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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.69B +$299M +5,634,323 +9%
Charles Schwab
2
Charles Schwab
California
$801M +$59.9M +1,126,874 +8%
Northern Trust
3
Northern Trust
Illinois
$694M +$39.1M +736,341 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$472M +$27.1M +509,916 +6%
AC
5
Allstate Corporation
Illinois
$439M +$209M +3,928,792 +91%
AssetMark Inc
6
AssetMark Inc
California
$419M -$5.9M -110,995 -1%
Bank of America
7
Bank of America
North Carolina
$341M +$9.3M +174,977 +3%
Morgan Stanley
8
Morgan Stanley
New York
$336M +$10.8M +202,557 +3%
OCM
9
One Capital Management
California
$311M – – –
Wells Fargo
10
Wells Fargo
California
$278M +$10.4M +195,244 +4%
UBS Group
11
UBS Group
Switzerland
$220M +$2.68M +50,446 +1%
LPL Financial
12
LPL Financial
California
$217M +$23.9M +449,567 +12%
MMI
13
Matson Money Inc
Ohio
$203M +$8.61M +161,977 +4%
Ameriprise
14
Ameriprise
Minnesota
$187M +$1.29M +24,245 +0.7%
Raymond James Financial
15
Raymond James Financial
Florida
$184M +$9.05M +170,260 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$164M +$10.7M +201,903 +7%
TPCW
17
TD Private Client Wealth
New York
$153M +$28M +527,066 +22%
Goldman Sachs
18
Goldman Sachs
New York
$150M +$64.1M +1,205,699 +75%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$132M +$44.6M +838,765 +51%
AIM
20
Acropolis Investment Management
Missouri
$120M +$7.93M +149,158 +7%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$119M -$53.9M -1,015,035 -31%
PHWA
22
Petersen Hastings Wealth Advisors
Washington
$112M +$7.03M +132,235 +7%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$106M +$13.5M +253,101 +15%
Franklin Resources
24
Franklin Resources
California
$105M +$2.15M +40,388 +2%
UCFA
25
United Capital Financial Advisors
Texas
$99.9M +$747K +14,057 +0.8%
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