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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$243M +$243M +4,843,019 New
UCFA
2
United Capital Financial Advisors
Texas
$241M +$241M +4,815,351 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$89.8M – – –
Morgan Stanley
4
Morgan Stanley
New York
$88.2M +$4.81M +96,036 +6%
Bank of America
5
Bank of America
North Carolina
$49.9M -$7.96M -158,848 -14%
LPL Financial
6
LPL Financial
California
$36.5M +$34.7M +693,037 +1,913%
SCA
7
STALEY CAPITAL ADVISERS
Pennsylvania
$23.6M -$1.23M -24,600 -5%
BIM
8
BlackRock Investment Management
Delaware
$22.3M +$10.2M +204,276 +85%
UBS Group
9
UBS Group
Switzerland
$21.2M +$2.79M +55,570 +15%
GIA
10
GHP Investment Advisors
Colorado
$10.3M +$8.9M +177,598 +630%
SEI Investments
11
SEI Investments
Pennsylvania
$9.94M +$2.23M +44,428 +29%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.68M -$1.07M -21,324 -10%
AIM
13
Astor Investment Management
Illinois
$9.5M +$9.24M +184,264 +3,541%
Wells Fargo
14
Wells Fargo
California
$7.6M +$7.46M +148,802 +5,374%
MAA
15
Managed Account Advisors
New Jersey
$5.87M +$5.47M +109,155 +1,364%
PAG
16
Private Advisor Group
New Jersey
$2.02M +$1.72M +34,290 +564%
WF
17
WealthTrust Fairport
Ohio
$1.89M +$981K +19,565 +109%
MFS
18
MSI Financial Services
Massachusetts
$1.71M +$301K +6,000 +21%
HTC
19
Haverford Trust Company
Pennsylvania
$1.54M – – –
Jane Street
20
Jane Street
New York
$1.5M +$889K +17,738 +147%
RJA
21
Raymond James & Associates
Florida
$1.26M +$50.3K +1,004 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.11M +$1.11M +22,049 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.06M -$682K -13,603 -39%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$991K -$950K -18,958 -49%
TCM
25
TD Capital Management
Tennessee
$892K -$3.48M -69,339 -80%
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