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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$560M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$102M
3
Creative Planning
Creative Planning
Kansas
$251M
4
Jane Street
Jane Street
New York
$178M
5
CIA
Choate Investment Advisors
Massachusetts
$17.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$763M
3
OWM
Orgel Wealth Management
Wisconsin
$935K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.7M
5
PCIG
Partners Capital Investment Group
Massachusetts
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
751
Oliver Lagore Vanvalin Investment Group
Michigan
$8.38K – – –
RTC
752
Riverview Trust Company
Washington
$7.65K +$7.65K +73 New
NRC
753
New Republic Capital
North Carolina
$7.44K +$7.44K +71 New
TSWM
754
Tyler-Stone Wealth Management
Ohio
$7.23K +$7.23K +69 New
HIA
755
Harbor Investment Advisory
Maryland
$5.55K – – –
VCM
756
Viewpoint Capital Management
Washington
$5.24K – – –
BTI
757
Blue Trust Inc
Georgia
$1.57K -$3.77K -36 -71%
IGWM
758
ICA Group Wealth Management
Colorado
$862 – – –
CIAS
759
CBIZ Investment Advisory Services
Ohio
$525 +$525 +5 New
AWM
760
Activest Wealth Management
Florida
$428 – – –
AA
761
Addison Advisors
Vermont
$105 +$105 +1 New
BNP Paribas Financial Markets
762
BNP Paribas Financial Markets
France
– -$7.13M -67,660 Closed
WF
763
Williams Financial
Vermont
– -$4.64M -44,000 Closed
FPAS
764
Focus Partners Advisor Solutions
Missouri
– -$4.06M -38,479 Closed
TWM
765
Thrive Wealth Management
Pennsylvania
– -$1.92M -18,170 Closed
SRB
766
Shotwell Rutter Baer
Michigan
– -$1.82M -17,327 Closed
AWG
767
Altus Wealth Group
Colorado
– -$1.57M -14,905 Closed
BAMG
768
Brand Asset Management Group
Missouri
– -$1.43M -13,560 Closed
EMAM
769
Encompass More Asset Management
California
– -$1.29M -12,194 Closed
GA
770
GSG Advisors
New Jersey
– -$1.28M -12,112 Closed
FFM
771
Flagstone Financial Management
Nebraska
– -$1.13M -10,742 Closed
CFC
772
Client First Capital
California
– -$878K -8,332 Closed
TCBWMS
773
Texas Capital Bank Wealth Management Services
Texas
– -$786K -7,459 Closed
FFP
774
FourThought Financial Partners
Florida
– -$772K -7,324 Closed
SHGA
775
Sand Hill Global Advisors
California
– -$708K -6,713 Closed
29 30
31
32 33