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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

348 hedge funds and large institutions have $11.3B invested in iShares Core Total USD Bond Market ETF in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+105
Holders Change %
+43.21%
% of All Funds
6.13%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
0.72%
New
125
Increased
141
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$962M
3
Wells Fargo
Wells Fargo
California
$813M
4
BlackRock
BlackRock
New York
$2.38B
5
LPL Financial
LPL Financial
California
$429M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.1M
2
WC
Whitney & Co
New York
$592K
3
SL
Systelligence LLC
Minnesota
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
CCFM
Clear Creek Financial Management
Washington
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Sage Capital Advisors
South Dakota
$647K +$647K +12,268 New
ECA
227
Elevated Capital Advisors
Utah
$645K -$16.5K -311 -2%
CI
228
CX Institutional
Indiana
$642K – – –
W
229
Wealthquest
Ohio
$623K – – –
WWM
230
WJ Wealth Management
Arizona
$617K +$188K +3,565 +44%
KWM
231
Kingsview Wealth Management
Oregon
$607K -$682K -12,903 -53%
WC
232
Whitney & Co
New York
$592K -$14.7M -279,297 -96%
LF
233
Lantz Financial
Illinois
$577K +$577K +10,934 New
HR
234
Hayden Royal
North Carolina
$576K +$23.9K +453 +4%
TA
235
TrueWealth Advisors
Alabama
$556K +$556K +10,472 New
COCM
236
Charter Oak Capital Management
New Hampshire
$535K -$42K -796 -7%
IA
237
IFG Advisory
Georgia
$535K +$256K +4,847 +91%
PIA
238
Perennial Investment Advisors
California
$534K +$534K +10,132 New
HI
239
Harbour Investments
Wisconsin
$503K +$503K +9,539 New
CAS
240
Cascadia Advisory Services
Oregon
$502K +$502K +9,524 New
VWA
241
V Wealth Advisors
Kansas
$501K +$501K +9,495 New
DAS
242
Dynamic Advisor Solutions
Arizona
$500K -$42.8K -812 -8%
OFG
243
OmniStar Financial Group
North Carolina
$499K +$499K +9,464 New
HR
244
Howe & Rusling
New York
$495K +$495K +9,383 New
9WM
245
9258 Wealth Management
Ohio
$486K +$486K +9,206 New
LWM
246
Laidlaw Wealth Management
New York
$462K +$178K +3,371 +63%
SAM
247
Strategy Asset Managers
California
$461K +$62.2K +1,179 +16%
OPS
248
Orion Portfolio Solutions
Nebraska
$440K +$440K +8,347 New
TGAM
249
TBH Global Asset Management
Tennessee
$432K -$1.38M -26,261 -76%
PWP
250
Personal Wealth Partners
Minnesota
$432K – – –
8 9
10
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