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SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$242M +$13.1M +147,292 +6%
LPL Financial
2
LPL Financial
California
$114M +$22.5M +253,994 +25%
BlackRock
3
BlackRock
New York
$89M +$39.8M +449,371 +81%
JP Morgan Chase
4
JP Morgan Chase
New York
$62.1M +$5.97M +67,332 +11%
Bank of America
5
Bank of America
North Carolina
$43.9M +$2.96M +33,336 +7%
Ameriprise
6
Ameriprise
Minnesota
$38.6M +$18.1M +204,544 +88%
Morgan Stanley
7
Morgan Stanley
New York
$30.5M +$4.51M +50,865 +17%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$29.5M +$3.19M +36,035 +12%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$25.9M +$1.4M +15,790 +6%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$22.5M +$1.32M +14,864 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.2M +$2.19M +24,674 +14%
MML Investors Services
12
MML Investors Services
Massachusetts
$17.8M +$4.68M +52,818 +36%
MC
13
McMorgan & Co
California
$16.7M +$3.85M +43,476 +30%
OIA
14
OneDigital Investment Advisors
Kansas
$16M +$1.56M +17,597 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.9M +$1.35M +15,229 +11%
PAS
16
Park Avenue Securities
New York
$12.5M +$717K +8,092 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$12M -$5.31M -59,889 -31%
NA
18
NewEdge Advisors
Louisiana
$11.7M +$1.6M +18,026 +16%
ABWM
19
Alpine Bank Wealth Management
Colorado
$11.2M -$75.2M -847,870 -87%
UCFA
20
United Capital Financial Advisors
Texas
$10.1M +$193K +2,182 +2%
AAP
21
Arax Advisory Partners
Colorado
$9.01M +$4.05M +45,662 +82%
MFG
22
Merit Financial Group
Georgia
$8.99M +$1.92M +21,646 +27%
AAS
23
Ameritas Advisory Services
Nebraska
$8.43M +$7.64M +86,132 +963%
MAM
24
Milestone Asset Management
Pennsylvania
$8.31M +$8.3M +93,640 New
FIA
25
Foundations Investment Advisors
Arizona
$8.2M +$672K +7,575 +9%