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iShares 5-10 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$404M +$30.1M +549,802 +8%
Wells Fargo
2
Wells Fargo
California
$307M -$11.3M -206,330 -4%
Franklin Resources
3
Franklin Resources
California
$246M -$78.1M -1,429,336 -24%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$219M -$78.4M -1,434,880 -26%
UCFA
5
United Capital Financial Advisors
Texas
$214M +$4.05M +74,162 +2%
UBS Group
6
UBS Group
Switzerland
$204M -$2.03M -37,052 -1%
AssetMark Inc
7
AssetMark Inc
California
$179M +$9.08M +166,076 +5%
Bank of America
8
Bank of America
North Carolina
$173M -$6.13M -112,104 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$171M -$6M -109,758 -3%
Morgan Stanley
10
Morgan Stanley
New York
$162M -$12.3M -225,114 -7%
BlackRock
11
BlackRock
New York
$154M +$14.3M +262,484 +10%
MMI
12
Matson Money Inc
Ohio
$131M +$5.31M +97,188 +4%
Goldman Sachs
13
Goldman Sachs
New York
$126M -$50.9M -930,460 -29%
KeyBank National Association
14
KeyBank National Association
Ohio
$110M -$3.64M -66,636 -3%
RJA
15
Raymond James & Associates
Florida
$108M +$845K +15,450 +0.8%
SMA
16
Simply Money Advisors
Ohio
$78.1M +$7.52M +137,570 +11%
Ameriprise
17
Ameriprise
Minnesota
$74.5M +$17.5M +321,002 +30%
BA
18
BlackRock Advisors
Delaware
$64.5M +$65.2M +1,192,866 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$61.6M -$14.7M -269,318 -19%
T
20
Thomaspartners
Massachusetts
$55.3M +$37.5M +686,292 +205%
CPO
21
Cerity Partners OCIO
New York
$49M +$27.8M +509,064 +128%
HTC
22
Haverford Trust Company
Pennsylvania
$48.9M +$236K +4,326 +0.5%
SAS
23
Sage Advisory Services
Texas
$44.2M -$25.5M -465,968 -36%
FA
24
FDx Advisors
Illinois
$43.2M -$12M -219,334 -22%
US Bancorp
25
US Bancorp
Minnesota
$42.7M -$677K -12,376 -2%