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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.3M
3
GCM
G2 Capital Management
Ohio
+$24.1M
4
Bank of America
Bank of America
North Carolina
+$21.3M
5
LPL Financial
LPL Financial
California
+$20.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$100M
2
Morgan Stanley
Morgan Stanley
New York
-$48.6M
3
TWM
Thrive Wealth Management
Pennsylvania
-$23.3M
4
RCS
Retirement Capital Strategies
California
-$9.99M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
226
Kelly Financial Services
Massachusetts
$1.49M -$30.1K -676 -2%
1WM
227
1900 Wealth Management
Texas
$1.48M -$447K -10,040 -23%
FCA
228
FinTrust Capital Advisors
South Carolina
$1.46M -$28.1K -640 -2%
AWA
229
Arete Wealth Advisors
Illinois
$1.46M +$1.46M +32,770 New
TAIM
230
TD Ameritrade Investment Management
Nebraska
$1.45M -$1.19M -26,659 -45%
PCM
231
Parsons Capital Management
Rhode Island
$1.45M -$65.4K -1,469 -4%
KWM
232
Keebeck Wealth Management
Illinois
$1.42M +$225K +5,063 +19%
IWM
233
IHT Wealth Management
Illinois
$1.42M +$1.42M +31,823 New
KFAA
234
Klaas Financial Asset Advisors
Illinois
$1.4M +$22.6K +507 +2%
BWM
235
Baystate Wealth Management
Massachusetts
$1.4M +$122K +2,745 +10%
SFS
236
Sowell Financial Services
Arkansas
$1.39M +$1.39M +31,170 New
VC
237
Veracity Capital
Georgia
$1.38M -$162K -3,648 -11%
IFAM
238
Institutional & Family Asset Management
Colorado
$1.35M -$113K -2,532 -8%
FCG
239
Financial Connections Group
California
$1.34M +$99.7K +2,241 +8%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M -$335K -7,529 -20%
HG
241
Harbor Group
New Hampshire
$1.31M +$757K +17,015 +138%
APC
242
Aspire Private Capital
North Carolina
$1.29M +$4.94K +111 +0.4%
IAG
243
Investmark Advisory Group
Connecticut
$1.29M +$1.29M +28,895 New
Betterment LLC
244
Betterment LLC
New York
$1.28M – – –
TWP
245
Tempus Wealth Planning
California
$1.27M +$880K +19,775 +229%
NRI
246
NFP Retirement Inc
California
$1.25M +$721K +16,196 +136%
LIM
247
Leavell Investment Management
Alabama
$1.23M +$105K +2,360 +9%
ST
248
Spinnaker Trust
Maine
$1.23M -$890K -19,987 -42%
WHCI
249
W.H. Cornerstone Investments
Massachusetts
$1.19M +$1.19M +27,013 New
IA
250
Integrity Advisory
Kansas
$1.17M +$742K +16,665 +174%
8 9
10
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