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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
$3.03B +$243M +4,524,823 +9%
BlackRock
2
BlackRock
New York
$2.93B +$226M +4,211,407 +8%
Wells Fargo
3
Wells Fargo
California
$1.12B +$58.1M +1,081,556 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.03B +$26.9M +501,530 +3%
Morgan Stanley
5
Morgan Stanley
New York
$594M +$50.2M +934,701 +9%
LPL Financial
6
LPL Financial
California
$578M +$65.7M +1,223,161 +13%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$515M +$23.4M +436,506 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$323M +$20.7M +384,425 +7%
PAS
9
Park Avenue Securities
New York
$242M +$3.31M +61,586 +1%
Ameriprise
10
Ameriprise
Minnesota
$240M -$32.8M -610,920 -12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$195M +$11.1M +206,262 +6%
UBS Group
12
UBS Group
Switzerland
$165M +$9.99M +185,882 +6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$165M +$7M +130,238 +4%
SWM
14
SigFig Wealth Management
California
$138M +$5.88M +109,533 +4%
5L
15
55I LLC
Massachusetts
$117M +$27.7M +515,200 +31%
MML Investors Services
16
MML Investors Services
Massachusetts
$114M +$10.5M +195,702 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$99.5M +$14.3M +265,940 +17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$83.6M +$10.3M +191,310 +14%
Bank of America
19
Bank of America
North Carolina
$76.4M -$13.6M -253,718 -15%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$71.5M
Fidelity Investments
21
Fidelity Investments
Massachusetts
$55.6M -$3.88M -72,262 -6%
RJA
22
Raymond James & Associates
Florida
$54.5M +$1.08M +20,173 +2%
FAAM
23
First Ascent Asset Management
Colorado
$47.9M +$4.44M +82,689 +10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$44.4M +$1.68M +31,331 +4%
ST
25
Spinnaker Trust
Maine
$44.4M +$2.55M +47,529 +6%