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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.17B +$469M +9,259,859 +28%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$802M +$55.7M +1,099,507 +8%
Ameriprise
3
Ameriprise
Minnesota
$410M -$105M -2,081,112 -20%
Truist Financial
4
Truist Financial
North Carolina
$392M +$15.3M +301,571 +4%
AssetMark Inc
5
AssetMark Inc
California
$365M -$32.2M -635,952 -8%
UBS Group
6
UBS Group
Switzerland
$327M -$11.2M -221,018 -3%
BlackRock
7
BlackRock
New York
$291M -$7M -138,171 -2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$284M -$2.36M -46,556 -0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$283M +$22.6M +445,222 +9%
AF
10
Allworth Financial
California
$271M +$4.34M +85,715 +2%
JSTA
11
Japan Science & Technology Agency
Japan
$234M -$135M -2,656,311 -37%
Franklin Resources
12
Franklin Resources
California
$233M +$3.84M +75,825 +2%
Stifel Financial
13
Stifel Financial
Missouri
$226M +$8.69M +171,561 +4%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$176M +$458K +9,035 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$146M +$15.4M +303,575 +12%
VA
16
Valmark Advisers
Ohio
$137M +$6.8M +134,255 +5%
Asset Management One
17
Asset Management One
Japan
$116M +$4.56M +90,050 +4%
SEI Investments
18
SEI Investments
Pennsylvania
$112M -$255K -5,028 -0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$75.4M -$3.01M -59,346 -4%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$72.6M +$722K +14,260 +1%
MG
21
Mather Group
Illinois
$71.9M +$4.05M +79,907 +6%
JP Morgan Chase
22
JP Morgan Chase
New York
$68.6M +$4.11M +81,049 +6%
LPL Financial
23
LPL Financial
California
$67.9M +$8.58M +169,316 +15%
AWE
24
Avidian Wealth Enterprises
Texas
$65.1M +$11.9M +235,052 +23%
MFG
25
Merit Financial Group
Georgia
$58.8M -$8.14M -160,655 -12%