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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
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$659M
3
Citigroup
3
Citigroup
New York
$116M
4
LPL Financial
4
LPL Financial
California
$97.2M
5
EP
5
Essential Planning
New Hampshire
$17.9M

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 Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$4.91M – – –
SWP
152
Stratos Wealth Partners
Ohio
$4.86M +$729K +6,914 +18%
MFS
153
McNamara Financial Services
Massachusetts
$4.86M -$97.6K -925 -2%
MFA
154
Mayflower Financial Advisors
Massachusetts
$4.84M -$3.38K -32 -0.1%
RWM
155
Rockwood Wealth Management
Pennsylvania
$4.8M -$12.7M -120,170 -73%
FAT
156
First American Trust
California
$4.78M +$468K +4,435 +11%
PG
157
Patten Group
Tennessee
$4.62M +$444K +4,214 +11%
DWM
158
Dynasty Wealth Management
Florida
$4.61M +$4.61M +43,693 New
LFGO
159
Legacy Financial Group (Oklahoma)
Oklahoma
$4.6M -$102K -963 -2%
DW
160
Durante & Waters
New York
$4.58M +$82.8K +785 +2%
KAS
161
Kestra Advisory Services
Texas
$4.55M +$1.72M +16,297 +61%
HCM
162
Horiko Capital Management
New York
$4.54M -$2.3M -21,800 -34%
SWP
163
Sagespring Wealth Partners
Tennessee
$4.51M +$4.51M +42,762 New
PFS
164
Prospera Financial Services
Texas
$4.51M +$3.88M +36,825 +625%
HSG
165
Helen Stephens Group
Texas
$4.46M -$991K -9,398 -18%
FCIM
166
Fairview Capital Investment Management
California
$4.42M – – –
AIM
167
Alhambra Investment Management
Florida
$4.35M -$155K -1,472 -3%
AWE
168
Avidian Wealth Enterprises
Texas
$4.26M -$74.9K -710 -2%
BFG
169
Baron Financial Group
New Jersey
$4.21M +$47.5K +450 +1%
SA
170
Sanctuary Advisors
Indiana
$4.18M +$305K +2,877 +8%
KF
171
K2 Financial
California
$4.08M +$4.08M +38,699 New
DAS
172
Dynamic Advisor Solutions
Arizona
$4.05M -$2.81M -26,637 -41%
UCFA
173
United Capital Financial Advisors
Texas
$4.03M +$493K +4,677 +14%
MWAM
174
Manhattan West Asset Management
California
$4M -$527 -5 -0%
VA
175
Valmark Advisers
Ohio
$3.96M -$409K -3,878 -9%
5 6
7
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