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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$791M
2
Jane Street
Jane Street
New York
$161M
3
OWM
Orgel Wealth Management
Wisconsin
$114M
4
Bank of America
Bank of America
North Carolina
$708M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$886M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$632M
2
LPL Financial
LPL Financial
California
$66.7M
3
WL
WIT LLC
District of Columbia
$205M
4
Franklin Resources
Franklin Resources
California
$132M
5
RBCM
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
776
Toth Financial Advisory
Virginia
$8.22K – – –
AFS
777
Annapolis Financial Services
Maryland
$7.8K +$7.8K +74 New
PWMG
778
Provence Wealth Management Group
California
$7.59K – – –
PCM
779
Penserra Capital Management
California
$7K +$7K +70 New
HIA
780
Harbor Investment Advisory
Maryland
$5.59K – – –
VCM
781
Viewpoint Capital Management
Washington
$5.27K – – –
BTI
782
Blue Trust Inc
Georgia
$5K +$5K +51 New
LF
783
Lee Financial
Texas
$3.69K – – –
CAS
784
Coppell Advisory Solutions
Texas
$3.59K +$2.85K +27 +386%
ODG
785
O'Dell Group
Ohio
$2.95K +$2.95K +28 New
AF
786
Advisornet Financial
Minnesota
$1.08K -$108 -1 -9%
C
787
Covestor
United Kingdom
$1K -$1.23K -16 -55%
IGWM
788
ICA Group Wealth Management
Colorado
$865 +$865 +8 New
AWM
789
Activest Wealth Management
Florida
$429 – – –
RBCM
790
Raub Brock Capital Management
California
– -$30M -291,345 Closed
BA
791
Bridgewater Advisors
New York
– -$9.54M -92,740 Closed
1CP
792
1607 Capital Partners
Virginia
– -$7.56M -73,500 Closed
KCM
793
Kathmere Capital Management
Pennsylvania
– -$6.27M -60,994 Closed
RC
794
Roundview Capital
New Jersey
– -$3.85M -37,468 Closed
Susquehanna International Group
795
Susquehanna International Group
Pennsylvania
– -$3.3M -32,045 Closed
TCB
796
Texas Capital Bancshares
Texas
– -$2.68M -26,057 Closed
SFS
797
Sowell Financial Services
Arkansas
– -$2.47M -24,045 Closed
FAM
798
Forte Asset Management
New York
– -$2.04M -19,800 Closed
WAS
799
Wealth Advisory Solutions
Indiana
– -$1.97M -19,107 Closed
HWM
800
Hassell Wealth Management
Louisiana
– -$1.93M -18,733 Closed
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32
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