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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$821M +$72.7M +688,770 +10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$659M -$6.48M -61,316 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M +$28.6M +271,190 +5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$489M -$54.7M -517,916 -10%
Morgan Stanley
5
Morgan Stanley
New York
$370M -$13.8M -130,785 -4%
SEI Investments
6
SEI Investments
Pennsylvania
$282M +$3.5M +33,119 +1%
Creative Planning
7
Creative Planning
Kansas
$270M +$7.27M +68,792 +3%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$183M -$48M -454,834 -21%
UBS Group
9
UBS Group
Switzerland
$148M -$488K -4,620 -0.3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$136M +$7.74M +73,257 +6%
Franklin Resources
11
Franklin Resources
California
$134M +$6.8M +64,365 +5%
Citigroup
12
Citigroup
New York
$116M +$20.4M +193,192 +21%
LPL Financial
13
LPL Financial
California
$97.2M +$18.8M +177,747 +24%
Ameriprise
14
Ameriprise
Minnesota
$96.4M +$3.6M +34,085 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$85.5M +$8.89M +84,164 +12%
Mariner
16
Mariner
Kansas
$84.7M +$7.04M +66,653 +9%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$74.8M +$6.53M +61,815 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$70.7M +$6.65M +62,936 +10%
AF
19
Allworth Financial
California
$62.6M +$10.7M +101,483 +21%
EI
20
Ellevest Inc
New York
$62.4M +$208K +1,970 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$61.5M -$6.89M -65,265 -10%
SL
22
Salomon & Ludwin
Virginia
$59M +$1.08M +10,221 +2%
US Bancorp
23
US Bancorp
Minnesota
$58.2M -$4.59M -43,411 -7%
MMA
24
Miracle Mile Advisors
California
$57.6M +$1.66M +15,712 +3%
Wells Fargo
25
Wells Fargo
California
$52.8M +$920K +8,706 +2%