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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1
EP Wealth Advisors
California
$348M -$759K -15,305 -73%
Bank of America
2
Bank of America
North Carolina
$295M -$154M -3,101,623 -34%
Morgan Stanley
3
Morgan Stanley
New York
$187M -$14.8M -298,172 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$119M +$15.1M +304,243 +15%
BI
5
Bramshill Investments
Florida
$103M -$430K -8,659 -0.4%
UBS Group
6
UBS Group
Switzerland
$90.9M -$11.9M -239,794 -12%
LPL Financial
7
LPL Financial
California
$75.4M -$8.39M -169,146 -10%
BlackRock
8
BlackRock
New York
$74.5M -$122M -2,460,487 -62%
Wells Fargo
9
Wells Fargo
California
$70.4M -$7.03M -141,626 -9%
TC
10
TAP Consulting
Missouri
$64.5M +$1.84M +37,134 +3%
Jane Street
11
Jane Street
New York
$64.2M +$43.7M +880,281 +214%
CCA
12
Clearwater Capital Advisors
Illinois
$63.4M +$1.64M +33,142 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$60.4M -$5.99M -120,652 -9%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$53.4M -$3.07M -61,828 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$46.2M -$267K -5,379 -0.6%
SLF
16
Sun Life Financial
Ontario, Canada
$40.3M – – –
DCM
17
Donaldson Capital Management
Indiana
$37.6M -$2.77M -55,828 -7%
RPSA
18
Richard P. Slaughter Associates
Texas
$32.3M +$32.2M +648,814 New
Renaissance Technologies
19
Renaissance Technologies
New York
$32.1M +$5.08M +102,332 +19%
Osaic Holdings
20
Osaic Holdings
Arizona
$28.1M -$87.3K -1,760 -0.3%
SAM
21
Securian Asset Management
Minnesota
$26.1M – – –
Corient Private Wealth
22
Corient Private Wealth
Florida
$25.4M +$14.4K +290 +0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$24.9M +$898K +18,100 +4%
Truist Financial
24
Truist Financial
North Carolina
$23.7M +$2.81M +56,720 +14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$20.7M -$463K -9,340 -2%
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