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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$269M +$44.3M +883,187 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M +$79.1M +1,576,757 +45%
Morgan Stanley
3
Morgan Stanley
New York
$249M +$64M +1,276,539 +35%
BlackRock
4
BlackRock
New York
$221M +$42.8M +853,399 +24%
3AM
5
3EDGE Asset Management
Florida
$215M +$132M +2,635,600 +160%
UCFA
6
United Capital Financial Advisors
Texas
$207M +$159M +3,163,330 +329%
TTSTC
7
Texas Treasury Safekeeping Trust Company
Texas
$201M +$201M +4,001,573 New
Wells Fargo
8
Wells Fargo
California
$87.9M +$8.41M +167,634 +11%
LPL Financial
9
LPL Financial
California
$76.2M +$24.9M +495,904 +48%
UBS Group
10
UBS Group
Switzerland
$74.1M +$254K +5,072 +0.3%
SAS
11
Sage Advisory Services
Texas
$35.8M +$13.1M +262,053 +58%
PAS
12
Park Avenue Securities
New York
$33.8M +$12.9M +257,125 +62%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$32.4M +$13.9M +277,705 +75%
GIA
14
GHP Investment Advisors
Colorado
$26.2M +$791K +15,769 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.1M -$22.6M -451,411 -47%
MM
16
Main Management
California
$24.9M +$5.24M +104,489 +27%
SAM
17
Securian Asset Management
Minnesota
$22.3M +$331K +6,600 +2%
BCMO
18
Buckingham Capital Management (Ohio)
Ohio
$22M +$1.16M +23,073 +6%
BCM
19
Brookstone Capital Management
Illinois
$21.1M +$6.51M +129,883 +45%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$21M +$6.81M +135,739 +48%
AG
21
Advisor Group
Arizona
$20.7M +$6.42M +128,011 +45%
KA
22
Klingman & Associates
New York
$17.6M +$1.66M +33,184 +10%
SCA
23
STALEY CAPITAL ADVISERS
Pennsylvania
$17.1M +$226K +4,500 +1%
ST
24
Spinnaker Trust
Maine
$16.3M -$2.67M -53,311 -14%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$15.2M -$1.53M -30,555 -9%