We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$398M +$205M +4,150,478 +106%
Morgan Stanley
2
Morgan Stanley
New York
$355M -$17.9M -364,083 -5%
EWA
3
EP Wealth Advisors
California
$279M +$32.9M +666,843 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$143M -$80M -1,623,765 -36%
UBS Group
5
UBS Group
Switzerland
$109M -$17.3M -350,282 -14%
Wells Fargo
6
Wells Fargo
California
$108M +$5.39M +109,347 +5%
TC
7
TAP Consulting
Missouri
$101M +$67.8M +1,376,321 +201%
BI
8
Bramshill Investments
Florida
$97.9M -$3.51M -71,196 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$80.9M -$1.26M -25,669 -2%
LPL Financial
10
LPL Financial
California
$71.2M +$5.2M +105,504 +8%
BlackRock
11
BlackRock
New York
$70.6M -$6.02M -122,140 -8%
TFS
12
TrustCore Financial Services
Tennessee
$68.9M -$1.7M -34,596 -2%
CCA
13
Clearwater Capital Advisors
Illinois
$58.3M -$1.03M -20,882 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$45.3M +$6.83M +138,544 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$40.7M +$9.23M +187,354 +29%
SLF
16
Sun Life Financial
Ontario, Canada
$39.9M – – –
DCM
17
Donaldson Capital Management
Indiana
$37.8M -$4.33M -87,933 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31.7M -$1.05M -21,223 -3%
BCM
19
Brookstone Capital Management
Illinois
$30.5M -$2.01M -40,761 -6%
SAM
20
Securian Asset Management
Minnesota
$26.7M – – –
KPW
21
Kore Private Wealth
New York
$26.2M -$500K -10,148 -2%
CT
22
Columbia Trust
Oregon
$24.8M -$51.8K -1,051 -0.2%
Osaic Holdings
23
Osaic Holdings
Arizona
$23.4M -$18M -365,066 -43%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$21.8M +$13M +263,630 +148%
RCS
25
Retirement Capital Strategies
California
$21.7M +$21.7M +440,696 New
1
2 3 4 5