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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
11%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$754M 7,098,941 +110,861 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$670M 6,312,380 +271,688 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$635M 5,976,259 -211,989 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$547M 5,155,033 -758,538 -13%
Morgan Stanley
5
Morgan Stanley
New York
$386M 3,634,876 +35,853 +1%
SEI Investments
6
SEI Investments
Pennsylvania
$281M 2,643,788 +125,181 +5%
Creative Planning
7
Creative Planning
Kansas
$264M 2,486,417 +47,485 +2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$233M 2,193,401 +369,634 +20%
UBS Group
9
UBS Group
Switzerland
$150M 1,409,660 -7,944 -0.6%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$129M 1,212,348 +72,226 +6%
Franklin Resources
11
Franklin Resources
California
$128M 1,207,542 +7,944 +0.7%
Citigroup
12
Citigroup
New York
$95.8M 902,108 -38,445 -4%
Ameriprise
13
Ameriprise
Minnesota
$93.4M 879,689 +14,954 +2%
LPL Financial
14
LPL Financial
California
$79M 743,935 +22,506 +3%
Mariner
15
Mariner
Kansas
$78.2M 735,962 -24,454 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$77.1M 725,959 +56,756 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$68.9M 648,712 -151,202 -19%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$68.8M 647,423 -160,193 -20%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$64.5M 607,611 +5,248 +0.9%
US Bancorp
20
US Bancorp
Minnesota
$63.2M 594,979 -72,567 -11%
EI
21
Ellevest Inc
New York
$62.6M 589,659 +19,300 +3%
SL
22
Salomon & Ludwin
Virginia
$58.4M 549,421 +37,631 +7%
MMA
23
Miracle Mile Advisors
California
$56.3M 530,025 +49,784 +10%
CWM
24
CIBC World Markets
New York
$54.3M 500,000 +500,000 New
Renaissance Technologies
25
Renaissance Technologies
New York
$52.8M 497,400 +295,920 +147%