IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
BlackRock
New York
$2.49B
3
Bank of America
Bank of America
North Carolina
$121M
4
LPL Financial
LPL Financial
California
$1.04B
5
CW
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
226
Redwood Investment Management
Arizona
$2.29M +$2.29M +52,276 New
KPWG
227
KFA Private Wealth Group
Virginia
$2.28M -$1.53K -35 -0.1%
FA
228
FC Advisory
Pennsylvania
$2.24M +$154K +3,527 +7%
WAL
229
W Advisors LLC
Tennessee
$2.15M +$345K +7,890 +19%
IFAM
230
Institutional & Family Asset Management
Colorado
$2.15M +$33.3K +762 +2%
GWM
231
Geneos Wealth Management
Colorado
$2.12M +$132K +3,030 +7%
WA
232
WBH Advisory
Maryland
$2.06M -$207K -4,729 -9%
PFA
233
Pettinga Financial Advisors
Indiana
$2.05M -$6M -137,172 -75%
CPG
234
Cornerstone Planning Group
New Jersey
$2.03M -$389K -8,900 -16%
SI
235
Stephens Inc
Arkansas
$1.99M -$41.9K -958 -2%
CFD
236
Creative Financial Designs
Indiana
$1.96M -$54.9K -1,255 -3%
CAM
237
Concorde Asset Management
Michigan
$1.92M -$213K -4,899 -10%
GFS
238
GYL Financial Synergies
Connecticut
$1.91M -$1.1M -25,231 -37%
APC
239
Aspire Private Capital
North Carolina
$1.84M -$124K -2,834 -6%
LRIA
240
Leonard Rickey Investment Advisors
Washington
$1.83M +$1.34M +30,688 +273%
AIA
241
Alternative Investment Advisors
Florida
$1.79M +$1.79M +41,009 New
FHC
242
First Heartland Consultants
Missouri
$1.79M -$515K -11,788 -22%
ACM
243
Absolute Capital Management
Pennsylvania
$1.76M -$130K -2,966 -7%
WHCI
244
W.H. Cornerstone Investments
Massachusetts
$1.73M -$45K -1,029 -3%
CWP
245
Cyndeo Wealth Partners
Florida
$1.71M +$179K +4,084 +12%
OLVIG
246
Oliver Lagore Vanvalin Investment Group
Michigan
$1.69M -$96.7K -2,211 -5%
Natixis Advisors
247
Natixis Advisors
Massachusetts
$1.69M +$830K +18,976 +97%
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$209K +4,771 +15%
USCWA
249
U.S. Capital Wealth Advisors
Texas
$1.63M +$684K +15,651 +72%
JSL
250
JT Stratford LLC
Georgia
$1.62M +$53.5K +1,223 +3%
8 9
10
11 12