cayman Islands
$269K +$269K +2,551 New
AI
690
Auour Investments
Massachusetts
$268K +$57.8K +546 +28%
AIM
691
Advyzon Investment Management
Illinois
$268K +$268K +2,540 New
SHF
692
Stage Harbor Financial
Massachusetts
$267K +$267K +2,535 New
WG
693
Wealth Group
North Carolina
$266K +$23.2K +220 +10%
SXL
694
Summit X LLC
Missouri
$263K -$37.1K -352 -12%
DWM
695
Dopkins Wealth Management
New York
$262K – – –
CAL
696
Capital Advisors Ltd
Ohio
$259K – – –
PCA
697
Pallas Capital Advisors
Massachusetts
$259K -$1.87M -17,774 -88%
HSBC Holdings
698
HSBC Holdings
United Kingdom
$259K -$118K -1,121 -31%
AC
699
ASB Consultores
Florida
$258K -$17.8K -169 -6%
FCM
700
Firestone Capital Management
Florida
$254K +$1.9K +18 +0.8%
26 27
28
29 30