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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 %
HCC
201
Hirtle Callaghan & Co
Pennsylvania
$3.3M -$3.52M – –
OC
202
Oppenheimer & Co
New York
$3.26M +$25.6K +245 +0.8%
BMMM
203
Boston Mountain Money Management
Arkansas
$3.26M +$533K +5,100 +20%
RI
204
Rinkey Investments
California
$3.25M +$1.29M +12,364 +66%
PAG
205
Private Advisor Group
New Jersey
$3.23M -$450K -4,304 -12%
AWS
206
Atria Wealth Solutions
New York
$3.21M +$90.8K +868 +3%
CPA
207
Cardiff Park Advisors
California
$3.21M +$4.81K +46 +0.2%
PP
208
Prosperity Planning
Missouri
$3.15M +$3.15M +30,151 New
TPCW
209
TD Private Client Wealth
New York
$3.09M +$301K +2,879 +11%
WCM
210
Wunderlich Capital Managemnt
Tennessee
$3.02M +$46.9K +449 +2%
CWM
211
Connecticut Wealth Management
Connecticut
$2.96M -$7.84K -75 -0.3%
KL
212
KWMG LLC
Kansas
$2.96M -$112K -1,070 -4%
WA
213
Wealth Architects
California
$2.95M +$247K +2,366 +9%
Lazard Asset Management
214
Lazard Asset Management
New York
$2.95M -$2.89M – –
SW
215
SteelPeak Wealth
California
$2.95M -$433K -4,143 -13%
KAS
216
Kestra Advisory Services
Texas
$2.91M +$318K +3,856 +12%
CCC
217
Chesapeake Capital Corp
Florida
$2.9M -$3.07M -29,355 -51%
TI
218
Tidal Investments
Wisconsin
$2.9M +$1.05M +10,000 +56%
AL
219
ADE LLC
Maryland
$2.86M -$75.9K -726 -3%
OFG
220
Omega Financial Group
California
$2.81M +$136K +1,301 +5%
PWLP
221
Prio Wealth Limited Partnership
Massachusetts
$2.79M -$265K -2,535 -9%
HCM
222
Highview Capital Management
Illinois
$2.79M -$382K -3,649 -12%
PWP
223
PrairieView Wealth Partners
Illinois
$2.78M -$74.2K -710 -3%
GT
224
Glenview Trust
Kentucky
$2.78M +$282K +2,697 +11%
OPPS
225
Obsidian Personal Planning Solutions
Maryland
$2.75M +$37.8K +362 +1%
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