IUSB icon

iShares Core Total USD Bond Market ETF

403 hedge funds and large institutions have $13.9B invested in iShares Core Total USD Bond Market ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
7.08%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.86%
New
44
Increased
238
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
226
Sowell Financial Services
Arkansas
$1.04M -$262K -4,930 -20%
CL
227
CPWM LLC
Washington
$1.01M
Creative Planning
228
Creative Planning
Kansas
$996K +$680K +12,779 +215%
T
229
TRUADVICE
Florida
$988K -$1.46M -27,478 -60%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$982K +$47.6K +894 +5%
MWP
231
Madison Wealth Partners
Wisconsin
$977K -$127K -2,393 -12%
BFPW
232
BOK Financial Private Wealth
Colorado
$975K -$54.2K -1,019 -5%
BSSFA
233
Baron Silver Stevens Financial Advisors
Florida
$958K -$134K -2,515 -12%
Principal Financial Group
234
Principal Financial Group
Iowa
$957K -$188K -3,529 -16%
CFD
235
Creative Financial Designs
Indiana
$948K +$141K +2,658 +18%
TA
236
TrueWealth Advisors
Alabama
$933K +$120K +2,260 +15%
ANTB
237
AMG National Trust Bank
Colorado
$898K +$154K +2,886 +21%
PA
238
PFG Advisors
Arizona
$878K +$471K +8,851 +116%
UCFA
239
United Capital Financial Advisors
Texas
$878K +$635K +11,924 +261%
CFN
240
Cordasco Financial Network
Florida
$864K -$9.85K -185 -1%
DAS
241
Dynamic Advisor Solutions
Arizona
$860K -$210K -3,949 -20%
KFGK
242
Keystone Financial Group (Kentucky)
Kentucky
$857K +$71.6K +1,344 +9%
SWP
243
Summit Wealth Partners
Florida
$855K +$96.1K +1,806 +13%
CPWM
244
Cardinal Point Wealth Management
California
$849K -$93.2K -1,750 -10%
RCIM
245
Red Cedar Investment Management
Michigan
$838K +$99.6K +1,870 +13%
RPWA
246
Regent Peak Wealth Advisors
Georgia
$831K
OBWG
247
Onyx Bridge Wealth Group
New York
$822K -$20.2M -380,884 -96%
LRIA
248
Leonard Rickey Investment Advisors
Washington
$788K -$366K -6,866 -32%
RC
249
RegentAtlantic Capital
New Jersey
$769K -$3.41K -64 -0.4%
SA
250
Sunesis Advisors
Kansas
$767K