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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.

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
1
Bank of America
North Carolina
$821M
2
Raymond James Financial
2
Raymond James Financial
Florida
$44.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Citigroup
4
Citigroup
New York
$116M
5
LPL Financial
5
LPL Financial
California
$97.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$489M
2
CWM
2
CIBC World Markets
New York
$0
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$183M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$34.6M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$22M 208,751 +100,106 +92%
MWM
52
Modera Wealth Management
New Jersey
$21.3M 201,820 +2,249 +1%
Members Trust
53
Members Trust
Florida
$20.3M 192,618 -15,780 -8%
MWM
54
Merriman Wealth Management
Washington
$19.7M 187,215 -1,834 -1%
MML Investors Services
55
MML Investors Services
Massachusetts
$19.6M 185,811 +15,186 +9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$19M 180,585 +8,542 +5%
SC
57
Slow Capital
California
$18.6M 176,496 +1,556 +0.9%
ERIM
58
Eagle Ridge Investment Management
Connecticut
$18M 170,895 -2,662 -2%
BPA
59
Beacon Pointe Advisors
California
$18M 170,385 -5,139 -3%
EP
60
Essential Planning
New Hampshire
$17.9M 169,650 +167,040 +6,400%
AFG
61
Arkansas Financial Group
Arkansas
$17.6M 166,816 +5,383 +3%
Comerica Bank
62
Comerica Bank
Texas
$17M 160,911 -13,895 -8%
AA
63
Alesco Advisors
New York
$16.6M 157,326 +6,079 +4%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$16.3M 154,625 +15,080 +11%
LFG
65
Larson Financial Group
Missouri
$15.9M 150,931 +43,344 +40%
FCH
66
Freestone Capital Holdings
Washington
$15.8M 149,866 +12,501 +9%
BOPW
67
Brandywine Oak Private Wealth
Pennsylvania
$15.2M 143,932 +4,239 +3%
OCM
68
One Capital Management
California
$14M 132,529 -3,488 -3%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$13.2M 125,087 -2,768 -2%
TC
70
TownSquare Capital
Utah
$13.1M 123,768 +3,696 +3%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$12.9M 122,584 +303 +0.2%
AWC
72
Abundance Wealth Counselors
Pennsylvania
$12.8M 121,501 +18,721 +18%
KPWS
73
Kestra Private Wealth Services
Texas
$12.7M 119,954 +243 +0.2%
PAS
74
Park Avenue Securities
New York
$12.4M 117,284 +9,238 +9%
GT
75
Greenleaf Trust
Michigan
$12.2M 115,944 +115,944 New
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3
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