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iShares High Yield Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M +$100M +2,105,824 +366%
LPL Financial
2
LPL Financial
California
$66.5M +$44.8M +943,005 +200%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$57M +$9.5M +200,000 +20%
WANY
4
Wealthspire Advisors (New York)
New York
$55.9M +$6.33M +133,293 +13%
Ameriprise
5
Ameriprise
Minnesota
$31.8M +$18.1M +381,021 +129%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$30.5M +$476K +10,030 +2%
AssetMark Inc
7
AssetMark Inc
California
$27.7M -$97K -2,042 -0.3%
IWM
8
IHT Wealth Management
Illinois
$24.4M +$24.6M +518,878 New
Bank of America
9
Bank of America
North Carolina
$23.2M +$16.3M +343,498 +228%
BlackRock
10
BlackRock
New York
$21.6M +$21.8M +459,168 +158,334%
KIM
11
Kestra Investment Management
Texas
$21.5M +$1.25M +26,355 +6%
Morgan Stanley
12
Morgan Stanley
New York
$20.8M +$12.4M +261,596 +144%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$20.8M +$6.37M +134,244 +44%
JP Morgan Chase
14
JP Morgan Chase
New York
$20.7M +$16.5M +347,500 +371%
MNA
15
Manning & Napier Advisors
New York
$19.7M +$19.9M +419,550 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$15.5M +$14.7M +309,379 +1,573%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$15.4M +$11.3M +237,190 +265%
CPG
18
Cornerstone Planning Group
New Jersey
$14.7M +$309K +6,509 +2%
IAS
19
IMA Advisory Services
Colorado
$13.2M +$228K +4,806 +2%
CICC
20
Capital Investment Counsel (Colorado)
Colorado
$11.7M +$5.08M +107,011 +75%
OWA
21
Outlook Wealth Advisors
Texas
$11.2M -$61.3K -1,290 -0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$11.1M +$4.96M +104,530 +79%
TPW
23
TL Private Wealth
Texas
$9.52M +$237K +4,998 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$9.37M +$3M +63,085 +46%
Betterment LLC
25
Betterment LLC
New York
$8.47M +$1.36M +28,599 +19%