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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 %
EWM
801
Executive Wealth Management
Michigan
– -$1.64M -15,922 Closed
Northern Trust
802
Northern Trust
Illinois
– -$1.57M -15,215 Closed
IMA
803
Investment Management Associates
Colorado
– -$1.55M -15,094 Closed
USAA
804
United Services Automobile Association
Texas
– -$1.32M -12,790 Closed
FCBT
805
First Citizens Bank & Trust
North Carolina
– -$1.25M -12,165 Closed
UL
806
Unionview LLC
Washington
– -$1.2M -11,655 Closed
HIP
807
HUB Investment Partners
Texas
– -$1.07M -10,436 Closed
ABC
808
Associated Banc-Corp
Wisconsin
– -$1.05M -10,205 Closed
AHC
809
Adell Harriman & Carpenter
Texas
– -$796K -7,735 Closed
Citadel Advisors
810
Citadel Advisors
Florida
– -$680K -6,614 Closed
FAIM
811
Financial Advocates Investment Management
Washington
– -$742K -6,353 Closed
BWG
812
Beta Wealth Group
California
– -$553K -5,372 Closed
Millennium Management
813
Millennium Management
New York
– -$540K -5,247 Closed
SWM
814
Seed Wealth Management
Illinois
– -$524K -5,095 Closed
BFA
815
Beacon Financial Advisory
Ohio
– -$508K -4,941 Closed
NVCHI
816
New Vernon Capital Holdings II
New Jersey
– -$496K -4,822 Closed
CWM
817
Cornerstone Wealth Management
Missouri
– -$477K -4,634 Closed
AA
818
Auxano Advisors
Washington
– -$417K -4,050 Closed
BAM
819
Belpointe Asset Management
Nevada
– -$394K -3,835 Closed
QPWM
820
Quadrant Private Wealth Management
Pennsylvania
– -$372K -3,619 Closed
FA
821
Financial Alternatives
California
– -$361K -3,514 Closed
SC
822
Savant Capital
Illinois
– -$356K -3,460 Closed
WAL
823
W Advisors LLC
Tennessee
– -$350K -3,400 Closed
EIA
824
Edgemoor Investment Advisors
Maryland
– -$337K -3,275 Closed
AC
825
Arjuna Capital
North Carolina
– -$275K -2,672 Closed
31 32
33
34 35