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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 -$369M -7,349,814 -60%
UCFA
2
United Capital Financial Advisors
Texas
$216M -$376M -7,487,873 -64%
BA
3
BlackRock Advisors
Delaware
$145M +$145M +2,891,553 New
Wells Fargo
4
Wells Fargo
California
$136M -$12.3M -245,490 -8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$135M -$145M -2,897,744 -52%
Morgan Stanley
6
Morgan Stanley
New York
$134M -$24.6M -489,774 -15%
Bank of America
7
Bank of America
North Carolina
$119M +$16.8M +334,505 +16%
AllianceBernstein
8
AllianceBernstein
Tennessee
$89.8M – – –
EWA
9
EP Wealth Advisors
California
$78.6M +$2.44M +48,636 +3%
UBS Group
10
UBS Group
Switzerland
$53.4M +$4.6M +91,659 +9%
BIM
11
BlackRock Investment Management
Delaware
$35.5M +$1.35M +26,903 +4%
LPL Financial
12
LPL Financial
California
$30.7M +$9.56M +190,656 +45%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25.1M +$8.68M +173,066 +53%
LI
14
LVZ Inc
Michigan
$23.3M +$1.62M +32,303 +7%
BCMO
15
Buckingham Capital Management (Ohio)
Ohio
$20.2M +$440K +8,775 +2%
SCA
16
STALEY CAPITAL ADVISERS
Pennsylvania
$18.1M -$40.1K -800 -0.2%
GIA
17
GHP Investment Advisors
Colorado
$16.9M +$1.19M +23,816 +8%
SAM
18
Securian Asset Management
Minnesota
$16.4M +$3.16M +63,035 +24%
SEI Investments
19
SEI Investments
Pennsylvania
$15.1M +$3.41M +67,958 +29%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$12.6M +$12.6M +251,432 New
Jane Street
21
Jane Street
New York
$11.1M +$10.8M +215,201 +3,890%
PAS
22
Park Avenue Securities
New York
$10.2M +$1.94M +38,745 +23%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9.56M +$1.46M +29,117 +18%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$8.31M -$9.47M -188,846 -53%
BCM
25
Brookstone Capital Management
Illinois
$7.22M +$3.54M +70,625 +96%
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