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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.

Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.5%
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
1
Morgan Stanley
New York
$791M
2
Jane Street
2
Jane Street
New York
$161M
3
OWM
3
Orgel Wealth Management
Wisconsin
$114M
4
Bank of America
4
Bank of America
North Carolina
$708M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$886M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$632M
2
LPL Financial
2
LPL Financial
California
$66.7M
3
WL
3
WIT LLC
District of Columbia
$205M
4
Franklin Resources
4
Franklin Resources
California
$132M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BOPW
76
Brandywine Oak Private Wealth
Pennsylvania
$13.7M 130,360 +4,922 +4%
HWA
77
Heartwood Wealth Advisors
Virginia
$13.2M 125,347 -1,036 -0.8%
LSAG
78
Lake Street Advisors Group
New Hampshire
$13.1M 124,247 -23,265 -16%
ONB
79
Old National Bancorp
Indiana
$13.1M 123,855 +74,288 +150%
MWM
80
Modera Wealth Management
New Jersey
$12.6M 119,089 -403 -0.3%
CAN
81
Cetera Advisor Networks
California
$12.5M 118,411 -40,716 -26%
MFIM
82
Mesirow Financial Investment Management
Illinois
$12.4M 117,968 +117,968 New
BWM
83
Brown Wealth Management
Illinois
$12.4M 117,582 +43,661 +59%
TC
84
TownSquare Capital
Utah
$12.3M 116,817 +36,734 +46%
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$11.4M 108,178 -517 -0.5%
FCH
86
Freestone Capital Holdings
Washington
$11.1M 104,988 -2,218 -2%
MW
87
MBL Wealth
North Carolina
$11M 104,568 -3,401 -3%
AIA
88
Alera Investment Advisors
Illinois
$11M 104,360 +86,813 +495%
TCM
89
TD Capital Management
Tennessee
$11M 103,980 -16,968 -14%
APP
90
Avantax Planning Partners
Iowa
$10.7M 101,796 -69,599 -41%
MWAM
91
Manhattan West Asset Management
California
$10.6M 100,213 -10,743 -10%
PCIA
92
Prime Capital Investment Advisors
Kansas
$10.5M 99,963 -30,415 -23%
SP
93
Symmetry Partners
Connecticut
$10.5M 99,862 -3,111 -3%
PAS
94
Park Avenue Securities
New York
$10.5M 99,603 -130,491 -57%
SFA
95
Sequoia Financial Advisors
Ohio
$10.4M 98,264 +980 +1%
IAN
96
Integrated Advisors Network
Texas
$10.2M 96,708 -11,393 -11%
GBT
97
Grove Bank & Trust
Florida
$9.57M 90,816 -5,304 -6%
BC
98
Brio Consultants
California
$9.46M 89,714 -3,088 -3%
KPWS
99
Kestra Private Wealth Services
Texas
$9.1M 86,335 +48,785 +130%
PWMG
100
Private Wealth Management Group
New Jersey
$9.06M 85,980 +85,980 New
2 3
4
5 6