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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.89B +$65.9M +567,169 +4%
Betterment LLC
2
Betterment LLC
New York
$1.22B +$71.6M +617,023 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.2B +$135M +1,164,939 +13%
Creative Planning
4
Creative Planning
Kansas
$1.12B +$170M +1,460,487 +18%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$811M +$30.4M +261,754 +4%
SEI Investments
6
SEI Investments
Pennsylvania
$696M +$51.6M +444,154 +8%
BlackRock
7
BlackRock
New York
$604M +$119M +1,024,932 +25%
Fisher Asset Management
8
Fisher Asset Management
Washington
$560M +$42.1M +362,696 +8%
Morgan Stanley
9
Morgan Stanley
New York
$535M +$49.4M +425,725 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$533M -$2.72M -23,398 -0.5%
Wells Fargo
11
Wells Fargo
California
$524M +$39.2M +337,527 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$453M +$43.7M +376,124 +11%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$442M +$23.7M +203,795 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$403M +$17.5M +150,308 +5%
UBS Group
15
UBS Group
Switzerland
$395M +$27.5M +236,654 +7%
TF
16
TIAA FSB
Florida
$344M +$19.1M +164,123 +6%
US Bancorp
17
US Bancorp
Minnesota
$315M -$39.7M -341,808 -11%
LPL Financial
18
LPL Financial
California
$231M +$39.2M +338,024 +21%
Jane Street
19
Jane Street
New York
$221M +$187M +1,610,100 +561%
Financial Engines Advisors
20
Financial Engines Advisors
California
$203M +$14.6M +125,312 +8%
AssetMark Inc
21
AssetMark Inc
California
$202M +$28.6M +246,235 +17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$194M +$10.7M +91,988 +6%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$192M +$25.1M +216,107 +15%
Osaic Holdings
24
Osaic Holdings
Arizona
$179M +$18.6M +160,242 +12%
Goldman Sachs
25
Goldman Sachs
New York
$145M +$19.3M +166,275 +15%