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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$560M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$102M
3
Creative Planning
3
Creative Planning
Kansas
$251M
4
Jane Street
4
Jane Street
New York
$178M
5
CIA
5
Choate Investment Advisors
Massachusetts
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$379M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$763M
3
OWM
3
Orgel Wealth Management
Wisconsin
$935K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$60.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$763M 7,288,245 -1,119,750 -13%
Bank of America
2
Bank of America
North Carolina
$696M 6,647,778 -63,975 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$624M 5,956,982 -38,225 -0.6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$560M 5,345,878 +390,954 +8%
Morgan Stanley
5
Morgan Stanley
New York
$379M 3,617,598 -3,885,352 -52%
SEI Investments
6
SEI Investments
Pennsylvania
$264M 2,518,175 +43,977 +2%
Creative Planning
7
Creative Planning
Kansas
$251M 2,391,951 +223,448 +10%
Jane Street
8
Jane Street
New York
$178M 1,703,893 +173,361 +11%
UBS Group
9
UBS Group
Switzerland
$154M 1,469,707 +126,761 +9%
Franklin Resources
10
Franklin Resources
California
$130M 1,239,888 -7,909 -0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$114M 1,090,952 -240,503 -18%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$111M 1,055,949 +130,803 +14%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$106M 1,015,973 -70,169 -6%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$102M 974,479 +246,566 +34%
Citigroup
15
Citigroup
New York
$96.9M 925,028 +141,129 +18%
Ameriprise
16
Ameriprise
Minnesota
$89.6M 853,708 +9,372 +1%
US Bancorp
17
US Bancorp
Minnesota
$79.2M 755,966 -65,816 -8%
Mariner
18
Mariner
Kansas
$77M 735,491 -16,266 -2%
LPL Financial
19
LPL Financial
California
$70.8M 676,430 +43,730 +7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$70.3M 671,148 -17,730 -3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$60.7M 580,009 -360,196 -38%
EI
22
Ellevest Inc
New York
$59.4M 567,475 +24,085 +4%
AWM
23
Angeles Wealth Management
California
$53.7M 512,989 +32,880 +7%
Wells Fargo
24
Wells Fargo
California
$53.6M 511,585 -43,893 -8%
SL
25
Salomon & Ludwin
Virginia
$52.8M 503,947 +57,960 +13%
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