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iShares Short-Term National Muni Bond ETF
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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 %
HF
776
HRT Financial
New York
– -$773K -7,401 Closed
WCM
777
Wealthcare Capital Management
Virginia
– -$660K -6,311 Closed
VNA
778
Valley National Advisers
Pennsylvania
– -$631K -6,040 Closed
OWMIAS
779
One Wealth Management Investment & Advisory Services
Florida
– -$504K -4,816 Closed
Susquehanna International Group
780
Susquehanna International Group
Pennsylvania
– -$488K -4,667 Closed
AAS
781
Ameritas Advisory Services
Nebraska
– -$403K -3,859 Closed
FTUS
782
Flow Traders U.S.
New York
– -$356K -3,402 Closed
IA
783
IFG Advisory
Georgia
– -$339K -3,240 Closed
AWA
784
Archvest Wealth Advisors
California
– -$337K -3,229 Closed
PWM
785
PBMares Wealth Management
Virginia
– -$294K -2,814 Closed
EFM
786
Eley Financial Management
Vermont
– -$294K -2,809 Closed
AIS
787
American Investment Services
Massachusetts
– -$276K -2,640 Closed
PCS
788
Private Client Services
Kentucky
– -$262K -2,502 Closed
WFAG
789
Worth Financial Advisory Group
North Carolina
– -$261K -2,498 Closed
CAC
790
Certified Advisory Corp
Florida
– -$249K -2,378 Closed
WPW
791
Watershed Private Wealth
Illinois
– -$248K -2,373 Closed
VFPW
792
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$237K -2,264 Closed
First Trust Advisors
793
First Trust Advisors
Illinois
– -$235K -2,250 Closed
NB
794
Nicolet Bankshares
Wisconsin
– -$233K -2,227 Closed
AWM
795
Able Wealth Management
New Jersey
– -$233K -2,226 Closed
RGC
796
Roberts, Glore & Co
Illinois
– -$226K -2,165 Closed
LA
797
Lane & Associates
New Jersey
– -$212K -2,028 Closed
TH
798
TCTC Holdings
Texas
– -$209K -2,000 Closed
OA
799
Operose Advisors
Wisconsin
– -$200K -1,914 Closed
FF
800
Friedenthal Financial
New Jersey
– -$170K -1,625 Closed
29 30 31
32
33