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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$337M +$38.6M +775,054 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$224M +$199 +4 +0%
Bank of America
3
Bank of America
North Carolina
$176M -$74.5M -1,497,075 -30%
UBS Group
4
UBS Group
Switzerland
$127M -$1.37M -27,513 -1%
Wells Fargo
5
Wells Fargo
California
$108M +$38.3M +770,211 +54%
BI
6
Bramshill Investments
Florida
$105M +$40.7M +817,089 +62%
BlackRock
7
BlackRock
New York
$84.8M -$289M -5,806,008 -77%
TFS
8
TrustCore Financial Services
Tennessee
$67.2M +$19.8M +398,426 +42%
CCA
9
Clearwater Capital Advisors
Illinois
$61.6M +$17.3M +347,819 +39%
LPL Financial
10
LPL Financial
California
$59.3M +$5.39M +108,382 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$59.1M +$8.26M +165,985 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
$47.5M +$24.1M +483,884 +98%
SRC
13
Shufro Rose & Co
New York
$46.6M +$28.5M +572,084 +155%
DCM
14
Donaldson Capital Management
Indiana
$46M +$2.38M +47,778 +5%
EG
15
Enstar Group
Bermuda
$45.4M – – –
SLF
16
Sun Life Financial
Ontario, Canada
$40.2M -$13.3M -267,000 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40.1M -$3.02M -60,644 -7%
KPW
18
Kore Private Wealth
New York
$28.8M – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$27.1M +$1.44M +28,936 +6%
SAM
20
Securian Asset Management
Minnesota
$26.9M – – –
RVPG
21
Relative Value Partners Group
$25.5M -$1M -20,165 -4%
CT
22
Columbia Trust
Oregon
$25.4M +$1.01M +20,384 +4%
RBC
23
Roble Belko & Company
Pennsylvania
$20.2M -$1.05M -21,130 -5%
MBT
24
Montecito Bank & Trust
California
$19.4M +$5.66M +113,813 +41%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$17.5M – – –
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