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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 %
TWM
701
TSA Wealth Management
Texas
$252K +$8.33K +79 +3%
WMA
702
West Michigan Advisors
Michigan
$251K +$251K +2,383 New
LIA
703
LifePlan Investment Advisors
North Carolina
$250K +$250K +2,374 New
NA
704
Nautilus Advisors
California
$250K +$250K +2,370 New
FWMP
705
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$250K +$250K +2,367 New
AA
706
ArborFi Advisors
Michigan
$246K +$246K +2,331 New
WCFP
707
White & Co Financial Planning
Washington
$244K +$244K +2,311 New
TC
708
Trust Company
Kansas
$243K -$2.85K -27 -1%
BWM
709
BCS Wealth Management
Tennessee
$242K +$242K +2,292 New
GAM
710
Gemmer Asset Management
California
$242K +$1.69K +16 +0.7%
First Trust Advisors
711
First Trust Advisors
Illinois
$239K +$239K +2,269 New
AWA
712
Arete Wealth Advisors
Illinois
$239K +$26.4K +250 +12%
XF
713
XML Financial
Maryland
$237K -$144K -1,362 -38%
PG
714
Proffitt & Goodson
Tennessee
$234K +$4.85K +46 +2%
CAM
715
Creekmur Asset Management
Illinois
$234K +$5.7K +54 +2%
ES
716
Eagle Strategies
New York
$233K +$6.22K +59 +3%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$229K +$229K +2,170 New
WT
718
Washington Trust
Rhode Island
$228K -$978K -9,272 -81%
FFA
719
Florida Financial Advisors
Florida
$227K +$227K +2,154 New
Fifth Third Bancorp
720
Fifth Third Bancorp
Ohio
$227K -$319K -3,028 -58%
AL
721
Aspiriant LLC
California
$227K +$227K +2,148 New
HS
722
Horan Securities
United States
$227K -$22.7K -215 -9%
TFG
723
Team Financial Group
California
$224K +$528 +5 +0.2%
First Manhattan
724
First Manhattan
New York
$220K -$65K -616 -23%
GWMIA
725
Global Wealth Management Investment Advisory
Florida
$218K +$218K +2,067 New
27 28
29
30 31