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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
1
Mercer Global Advisors
Colorado
$560M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$102M
3
Creative Planning
3
Creative Planning
Kansas
$251M
4
Jane Street
4
Jane Street
New York
$178M
5
CIA
5
Choate Investment Advisors
Massachusetts
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$763M
3
OWM
3
Orgel Wealth Management
Wisconsin
$935K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$60.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
801
U.S. Capital Wealth Advisors
Texas
– -$248K -2,349 Closed
AWA
802
Arete Wealth Advisors
Illinois
– -$243K -2,302 Closed
HSWM
803
Hubbell Strickland Wealth Management
Louisiana
– -$236K -2,236 Closed
PMG
804
ProVise Management Group
Florida
– -$235K -2,225 Closed
PMG
805
Private Management Group
California
– -$227K -2,151 Closed
LIA
806
LifePlan Investment Advisors
North Carolina
– -$212K -2,013 Closed
LWM
807
Lyell Wealth Management
California
– -$211K -2,000 Closed
MFA
808
Millington Financial Advisors
Illinois
– -$208K -1,972 Closed
WA
809
Wealth Alliance
New York
– -$206K -1,955 Closed
FPGK
810
Financial Partners Group (Kansas)
Kansas
– -$204K -1,939 Closed
CB
811
Commerce Bank
Missouri
– -$203K -1,926 Closed
1IA
812
1834 Investment Advisors
Wisconsin
– -$202K -1,914 Closed
ANBT
813
American National Bank & Trust
Texas
– -$172K -1,635 Closed
WFA
814
West Financial Advisors
Iowa
– -$152K -1,443 Closed
GI
815
Gradient Investments
Minnesota
– -$88.1K -836 Closed
LIWM
816
Long Island Wealth Management
New York
– -$69K -653 Closed
GFPC
817
Global Financial Private Client
Florida
– -$51K -484 Closed
BIA
818
Bell Investment Advisors
California
– -$50.8K -482 Closed
GIA
819
Goodwin Investment Advisory
Georgia
– -$43.3K -411 Closed
Fifth Third Bancorp
820
Fifth Third Bancorp
Ohio
– -$32.6K -309 Closed
EPW
821
Evergreen Private Wealth
Colorado
– -$30.5K -289 Closed
MSWM
822
McGlone Suttner Wealth Management
Wisconsin
– -$28.2K -267 Closed
CPG
823
Cornerstone Planning Group
New Jersey
– -$26.9K -255 Closed
TFA
824
Toth Financial Advisory
Virginia
– -$8.22K -78 Closed
AFS
825
Annapolis Financial Services
Maryland
– -$7.8K -74 Closed
30 31 32
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