Funds holding iShares Short-Term National Muni Bond ETF
3 funds declare a position · 0 ETFs and 3 other funds · 6.5M $ · US4642881589
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 59,331 | 6.4M $ | 16.05 % | as of Feb 28, 2026 · Original filing |
| 2 | Opportunistic Municipal Fund Principal Funds, Inc | 1,000 | 107.4K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 3 | Tax-Exempt Bond Fund Principal Funds, Inc | 374 | 39.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
Institutional managers
877 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10,534,007 | 1.1B $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 9,196,615 | 979.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,916,664 | 630.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 4,932,802 | 525.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,914,733 | 310.4M $ | as of Mar 31, 2026 |
| Creative Planning | 2,904,852 | 309.4M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 2,860,129 | 304.6M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,542,535 | 164.3M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 1,453,960 | 154.8M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 1,296,728 | 138.1M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 1,281,043 | 136.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,048,462 | 111.7M $ | as of Mar 31, 2026 |
| ALLSTATE CORP | 1,047,584 | 111.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,037,196 | 110.5M $ | as of Mar 31, 2026 |
| Mariner, LLC | 883,807 | 94.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 861,391 | 91.7M $ | as of Mar 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 817,913 | 87.1M $ | as of Mar 31, 2026 |
| Robinhood Asset Management, LLC | 755,267 | 80.4M $ | as of Mar 31, 2026 |
| Salomon & Ludwin, LLC | 711,088 | 76.3M $ | as of Mar 31, 2026 |
| NISA INVESTMENT ADVISORS, LLC | 679,490 | 72.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 634,187 | 67.5M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 632,784 | 67.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 603,574 | 64.3M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 593,545 | 64M $ | as of Mar 31, 2026 |
| Allworth Financial LP | 596,499 | 63.5M $ | as of Mar 31, 2026 |