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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 %
SFG
726
SevenBridge Financial Group
Pennsylvania
$217K – – –
CWP
727
Cyndeo Wealth Partners
Florida
$216K +$216K +2,050 New
WDG
728
Wealth Dimensions Group
Ohio
$215K – – –
LSAG
729
Lake Street Advisors Group
New Hampshire
$214K – – –
FRA
730
Frank Rimerman Advisors
California
$213K – – –
EW
731
Elyxium Wealth
California
$211K -$91.9K -871 -30%
S
732
Sachetta
Massachusetts
$211K – – –
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$211K – – –
SMA
734
Sage Mountain Advisors
Georgia
$211K – – –
GFG
735
Goldstone Financial Group
Illinois
$211K – – –
AWA
736
Arkadios Wealth Advisors
Georgia
$210K +$8.76K +83 +4%
NWM
737
Napa Wealth Management
California
$208K -$52.6K -499 -20%
1IA
738
1834 Investment Advisors
Wisconsin
$208K +$208K +1,971 New
FA
739
FSA Advisors
Michigan
$207K – – –
EWS
740
Evergreen Wealth Solutions
Pennsylvania
$206K +$206K +1,951 New
HPA
741
High Probability Advisors
New York
$206K +$1.06K +10 +0.5%
KP
742
Keel Point
Alabama
$205K +$105 +1 +0.1%
SS
743
Sunbelt Securities
Texas
$205K -$4.01K -38 -2%
MFG
744
Magnus Financial Group
New York
$205K +$205K +1,941 New
FC
745
FCA Corp
Texas
$205K – – –
FHB
746
First Hawaiian Bank
Hawaii
$204K – – –
UFA
747
Uptown Financial Advisors
Texas
$204K +$204K +1,935 New
TFP
748
Traction Financial Partners
Wyoming
$203K +$203K +1,929 New
UAG
749
United Advisor Group
Ohio
$203K +$203K +1,924 New
PPH
750
Pure Portfolios Holdings
Oregon
$202K -$1.16K -11 -0.6%
28 29
30
31 32