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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.1B +$464M +4,482,613 +74%
Bank of America
2
Bank of America
North Carolina
$855M -$354M -3,415,505 -29%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$635M +$119M +1,148,773 +23%
Morgan Stanley
4
Morgan Stanley
New York
$407M +$79.2M +765,652 +24%
WL
5
WIT LLC
District of Columbia
$398M -$37.2M -359,000 -9%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$369M +$118M +1,143,218 +48%
SEI Investments
7
SEI Investments
Pennsylvania
$236M +$26.8M +259,120 +13%
JP Morgan Chase
8
JP Morgan Chase
New York
$223M +$87.8M +848,338 +66%
UBS Group
9
UBS Group
Switzerland
$205M +$32.3M +311,704 +19%
Franklin Resources
10
Franklin Resources
California
$183M +$181M +1,748,639 +49,819%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$175M +$15.3M +147,829 +10%
US Bancorp
12
US Bancorp
Minnesota
$141M +$15.3M +147,338 +12%
OWM
13
Orgel Wealth Management
Wisconsin
$122M +$121M +1,167,959 +57,848%
Citigroup
14
Citigroup
New York
$116M +$17.1M +164,948 +17%
TF
15
TIAA FSB
Florida
$112M -$34.5M -333,012 -24%
LPL Financial
16
LPL Financial
California
$112M +$12.3M +119,058 +13%
Creative Planning
17
Creative Planning
Kansas
$110M +$62.6M +604,540 +133%
Ameriprise
18
Ameriprise
Minnesota
$104M +$54.9M +529,954 +113%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$100M +$21.5M +207,366 +28%
Mariner
20
Mariner
Kansas
$95.2M -$7.13M -68,928 -7%
HighTower Advisors
21
HighTower Advisors
Illinois
$95.1M +$65.8M +635,383 +230%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$92.9M +$4.94M +47,734 +6%
Cerity Partners
23
Cerity Partners
New York
$89.1M -$3.9M -37,694 -32%
Goldman Sachs
24
Goldman Sachs
New York
$81.5M +$62.1M +600,365 +332%
Wells Fargo
25
Wells Fargo
California
$79.5M +$5.85M +56,529 +8%