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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.11%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
226
First Heartland Consultants
Missouri
$2.24M +$490K +10,616 +28%
CAM
227
Concorde Asset Management
Michigan
$2.23M +$365K +7,917 +20%
WA
228
WBH Advisory
Maryland
$2.23M +$2.23M +48,315 New
SI
229
Stephens Inc
Arkansas
$2.14M +$94.9K +2,056 +5%
APC
230
Aspire Private Capital
North Carolina
$2.11M +$34.8K +753 +2%
CFD
231
Creative Financial Designs
Indiana
$2.1M +$170K +3,687 +9%
TF
232
TimeScale Financial
Massachusetts
$2.06M +$2.06M +44,626 New
LNC
233
Lincoln National Corp
Pennsylvania
$2.03M +$1.52M +32,915 +295%
DA
234
Detalus Advisors
Missouri
$1.98M +$178K +3,862 +10%
SFS
235
Sowell Financial Services
Arkansas
$1.93M +$108K +2,342 +6%
SS
236
Simplicity Solutions
Minnesota
$1.93M +$1.93M +41,786 New
WAL
237
W Advisors LLC
Tennessee
$1.92M +$738K +15,994 +62%
WP
238
WealthPLAN Partners
Nebraska
$1.89M +$82.8K +1,795 +5%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$1.84M +$1.14M +24,669 +161%
WEG
240
World Equity Group
Illinois
$1.84M -$3.26M -67,576 -64%
TFA
241
Teamwork Financial Advisors
Texas
$1.82M +$1.36M +29,534 +295%
OLVIG
242
Oliver Lagore Vanvalin Investment Group
Michigan
$1.8M +$409K +8,873 +30%
GFS
243
GYL Financial Synergies
Connecticut
$1.79M -$15M -326,067 -89%
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$1.75M +$256K +5,550 +17%
BAM
245
Belpointe Asset Management
Nevada
$1.74M -$521K -11,294 -23%
ACM
246
Absolute Capital Management
Pennsylvania
$1.73M +$630K +13,642 +57%
WHCI
247
W.H. Cornerstone Investments
Massachusetts
$1.7M +$352K +7,638 +26%
SPI
248
Sutton Place Investors
New York
$1.66M +$270K +5,842 +19%
JSL
249
JT Stratford LLC
Georgia
$1.65M +$374K +8,109 +29%
SWP
250
Summit Wealth Partners
Florida
$1.65M -$1.55M -33,559 -48%
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