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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.51B +$1.61B +15,041,149 +176%
Bank of America
2
Bank of America
North Carolina
$1.71B +$12.6M +117,929 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.32B +$7.54M +70,653 +0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.25B +$912M +8,547,343 +264%
Creative Planning
5
Creative Planning
Kansas
$1.04B +$123M +1,156,514 +13%
Betterment LLC
6
Betterment LLC
New York
$746M -$67.9M -636,727 -8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$679M -$30.5M -286,158 -4%
TF
8
TIAA FSB
Florida
$666M +$390M +3,656,422 +140%
Morgan Stanley
9
Morgan Stanley
New York
$582M +$2.59M +24,286 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$581M +$133M +1,244,347 +29%
SEI Investments
11
SEI Investments
Pennsylvania
$559M +$147M +1,380,263 +36%
Wells Fargo
12
Wells Fargo
California
$558M +$3.57M +33,441 +0.6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$557M +$11.6M +108,543 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$481M +$99.3M +930,966 +26%
CSIA
15
Charles Schwab Investment Advisory
California
$457M +$458M +4,295,263 New
LPL Financial
16
LPL Financial
California
$344M +$49.7M +465,757 +17%
Charles Schwab
17
Charles Schwab
California
$340M +$315M +2,950,433 +1,190%
UBS Group
18
UBS Group
Switzerland
$339M -$9.66M -90,512 -3%
SFA
19
Sequoia Financial Advisors
Ohio
$281M +$183M +1,714,842 +186%
US Bancorp
20
US Bancorp
Minnesota
$237M -$32.9M -307,856 -12%
Jane Street
21
Jane Street
New York
$231M +$142M +1,332,868 +159%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$213M +$15.8M +148,511 +8%
AssetMark Inc
23
AssetMark Inc
California
$194M +$7.66M +71,741 +4%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$186M -$26M -244,078 -12%
Goldman Sachs
25
Goldman Sachs
New York
$161M +$29.2M +273,383 +22%