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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$149M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M
3
Ameriprise
Ameriprise
Minnesota
+$73.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$55.6M
5
Wells Fargo
Wells Fargo
California
+$43.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$22.6M
2
MOS
MGO One Seven
Ohio
-$18M
3
PAMG
Patton Albertson Miller Group
Tennessee
-$10.2M
4
BWP
Bernardo Wealth Planning
Pennsylvania
-$8.17M
5
NL
NWAM LLC
Washington
-$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
226
Kelly Financial Services
Massachusetts
$2.36M +$773 +17 +0%
OWM
227
Orgel Wealth Management
Wisconsin
$2.29M -$1.17M -25,750 -34%
CAM
228
Concorde Asset Management
Michigan
$2.23M +$33K +725 +1%
IFAM
229
Institutional & Family Asset Management
Colorado
$2.2M -$126K -2,773 -5%
CIA
230
Compass Ion Advisors
Pennsylvania
$2.2M +$2.2M +48,365 New
FA
231
FC Advisory
Pennsylvania
$2.17M -$62.8K -1,381 -3%
BHPW
232
Beverly Hills Private Wealth
California
$2.17M +$933K +20,784 +76%
ATPW
233
Ashton Thomas Private Wealth
Arizona
$2.12M +$304K +6,691 +17%
SI
234
Stephens Inc
Arkansas
$2.11M +$3.64K +80 +0.2%
CFD
235
Creative Financial Designs
Indiana
$2.1M +$26.1K +573 +1%
T
236
TRUADVICE
Florida
$2.08M -$145K -3,232 -7%
GWM
237
Geneos Wealth Management
Colorado
$2.07M +$504K +11,080 +32%
LIA
238
LifePlan Investment Advisors
North Carolina
$2.05M +$2.05M +45,168 New
APC
239
Aspire Private Capital
North Carolina
$2.05M -$31.1K -684 -1%
VC
240
Veracity Capital
Georgia
$1.97M -$313K -6,877 -14%
DA
241
Detalus Advisors
Missouri
$1.97M +$20.1K +443 +1%
ACM
242
Absolute Capital Management
Pennsylvania
$1.96M +$262K +5,753 +15%
JJBC
243
James J. Burns & Company
New York
$1.96M -$3.87M -85,104 -66%
LW
244
Linscomb Wealth
Texas
$1.95M -$271K -5,949 -12%
WAL
245
W Advisors LLC
Tennessee
$1.88M -$19.7K -434 -1%
OLVIG
246
Oliver Lagore Vanvalin Investment Group
Michigan
$1.86M +$88.3K +1,943 +5%
WHCI
247
W.H. Cornerstone Investments
Massachusetts
$1.84M +$173K +3,809 +10%
JSL
248
JT Stratford LLC
Georgia
$1.63M – – –
SAS
249
Stelac Advisory Services
New York
$1.63M +$1.63M +35,752 New
CWP
250
Cyndeo Wealth Partners
Florida
$1.6M +$94.4K +2,076 +6%
8 9
10
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