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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.

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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$618M
2
Jane Street
Jane Street
New York
$77.9M
3
WL
WIT LLC
District of Columbia
$122M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83.6M
5
BlackRock
BlackRock
New York
$6.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JBA
176
Johnson Bixby & Associates
Washington
$4.19M -$165K -1,578 -4%
MPM
177
Meritage Portfolio Management
Kansas
$4.18M -$551K -5,271 -12%
PP
178
PrairieView Partners
Minnesota
$4.1M +$213K +2,034 +5%
CTA
179
Chesley Taft & Associates
Illinois
$4.09M +$439K +4,195 +12%
PGFC
180
Peapack-Gladstone Financial Corp
New Jersey
$3.91M +$260K +2,484 +7%
SHWM
181
Smith & Howard Wealth Management
Georgia
$3.89M -$940K -8,993 -19%
BLC
182
Brown, Lisle/Cummings
Rhode Island
$3.89M – – –
SWM
183
Spire Wealth Management
Virginia
$3.89M -$325K -3,110 -8%
PO
184
Private Ocean
California
$3.85M -$12.4K -119 -0.3%
OIA
185
OneDigital Investment Advisors
Kansas
$3.83M +$2.42M +23,169 +172%
FAT
186
First American Trust
California
$3.79M +$727K +6,953 +24%
CFMC
187
Curbstone Financial Management Corp
New Hampshire
$3.79M -$209K -2,000 -5%
PI
188
Parkside Investments
Illinois
$3.76M -$680K -6,500 -15%
IWMA
189
Ironwood Wealth Management (Arizona)
Arizona
$3.73M -$306K -2,923 -8%
MWM
190
Mittelman Wealth Management
Massachusetts
$3.65M – – –
MCM
191
Mattern Capital Management
Colorado
$3.6M -$107K -1,025 -3%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$3.56M +$3.56M +34,088 New
FWM
193
Fonville Wealth Management
Virginia
$3.53M -$36.5K -349 -1%
JIR
194
James Investment Research
Ohio
$3.53M – – –
CGL
195
Clarius Group LLC
Washington
$3.5M -$876K -8,379 -20%
PPW
196
Presilium Private Wealth
Pennsylvania
$3.49M -$130K -1,244 -4%
EWA
197
Exencial Wealth Advisors
Oklahoma
$3.49M -$365K -3,489 -9%
PG
198
Patten Group
Tennessee
$3.48M -$176K -1,681 -5%
CCM
199
Coldstream Capital Management
Washington
$3.43M +$780K +7,463 +29%
CAG
200
Crestwood Advisors Group
Massachusetts
$3.38M -$542K -5,185 -14%
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