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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.

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
1
TIAA Trust, National Association
North Carolina
$191M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$632M
3
Bank of America
3
Bank of America
North Carolina
$731M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$647M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$20.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$618M
2
Jane Street
2
Jane Street
New York
$77.9M
3
WL
3
WIT LLC
District of Columbia
$122M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83.6M
5
BlackRock
5
BlackRock
New York
$6.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$731M 6,988,080 +340,302 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$647M 6,188,248 +231,266 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$632M 6,040,692 +694,814 +13%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$618M 5,913,571 -1,374,674 -19%
Morgan Stanley
5
Morgan Stanley
New York
$376M 3,599,023 -18,575 -0.5%
SEI Investments
6
SEI Investments
Pennsylvania
$263M 2,518,607 +432 +0%
Creative Planning
7
Creative Planning
Kansas
$255M 2,438,932 +46,981 +2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$191M 1,823,767 +807,794 +80%
UBS Group
9
UBS Group
Switzerland
$148M 1,417,604 -52,103 -4%
Franklin Resources
10
Franklin Resources
California
$125M 1,199,598 -40,290 -3%
WL
11
WIT LLC
District of Columbia
$122M 1,166 -679 -37%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$119M 1,140,122 +84,173 +8%
Citigroup
13
Citigroup
New York
$98.3M 940,553 +15,525 +2%
Ameriprise
14
Ameriprise
Minnesota
$90.4M 864,735 +11,027 +1%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$84.5M 807,616 -166,863 -17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$83.6M 799,914 -291,038 -27%
Mariner
17
Mariner
Kansas
$79.5M 760,416 +24,925 +3%
Jane Street
18
Jane Street
New York
$77.9M 744,770 -959,123 -56%
LPL Financial
19
LPL Financial
California
$75.4M 721,429 +44,999 +7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$70M 669,203 -1,945 -0.3%
US Bancorp
21
US Bancorp
Minnesota
$69.8M 667,546 -88,420 -12%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$63M 602,363 +22,354 +4%
EI
23
Ellevest Inc
New York
$59.6M 570,359 +2,884 +0.5%
AWM
24
Angeles Wealth Management
California
$53.9M 515,194 +2,205 +0.4%
SL
25
Salomon & Ludwin
Virginia
$53.5M 511,790 +7,843 +2%
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