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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$496M +$495M +9,893,030 New
UCFA
2
United Capital Financial Advisors
Texas
$474M +$233M +4,651,285 +97%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$472M +$229M +4,573,994 +94%
Morgan Stanley
4
Morgan Stanley
New York
$103M +$15.1M +301,095 +17%
Bank of America
5
Bank of America
North Carolina
$97.6M +$47.7M +952,939 +96%
AllianceBernstein
6
AllianceBernstein
Tennessee
$89.7M – – –
UBS Group
7
UBS Group
Switzerland
$34.4M +$13.2M +262,812 +62%
Wells Fargo
8
Wells Fargo
California
$27.8M +$20.2M +403,258 +266%
NYLIM
9
New York Life Investment Management
New York
$26.3M +$26.3M +525,202 New
BIM
10
BlackRock Investment Management
Delaware
$24.3M +$2.07M +41,286 +9%
SCA
11
STALEY CAPITAL ADVISERS
Pennsylvania
$20.1M -$3.43M -68,500 -15%
LPL Financial
12
LPL Financial
California
$16.5M -$20M -399,405 -55%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.5M +$2.78M +55,598 +29%
GIA
14
GHP Investment Advisors
Colorado
$10.5M +$223K +4,446 +2%
AIM
15
Astor Investment Management
Illinois
$9.52M +$32.6K +650 +0.3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$7.09M +$6.75M +134,698 +1,978%
SEI Investments
17
SEI Investments
Pennsylvania
$7.04M -$2.89M -57,750 -29%
ACM
18
Aviance Capital Management
Florida
$5.69M +$5.69M +113,539 New
HCM
19
Hollencrest Capital Management
California
$3.5M +$3.5M +69,860 New
HW
20
Hancock Whitney
Mississippi
$2.27M +$2.27M +45,340 New
WF
21
WealthTrust Fairport
Ohio
$1.88M – – –
MFS
22
MSI Financial Services
Massachusetts
$1.85M +$141K +2,821 +8%
HTC
23
Haverford Trust Company
Pennsylvania
$1.45M -$85.2K -1,701 -6%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.39M +$282K +5,640 +26%
PAS
25
Park Avenue Securities
New York
$1.07M +$1.07M +21,446 New
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