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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$283M -$11.7M -233,564 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$212M +$2.51K +50 +0%
Morgan Stanley
3
Morgan Stanley
New York
$193M -$31.8M -633,436 -14%
Bank of America
4
Bank of America
North Carolina
$184M -$123M -2,449,230 -40%
UBS Group
5
UBS Group
Switzerland
$131M -$6.99M -139,372 -5%
Wells Fargo
6
Wells Fargo
California
$106M -$14.7M -293,155 -12%
EG
7
Enstar Group
Bermuda
$78M +$77.9M +1,553,784 New
LPL Financial
8
LPL Financial
California
$75M -$61M -1,216,810 -45%
SRC
9
Shufro Rose & Co
New York
$62.8M +$1.35M +26,959 +2%
CCA
10
Clearwater Capital Advisors
Illinois
$54.1M +$7.55M +150,482 +16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51.2M -$10.5M -210,314 -17%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$41.9M -$10.7M -214,182 -20%
Citadel Advisors
13
Citadel Advisors
Florida
$37.2M -$2.4M -47,780 -6%
Betterment LLC
14
Betterment LLC
New York
$31.4M -$36.5M -727,296 -54%
MML Investors Services
15
MML Investors Services
Massachusetts
$30.3M -$3.65M -72,876 -11%
KPW
16
Kore Private Wealth
New York
$29.2M – – –
GWM
17
Geneos Wealth Management
Colorado
$28M +$5.74M +114,404 +26%
RJA
18
Raymond James & Associates
Florida
$27.6M +$13.2M +263,286 +92%
Osaic Holdings
19
Osaic Holdings
Arizona
$27.5M -$36.6M -729,368 -57%
DCM
20
Donaldson Capital Management
Indiana
$26.8M -$911K -18,167 -3%
SAM
21
Securian Asset Management
Minnesota
$25M -$489K -9,760 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$22.8M -$354M -7,059,892 -94%
ST
23
Smithfield Trust
Pennsylvania
$22.3M -$3.52M -70,122 -14%
SEI Investments
24
SEI Investments
Pennsylvania
$21.3M +$1.11M +22,160 +6%
SHGA
25
Sand Hill Global Advisors
California
$18.3M -$1.19M -23,685 -6%
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