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iShares Fallen Angels USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$239M +$27.8M +1,112,462 +13%
MG
2
Mather Group
Illinois
$152M +$9.22M +368,659 +7%
LPL Financial
3
LPL Financial
California
$68.9M -$187K -7,470 -0.3%
Bank of America
4
Bank of America
North Carolina
$63.7M +$5.26M +210,366 +9%
SFSG
5
Sound Financial Strategies Group
Mississippi
$61.6M +$60.7M +2,427,782 New
Morgan Stanley
6
Morgan Stanley
New York
$42.8M +$62.5K +2,498 +0.1%
Nomura Asset Management
7
Nomura Asset Management
Japan
$33.7M -$9.79M -391,300 -23%
BlackRock
8
BlackRock
New York
$33.6M -$1.98M -79,273 -6%
AF
9
Allworth Financial
California
$28.9M +$4.02M +160,548 +16%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M +$26.1M +1,042,841 New
ETS
11
ESL Trust Services
New York
$25.4M +$9.91K +396 +0%
UBS Group
12
UBS Group
Switzerland
$23.9M -$6.86M -274,382 -23%
Osaic Holdings
13
Osaic Holdings
Arizona
$21M -$499K -19,959 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$20.5M +$25 +1 +0%
OP
15
ORG Partners
Indiana
$20.2M +$18.5M +737,943 +1,265%
Ameriprise
16
Ameriprise
Minnesota
$17.3M +$11.6M +463,589 +218%
Jane Street
17
Jane Street
New York
$17.3M +$11.6M +465,548 +215%
BAAM
18
Baker Avenue Asset Management
California
$16.6M +$698K +27,897 +4%
MML Investors Services
19
MML Investors Services
Massachusetts
$14.6M +$559K +22,357 +4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$13.9M +$1.74M +69,727 +15%
AI
21
Atria Investments
North Carolina
$12.1M +$8.92M +356,720 +295%
WP
22
WealthShield Partners
North Carolina
$11.9M +$11.3M +451,935 +2,471%
PAS
23
Park Avenue Securities
New York
$11M -$234K -9,373 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$10.8M +$385K +15,383 +4%
CA
25
Cetera Advisors
Colorado
$9.55M -$338K -13,493 -3%