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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.

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
1
Bank of America
North Carolina
$821M
2
Raymond James Financial
2
Raymond James Financial
Florida
$44.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Citigroup
4
Citigroup
New York
$116M
5
LPL Financial
5
LPL Financial
California
$97.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$489M
2
CWM
2
CIBC World Markets
New York
$0
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$183M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$34.6M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
101
Northeast Financial Group
Pennsylvania
$7.74M 73,334 +4,814 +7%
CCB
102
Country Club Bank
Missouri
$7.72M 73,199 +5,266 +8%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$7.71M 73,104 +1,761 +2%
OCG
104
Opus Capital Group
Ohio
$7.61M 72,149 -80 -0.1%
WIA
105
World Investment Advisors
California
$7.43M 70,417 +27,760 +65%
Truist Financial
106
Truist Financial
North Carolina
$7.38M 69,944 +36,290 +108%
CCM
107
Condor Capital Management
New Jersey
$7.34M 69,558 +2,425 +4%
LA
108
LVW Advisors
New York
$7.17M 67,939 +3,555 +6%
CCA
109
Clearwater Capital Advisors
Illinois
$7.15M 67,809 +1,168 +2%
ACM
110
AUA Capital Management
Pennsylvania
$7.13M 67,550 – –
PP
111
PDS Planning
Ohio
$7.1M 67,307 +9,974 +17%
FCT
112
First Community Trust
Iowa
$7.01M 66,436 +66,226 +31,536%
ZF
113
Zhang Financial
Michigan
$6.95M 65,918 +10,441 +19%
M&T Bank
114
M&T Bank
New York
$6.95M 65,898 -116,815 -64%
NAS
115
Nicolet Advisory Services
Wisconsin
$6.87M 65,243 +15 +0%
SPP
116
Single Point Partners
Massachusetts
$6.73M 63,787 +63,787 New
ST
117
Smithfield Trust
Pennsylvania
$6.72M 63,717 -536 -0.8%
EWA
118
EP Wealth Advisors
California
$6.71M 63,603 +3,688 +6%
BCM
119
Brookstone Capital Management
Illinois
$6.57M 62,272 -376 -0.6%
APP
120
Avantax Planning Partners
Iowa
$6.57M 62,269 -5,935 -9%
PP
121
PrairieView Partners
Minnesota
$6.42M 60,845 +17,462 +40%
BFA
122
Bragg Financial Advisors
North Carolina
$6.35M 60,238 +4,569 +8%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$6.28M 59,538 +4,094 +7%
MBFW
124
Morton Brown Family Wealth
Pennsylvania
$6.28M 59,518 -5,225 -8%
EWM
125
Elmwood Wealth Management
California
$6.27M 59,429 +3,649 +7%
3 4
5
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