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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

826 hedge funds and large institutions have $7.73B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
11%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
122
Increased
345
Reduced
249
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$821M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
3
Citigroup
Citigroup
New York
$116M
4
LPL Financial
LPL Financial
California
$97.2M
5
EP
Essential Planning
New Hampshire
$17.9M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$489M
2
CWM
CIBC World Markets
New York
$0
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$183M
4
Renaissance Technologies
Renaissance Technologies
New York
$34.6M
5
PCIG
Partners Capital Investment Group
Massachusetts
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
826
Horizon Investments
North Carolina
$2.95K – – –
OWP
827
ORG Wealth Partners
Texas
$2.43K -$279K -2,643 -99%
CAS
828
Coppell Advisory Solutions
Texas
$2.43K – – –
State Farm Mutual Automobile Insurance
829
State Farm Mutual Automobile Insurance
Illinois
$1.37K +$1.37K +13 New
CTB
830
Country Trust Bank
Illinois
$422 – – –
NS
831
NBC Securities
Alabama
$248 -$292K -2,355 -100%
TRCT
832
Tower Research Capital (TRC)
New York
$105 +$105 +1 New
CWM
833
CIBC World Markets
New York
– -$54.3M -500,000 Closed
IAIM
834
International Assets Investment Management
Florida
– -$1.25K -132,738 Closed
Prudential Financial
835
Prudential Financial
New Jersey
– -$3.74M -35,186 Closed
Jane Street
836
Jane Street
New York
– -$3.01M -28,376 Closed
CWM
837
Connecticut Wealth Management
Connecticut
– -$3.01M -28,350 Closed
AGA
838
Arkos Global Advisors
Texas
– -$2.48M -23,341 Closed
P
839
Pitcairn
Pennsylvania
– -$1.45M -13,641 Closed
CG
840
Cynosure Group
Utah
– -$1.2M -11,337 Closed
CSPIA
841
Cary Street Partners Investment Advisory
Virginia
– -$778K -7,322 Closed
IF
842
Intrua Financial
Texas
– -$678K -6,385 Closed
UBV
843
United Bank (Virginia)
Virginia
– -$471K -4,439 Closed
MGIA
844
Moneta Group Investment Advisors
Missouri
– -$405K -3,811 Closed
EGA
845
Eagle Global Advisors
Texas
– -$393K -3,700 Closed
RIA
846
Regal Investment Advisors
Michigan
– -$372K -3,503 Closed
SRC
847
Shufro Rose & Co
New York
– -$359K -3,430 Closed
TW
848
Towerpoint Wealth
California
– -$355K -3,343 Closed
DW30
849
Drucker Wealth 3.0
New Jersey
– -$335K -3,156 Closed
SW
850
Simplicity Wealth
New Jersey
– -$332K -3,130 Closed
31 32 33
34
35