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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.6B -$577M -5,399,280 -18%
Bank of America
2
Bank of America
North Carolina
$2.22B -$330M -3,084,418 -13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.92B +$418M +3,914,135 +28%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.13B -$17.2M -161,101 -2%
Creative Planning
5
Creative Planning
Kansas
$1.08B +$822K +7,688 +0.1%
Betterment LLC
6
Betterment LLC
New York
$1.05B +$8.77M +82,033 +0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$821M -$70.7M -661,609 -8%
Wells Fargo
8
Wells Fargo
California
$744M +$52.7M +492,807 +8%
US Bancorp
9
US Bancorp
Minnesota
$676M +$58.5M +547,060 +10%
Morgan Stanley
10
Morgan Stanley
New York
$610M -$71.1M -665,125 -11%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$590M -$42.8M -400,697 -7%
CSIA
12
Charles Schwab Investment Advisory
California
$561M +$545K +5,098 +0.1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$549M -$27.6M -257,998 -5%
LPL Financial
14
LPL Financial
California
$468M +$56.6M +529,537 +14%
SEI Investments
15
SEI Investments
Pennsylvania
$422M +$33.5M +313,317 +9%
Fisher Asset Management
16
Fisher Asset Management
Washington
$364M +$17M +159,542 +5%
FCBT
17
First Citizens Bank & Trust
North Carolina
$352M +$306M +2,863,210 +714%
UBS Group
18
UBS Group
Switzerland
$349M -$31.2M -291,710 -8%
Wealthfront Advisers
19
Wealthfront Advisers
California
$311M +$240M +2,242,851 +346%
TF
20
TIAA FSB
Florida
$303M +$23.9M +224,040 +9%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$269M +$20.4M +191,151 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$242M +$15M +140,200 +7%
AssetMark Inc
23
AssetMark Inc
California
$206M -$7.11M -66,506 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$171M +$11.2M +104,970 +7%
Mariner
25
Mariner
Kansas
$136M +$952K +8,905 +0.7%