CUSIP 464288158SHRT NAT MUN ETFSUBQ4 2025
6 filings · latest Apr 21, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 8.49M | $905.81M |
| 2 | Bank Of America Corp /De/ | 8.33M | $888.42M |
| 3 | Morgan Stanley | 5.67M | $605.40M |
| 4 | Bank Of New York Mellon Corp | 5.15M | $549.15M |
| 5 | Creative Planning | 2.81M | $300.19M |
| 6 | Sei Investments Co | 2.80M | $298.53M |
| 7 | Allstate Corp | 1.55M | $165.14M |
| 8 | Citigroup Inc | 1.39M | $148.61M |
| 9 | Northwestern Mutual Wealth Management Co |
| 4 | Nov 13, 2023 | Bank Of New York Mellon Corp | 13G/A | 10.3% | 8.57M | SEC |
| 5 | Mar 9, 2023 | Bank Of New York Mellon Corp | 13G/A | 10.0% | 10.14M | SEC |
| 6 | Jan 30, 2023 | Bank Of New York Mellon Corp | 13G | 9.9% | 10.52M | SEC |
| 1.39M |
| $148.14M |
| 10 | Tiaa Trust, National Association | 1.29M | $137.36M |