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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.76B +$354M +3,327,064 +14%
Bank of America
2
Bank of America
North Carolina
$1.83B +$183M +1,723,985 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.28B +$14.7M +138,310 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.13B -$83.6M -785,918 -7%
Creative Planning
5
Creative Planning
Kansas
$1.04B +$45.2M +425,491 +4%
CSIA
6
Charles Schwab Investment Advisory
California
$978M +$557M +5,236,161 +122%
Betterment LLC
7
Betterment LLC
New York
$746M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$707M +$152M +1,426,221 +26%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$599M -$57.7M -542,535 -8%
Wells Fargo
10
Wells Fargo
California
$594M +$58.2M +547,194 +10%
Morgan Stanley
11
Morgan Stanley
New York
$573M +$12.4M +116,528 +2%
SEI Investments
12
SEI Investments
Pennsylvania
$500M -$41M -385,212 -7%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$466M +$2.51M +23,616 +0.5%
LPL Financial
14
LPL Financial
California
$340M +$8.16M +76,780 +2%
TF
15
TIAA FSB
Florida
$292M -$364M -3,424,540 -55%
UBS Group
16
UBS Group
Switzerland
$280M -$49.1M -461,548 -14%
US Bancorp
17
US Bancorp
Minnesota
$221M -$7.59M -71,385 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$204M -$1.52M -14,265 -0.7%
Fisher Asset Management
19
Fisher Asset Management
Washington
$203M -$346M -3,251,370 -62%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$202M +$22.8M +214,832 +12%
AssetMark Inc
21
AssetMark Inc
California
$201M +$14.7M +138,687 +8%
AC
22
Allstate Corporation
Illinois
$164M +$29M +272,711 +21%
Osaic Holdings
23
Osaic Holdings
Arizona
$142M -$10M -94,396 -6%
Goldman Sachs
24
Goldman Sachs
New York
$130M -$25.9M -243,276 -16%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$125M +$8.08M +76,004 +7%