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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
$587M +$55.9M +1,015,790 +11%
Wells Fargo
2
Wells Fargo
California
$416M +$36.7M +667,052 +10%
UBS Group
3
UBS Group
Switzerland
$262M +$258M +4,686,222 +7,096%
UCFA
4
United Capital Financial Advisors
Texas
$256M +$11.9M +216,874 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$242M -$2.67M -48,540 -1%
BlackRock
6
BlackRock
New York
$209M -$10M -182,238 -5%
AssetMark Inc
7
AssetMark Inc
California
$177M +$31.4M +570,854 +22%
Morgan Stanley
8
Morgan Stanley
New York
$177M -$14.7M -266,452 -8%
Bank of America
9
Bank of America
North Carolina
$171M +$6.7M +121,628 +4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$169M +$184K +3,344 +0.1%
Goldman Sachs
11
Goldman Sachs
New York
$163M +$557K +10,110 +0.3%
MMI
12
Matson Money Inc
Ohio
$153M +$5.92M +107,466 +4%
T
13
Thomaspartners
Massachusetts
$149M +$22.3M +405,874 +18%
AC
14
Allstate Corporation
Illinois
$120M +$79.5M +1,444,000 +197%
Ameriprise
15
Ameriprise
Minnesota
$115M +$12M +218,226 +12%
KeyBank National Association
16
KeyBank National Association
Ohio
$107M -$44.5K -808 -0%
Franklin Resources
17
Franklin Resources
California
$103M -$1.51M -27,508 -1%
Citigroup
18
Citigroup
New York
$85.3M +$79.2M +1,437,992 +1,301%
SMA
19
Simply Money Advisors
Ohio
$76.2M +$268K +4,870 +0.4%
MML Investors Services
20
MML Investors Services
Massachusetts
$70.3M -$6.96M -126,492 -9%
CPO
21
Cerity Partners OCIO
New York
$63.3M +$8.15M +147,996 +15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$62.9M +$4.65M +84,484 +8%
LPL Financial
23
LPL Financial
California
$62.2M +$4.14M +75,228 +7%
SAS
24
Sage Advisory Services
Texas
$61.6M -$7.79M -141,412 -11%
HTC
25
Haverford Trust Company
Pennsylvania
$55.1M +$1.71M +31,052 +3%