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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 %
TIA
776
Traphagen Investment Advisors
New Jersey
– -$655K -6,212 Closed
IA
777
IFG Advisory
Georgia
– -$622K -5,898 Closed
AC
778
AlphaCore Capital
California
– -$602K -5,705 Closed
NL
779
Navalign LLC
California
– -$588K -5,575 Closed
OP
780
ORG Partners
Indiana
– -$521K -4,940 Closed
GAM
781
Gould Asset Management
California
– -$507K -4,810 Closed
FFB
782
First Financial Bankshares
Texas
– -$474K -4,496 Closed
TLA
783
Tanglewood Legacy Advisors
Texas
– -$472K -4,479 Closed
MCCA
784
Mill Creek Capital Advisors
Pennsylvania
– -$465K -4,410 Closed
TJHA
785
Thomas J. Herzfeld Advisors
Florida
– -$443K -4,200 Closed
Neuberger Berman Group
786
Neuberger Berman Group
New York
– -$402K -3,809 Closed
CSIA
787
Conrad Siegel Investment Advisors
Pennsylvania
– -$393K -3,728 Closed
OAP
788
One Advisory Partners
Kansas
– -$380K -3,605 Closed
NCM
789
NCM Capital Management
New Jersey
– -$358K -3,400 Closed
GWMIA
790
Global Wealth Management Investment Advisory
Florida
– -$341K -3,231 Closed
OAM
791
Oppenheimer Asset Management
New York
– -$339K -3,215 Closed
QWP
792
Quotient Wealth Partners
Texas
– -$322K -3,052 Closed
DCM
793
Donaldson Capital Management
Indiana
– -$303K -2,872 Closed
KA
794
Kovack Advisors
Florida
– -$296K -2,805 Closed
CASB
795
Cape Ann Savings Bank
Massachusetts
– -$290K -2,760 Closed
WIA
796
World Investment Advisors
California
– -$289K -2,745 Closed
EL
797
EWA LLC
Pennsylvania
– -$286K -2,729 Closed
Fiera Capital (Canada)
798
Fiera Capital (Canada)
Quebec, Canada
– -$280K -2,659 Closed
COCM
799
Charter Oak Capital Management
New Hampshire
– -$276K -2,617 Closed
OMC
800
Old Mission Capital
Illinois
– -$269K -2,549 Closed
30 31
32
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