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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
11%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
CIBC World Markets
New York
$54.3M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$233M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$52.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$670M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$24.4M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$547M
3
Jane Street
3
Jane Street
New York
$3.01M
4
AWM
4
Angeles Wealth Management
California
$2.59M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$635M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$7.67M 72,243 +41,392 +134%
OCG
102
Opus Capital Group
Ohio
$7.67M 72,229 -296 -0.4%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$7.58M 71,343 +15,285 +27%
GI
104
GAMMA Investing
California
$7.4M 69,642 +12,073 +21%
NFG
105
Northeast Financial Group
Pennsylvania
$7.28M 68,520 +22,376 +48%
APP
106
Avantax Planning Partners
Iowa
$7.24M 68,204 -17,276 -20%
CCB
107
Country Club Bank
Missouri
$7.22M 67,933 +12,932 +24%
ACM
108
AUA Capital Management
Pennsylvania
$7.17M 67,550 -241 -0.4%
CCM
109
Condor Capital Management
New Jersey
$7.13M 67,133 +1,069 +2%
CCA
110
Clearwater Capital Advisors
Illinois
$7.08M 66,641 +3,540 +6%
NAS
111
Nicolet Advisory Services
Wisconsin
$6.93M 65,228 -313 -0.5%
DAS
112
Dynamic Advisor Solutions
Arizona
$6.91M 65,064 -2,913 -4%
HCM
113
Horiko Capital Management
New York
$6.89M 64,878 -65,505 -50%
MBFW
114
Morton Brown Family Wealth
Pennsylvania
$6.88M 64,743 -14,157 -18%
LA
115
LVW Advisors
New York
$6.84M 64,384 +3,077 +5%
ST
116
Smithfield Trust
Pennsylvania
$6.82M 64,253 +11,781 +22%
ASN
117
Advisory Services Network
Georgia
$6.75M 64,534 – –
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$6.67M 62,823 +3,467 +6%
BCM
119
Brookstone Capital Management
Illinois
$6.65M 62,648 +3,856 +7%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$6.62M 62,336 -843 -1%
EWA
121
EP Wealth Advisors
California
$6.36M 59,915 +3,163 +6%
LA
122
Lindenwold Advisors
Pennsylvania
$6.31M 59,386 -2,823 -5%
JWA
123
JFS Wealth Advisors
Pennsylvania
$6.28M 59,165 -5,000 -8%
PP
124
PDS Planning
Ohio
$6.09M 57,333 +4,670 +9%
BC
125
Brio Consultants
California
$5.98M 56,360 -42,098 -43%
3 4
5
6 7