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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$191M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$632M
3
Bank of America
3
Bank of America
North Carolina
$731M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$647M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$20.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$618M
2
Jane Street
2
Jane Street
New York
$77.9M
3
WL
3
WIT LLC
District of Columbia
$122M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83.6M
5
BlackRock
5
BlackRock
New York
$6.23M
Name Market Value Shares Shares
Change 		Shares
Change %
PIFP
101
Partners in Financial Planning
Virginia
$8.53M 81,541 -701 -0.9%
BL
102
Balentine LLC
Georgia
$8.5M 81,334 -1,858 -2%
MBFW
103
Morton Brown Family Wealth
Pennsylvania
$8.29M 78,900 -14,036 -15%
QC
104
Quent Capital
New York
$8.15M 77,995 +2,704 +4%
OHIS
105
Oak Harvest Investment Services
Texas
$7.93M 75,890 +1,284 +2%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$7.88M 75,349 +10,649 +16%
OCG
107
Opus Capital Group
Ohio
$7.58M 72,525 -292 -0.4%
FFS
108
Founders Financial Securities
Maryland
$7.12M 68,147 +2,379 +4%
DAS
109
Dynamic Advisor Solutions
Arizona
$7.11M 67,977 +5,794 +9%
ACM
110
AUA Capital Management
Pennsylvania
$7.09M 67,791 -717 -1%
HI
111
Horizon Investments
North Carolina
$7.08M 67,962 +2,672 +4%
CCM
112
Condor Capital Management
New Jersey
$6.91M 66,064 +2,941 +5%
NAS
113
Nicolet Advisory Services
Wisconsin
$6.86M 65,541 -462 -0.7%
ASN
114
Advisory Services Network
Georgia
$6.75M 64,534 -937 -1%
JPG
115
Jordan Park Group
California
$6.73M 64,397 -99 -0.2%
JWA
116
JFS Wealth Advisors
Pennsylvania
$6.71M 64,165 +10,566 +20%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$6.61M 63,179 -5,583 -8%
CCA
118
Clearwater Capital Advisors
Illinois
$6.6M 63,101 +730 +1%
LPP
119
Life Planning Partners
Florida
$6.57M 62,875 -3,338 -5%
LA
120
Lindenwold Advisors
Pennsylvania
$6.5M 62,209 -17 -0%
M&T Bank
121
M&T Bank
New York
$6.5M 62,151 -8,148 -12%
LA
122
LVW Advisors
New York
$6.41M 61,307 +2,738 +5%
EWM
123
Elmwood Wealth Management
California
$6.27M 60,012 +495 +0.8%
William Blair & Company
124
William Blair & Company
Illinois
$6.23M 59,633 +3,332 +6%
BlackRock
125
BlackRock
New York
$6.23M 59,583 -281,644 -83%
3 4
5
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