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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$178M +$36M +798,634 +25%
LPL Financial
2
LPL Financial
California
$122M +$24.1M +533,845 +24%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$86.7M
Bank of America
4
Bank of America
North Carolina
$80.1M +$26.4M +586,148 +49%
Betterment LLC
5
Betterment LLC
New York
$67.1M -$1.85M -41,026 -3%
SIM
6
Stratos Investment Management
Ohio
$55.2M +$2.04M +45,209 +4%
Morgan Stanley
7
Morgan Stanley
New York
$53.1M +$4.64M +102,967 +10%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$38.9M +$3.53M +78,275 +10%
EH
9
Equitable Holdings
New York
$38.5M +$5.59M +124,166 +17%
BlackRock
10
BlackRock
New York
$33.5M +$335K +7,429 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$30.4M +$8.46M +187,834 +39%
MML Investors Services
12
MML Investors Services
Massachusetts
$29.1M +$3.96M +87,837 +16%
OIA
13
OneDigital Investment Advisors
Kansas
$28.9M +$2.27M +50,382 +9%
WFPG
14
Waller Financial Planning Group
Ohio
$28.2M +$537K +11,920 +2%
MFG
15
Merit Financial Group
Georgia
$28M +$4.26M +94,524 +18%
AWM
16
Ameliora Wealth Management
Switzerland
$19.4M +$236K +5,238 +1%
UBS Group
17
UBS Group
Switzerland
$19.4M +$1.52M +33,649 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.3M +$623K +13,831 +3%
DC
19
Dorval Corp
Minnesota
$18.4M +$421K +9,345 +2%
Ameriprise
20
Ameriprise
Minnesota
$17.8M -$12.1M -268,740 -40%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$15.9M +$4.91M +108,913 +45%
HCA
22
Heck Capital Advisors
Wisconsin
$12.2M +$12.1M +269,354 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$11.7M +$3.04M +67,521 +35%
UCFA
24
United Capital Financial Advisors
Texas
$11.6M -$316K -7,020 -3%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M -$3.25M -72,103 -22%