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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.

Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
11%
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
1
CIBC World Markets
New York
$54.3M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$233M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$52.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$670M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$24.4M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$547M
3
Jane Street
3
Jane Street
New York
$3.01M
4
AWM
4
Angeles Wealth Management
California
$2.59M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$635M
Name Market Value Shares Shares
Change 		Shares
Change %
Members Trust
51
Members Trust
Florida
$22.1M 208,398 -6,905 -3%
Corient Private Wealth
52
Corient Private Wealth
Florida
$21.2M 199,894 +6,000 +3%
MWM
53
Modera Wealth Management
New Jersey
$21.2M 199,571 +7,213 +4%
MWM
54
Merriman Wealth Management
Washington
$20.1M 189,049 +28,709 +18%
PCIG
55
Partners Capital Investment Group
Massachusetts
$19.6M 184,427 -92,640 -33%
M&T Bank
56
M&T Bank
New York
$19.4M 182,713 +120,562 +194%
BPA
57
Beacon Pointe Advisors
California
$18.6M 175,524 -10,090 -5%
SC
58
Slow Capital
California
$18.6M 174,940 -13,029 -7%
Comerica Bank
59
Comerica Bank
Texas
$18.6M 174,806 +1,656 +1%
ERIM
60
Eagle Ridge Investment Management
Connecticut
$18.4M 173,557 +7,157 +4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$18.3M 172,043 +15,518 +10%
MML Investors Services
62
MML Investors Services
Massachusetts
$18.1M 170,625 +13,981 +9%
RWM
63
Rockwood Wealth Management
Pennsylvania
$17.6M 165,675 +405 +0.2%
Osaic Holdings
64
Osaic Holdings
Arizona
$17.3M 162,817 -53,009 -25%
AFG
65
Arkansas Financial Group
Arkansas
$17.1M 161,433 +4,771 +3%
AA
66
Alesco Advisors
New York
$16.1M 151,247 +1,524 +1%
AIA
67
Alera Investment Advisors
Illinois
$14.9M 140,390 -2,955 -2%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$14.8M 139,693 +3,909 +3%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$14.8M 139,545 -31,895 -19%
FCH
70
Freestone Capital Holdings
Washington
$14.6M 137,365 +1,847 +1%
OCM
71
One Capital Management
California
$14.4M 136,017 +1,357 +1%
SSWM
72
Sheets Smith Wealth Management
North Carolina
$13.6M 127,855 -6,296 -5%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$13M 122,281 +638 +0.5%
TC
74
TownSquare Capital
Utah
$12.8M 120,072 -17,382 -13%
KPWS
75
Kestra Private Wealth Services
Texas
$12.7M 119,711 +17,111 +17%
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