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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.8B +$585M +11,010,080 +27%
BlackRock
2
BlackRock
New York
$2.72B +$303M +5,710,699 +13%
Wells Fargo
3
Wells Fargo
California
$1.07B +$246M +4,622,353 +30%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1B +$29.9M +563,086 +3%
Morgan Stanley
5
Morgan Stanley
New York
$546M +$74.3M +1,397,989 +16%
LPL Financial
6
LPL Financial
California
$515M +$79.1M +1,488,617 +18%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$495M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$494M +$91.8M +1,728,348 +23%
Osaic Holdings
9
Osaic Holdings
Arizona
$304M +$64.7M +1,218,158 +27%
Ameriprise
10
Ameriprise
Minnesota
$274M -$31.7M -596,327 -10%
PAS
11
Park Avenue Securities
New York
$240M +$32.6M +614,118 +16%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$185M +$30.2M +569,215 +20%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$158M +$13.1M +245,753 +9%
UBS Group
14
UBS Group
Switzerland
$156M +$9.91M +186,654 +7%
SWM
15
SigFig Wealth Management
California
$133M +$13.5M +254,401 +11%
MML Investors Services
16
MML Investors Services
Massachusetts
$104M +$22M +414,074 +27%
Bank of America
17
Bank of America
North Carolina
$90.4M -$14.4M -271,960 -14%
5L
18
55I LLC
Massachusetts
$90.3M +$33.3M +627,606 +59%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$85.7M +$21.9M +411,448 +35%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$78.1M +$6.65M +125,143 +18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$73.8M +$4.21M +79,318 +6%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$59.8M -$8.35M -157,233 -12%
RJA
23
Raymond James & Associates
Florida
$53.7M +$20.4M +384,498 +62%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$50.6M +$41.1M +774,204 +449%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$48.3M +$10.1M +190,139 +27%