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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.5%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$791M
2
Jane Street
2
Jane Street
New York
$161M
3
OWM
3
Orgel Wealth Management
Wisconsin
$114M
4
Bank of America
4
Bank of America
North Carolina
$708M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$886M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$632M
2
LPL Financial
2
LPL Financial
California
$66.7M
3
WL
3
WIT LLC
District of Columbia
$205M
4
Franklin Resources
4
Franklin Resources
California
$132M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$886M 8,407,995 +310,891 +4%
Morgan Stanley
2
Morgan Stanley
New York
$791M 7,502,950 +3,868,748 +106%
Bank of America
3
Bank of America
North Carolina
$708M 6,711,753 +568,866 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$632M 5,995,207 -615,453 -9%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$522M 4,954,924 +65,210 +1%
SEI Investments
6
SEI Investments
Pennsylvania
$261M 2,474,198 +158,432 +7%
Creative Planning
7
Creative Planning
Kansas
$229M 2,168,503 +247,425 +13%
WL
8
WIT LLC
District of Columbia
$205M 1,941 -291 -13%
Jane Street
9
Jane Street
New York
$161M 1,530,532 +1,287,507 +530%
UBS Group
10
UBS Group
Switzerland
$142M 1,342,946 +5,197 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$140M 1,331,455 -132,819 -9%
Franklin Resources
12
Franklin Resources
California
$132M 1,247,797 -286,180 -19%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$115M 1,086,142 +253,771 +30%
OWM
14
Orgel Wealth Management
Wisconsin
$114M 1,082,153 +1,045,136 +2,823%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$99.1M 940,205 +299,541 +47%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$97.5M 925,146 +70,122 +8%
Ameriprise
17
Ameriprise
Minnesota
$89.1M 844,336 -26,274 -3%
US Bancorp
18
US Bancorp
Minnesota
$86.6M 821,782 -8,014 -1%
Citigroup
19
Citigroup
New York
$82.6M 783,899 -176,017 -18%
Mariner
20
Mariner
Kansas
$79.3M 751,757 -6,247 -0.8%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$76.8M 727,913 +50,917 +8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$72.6M 688,878 -1,055 -0.2%
LPL Financial
23
LPL Financial
California
$66.7M 632,700 -535,059 -46%
Wells Fargo
24
Wells Fargo
California
$58.6M 555,478 -47,921 -8%
EI
25
Ellevest Inc
New York
$57.3M 543,390 +21,415 +4%
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