SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
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
CIBC World Markets
New York
$54.3M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$233M
3
Renaissance Technologies
Renaissance Technologies
New York
$52.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$670M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.4M

Top Sellers

1
WL
WIT LLC
District of Columbia
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$547M
3
Jane Street
Jane Street
New York
$3.01M
4
AWM
Angeles Wealth Management
California
$2.59M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
751
IAG Wealth Partners
Wisconsin
$5.95K -$39.1K -368 -87%
HIA
752
Harbor Investment Advisory
Maryland
$5.63K – – –
VCM
753
Viewpoint Capital Management
Washington
$5.32K – – –
ITIM
754
Indiana Trust & Investment Management
Indiana
$2.97K +$2.97K +28 New
HI
755
Horizon Investments
North Carolina
$2.96K -$7.19M -67,934 -100%
BTI
756
Blue Trust Inc
Georgia
$2.93K +$1.36K +13 +87%
CAS
757
Coppell Advisory Solutions
Texas
$2.45K – – –
FCM
758
Fourpath Capital Management
Oklahoma
$2.02K +$2.02K +19 New
HGERS
759
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +20 New
IAIM
760
International Assets Investment Management
Florida
$1.25K +$1.25K +132,738 New
AWM
761
Activest Wealth Management
Florida
$438 – – –
CTB
762
Country Trust Bank
Illinois
$425 – – –
FWP
763
FAS Wealth Partners
Kansas
$107 +$107 +1 New
FCAS
764
First Command Advisory Services
Texas
$106 +$106 +1 New
GA
765
GFS Advisors
Texas
– -$5K -149,101 Closed
WCM
766
Windham Capital Management
Massachusetts
– -$8.74M -83,624 Closed
FFS
767
Founders Financial Securities
Maryland
– -$7.12M -68,147 Closed
PI
768
Parkside Investments
Illinois
– -$3.76M -36,000 Closed
MWM
769
Mittelman Wealth Management
Massachusetts
– -$3.65M -34,902 Closed
RI
770
Rinkey Investments
California
– -$3.25M -31,119 Closed
OPPS
771
Obsidian Personal Planning Solutions
Maryland
– -$2.75M -26,339 Closed
OMC
772
Old Mission Capital
Illinois
– -$1.43M -13,691 Closed
CWA
773
Continuum Wealth Advisors
New York
– -$1.4M -13,405 Closed
CCWA
774
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.17M -11,204 Closed
SCM
775
Steele Capital Management
Iowa
– -$828K -7,920 Closed
29 30
31
32 33