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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
$288M +$234M +5,308,807 +450%
LPL Financial
2
LPL Financial
California
$94.5M +$61.4M +1,390,904 +188%
BlackRock
3
BlackRock
New York
$63M +$61.6M +1,396,661 +5,773%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$52M +$27.5M +621,932 +113%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$44.8M +$929K +21,057 +2%
Bank of America
6
Bank of America
North Carolina
$39.6M +$16.8M +381,047 +75%
OIA
7
OneDigital Investment Advisors
Kansas
$38.8M +$22.7M +514,879 +143%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$38.1M +$5.27M +119,464 +16%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$36M +$33.7M +763,278 +1,597%
Ameriprise
10
Ameriprise
Minnesota
$33.4M +$12.4M +280,135 +59%
JP Morgan Chase
11
JP Morgan Chase
New York
$32.9M +$31.3M +708,623 +2,091%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$27.2M +$9.62M +218,054 +55%
MML Investors Services
13
MML Investors Services
Massachusetts
$27M +$12.2M +277,119 +84%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$24.8M +$18.8M +426,114 +323%
UCFA
15
United Capital Financial Advisors
Texas
$24.1M +$12.7M +287,302 +112%
SIM
16
Stratos Investment Management
Ohio
$21.5M +$9.46M +214,415 +79%
Morgan Stanley
17
Morgan Stanley
New York
$21.4M +$19.9M +451,032 +1,490%
WFPG
18
Waller Financial Planning Group
Ohio
$21.3M +$238K +5,391 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18.1M +$3.93M +89,018 +28%
IWM
20
IHT Wealth Management
Illinois
$17.9M +$17.8M +404,050 New
PAS
21
Park Avenue Securities
New York
$15.6M +$14.1M +318,783 +982%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15.1M +$983K +22,261 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.1M +$10.1M +228,996 +255%
PAG
24
Private Advisor Group
New Jersey
$13.4M +$2.6M +58,965 +24%
AWM
25
Ameliora Wealth Management
Switzerland
$13M +$399K +9,038 +3%