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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

826 hedge funds and large institutions have $7.73B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
11%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
122
Increased
345
Reduced
249
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$821M
2
Raymond James Financial
2
Raymond James Financial
Florida
$44.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M
4
Citigroup
4
Citigroup
New York
$116M
5
LPL Financial
5
LPL Financial
California
$97.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$489M
2
CWM
2
CIBC World Markets
New York
$0
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$183M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$34.6M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$821M 7,787,711 +688,770 +10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$659M 6,251,064 -61,316 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M 6,247,449 +271,190 +5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$489M 4,637,117 -517,916 -10%
Morgan Stanley
5
Morgan Stanley
New York
$370M 3,504,091 -130,785 -4%
SEI Investments
6
SEI Investments
Pennsylvania
$282M 2,676,907 +33,119 +1%
Creative Planning
7
Creative Planning
Kansas
$270M 2,555,209 +68,792 +3%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$183M 1,738,567 -454,834 -21%
UBS Group
9
UBS Group
Switzerland
$148M 1,405,040 -4,620 -0.3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$136M 1,285,605 +73,257 +6%
Franklin Resources
11
Franklin Resources
California
$134M 1,271,907 +64,365 +5%
Citigroup
12
Citigroup
New York
$116M 1,095,300 +193,192 +21%
LPL Financial
13
LPL Financial
California
$97.2M 921,682 +177,747 +24%
Ameriprise
14
Ameriprise
Minnesota
$96.4M 913,774 +34,085 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$85.5M 810,123 +84,164 +12%
Mariner
16
Mariner
Kansas
$84.7M 802,615 +66,653 +9%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$74.8M 709,238 +61,815 +10%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$70.7M 670,547 +62,936 +10%
AF
19
Allworth Financial
California
$62.6M 592,438 +101,483 +21%
EI
20
Ellevest Inc
New York
$62.4M 591,629 +1,970 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$61.5M 583,447 -65,265 -10%
SL
22
Salomon & Ludwin
Virginia
$59M 559,642 +10,221 +2%
US Bancorp
23
US Bancorp
Minnesota
$58.2M 551,568 -43,411 -7%
MMA
24
Miracle Mile Advisors
California
$57.6M 545,737 +15,712 +3%
Wells Fargo
25
Wells Fargo
California
$52.8M 500,246 +8,706 +2%
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