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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
BlackRock
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
LPL Financial
California
$749M

Top Sellers

1
ST
Spinnaker Trust
Maine
$2.95M
2
UBS Group
UBS Group
Switzerland
$147M
3
EH
Equitable Holdings
New York
$0
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMP
251
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.09M +$343K +6,914 +46%
SPI
252
Sutton Place Investors
New York
$1.08M +$85.9K +1,802 +9%
TA
253
TrueWealth Advisors
Alabama
$1.06M – – –
UCFA
254
United Capital Financial Advisors
Texas
$1.05M +$136K +2,747 +15%
CPWMP
255
Cardinal Point Wealth Management Partners
California
$1.01M +$117K +2,350 +13%
PJSIMP
256
P.J. Schmidt Investment Management (PJS)
Wisconsin
$986K -$243K -5,106 -20%
TWM
257
Trinity Wealth Management
Pennsylvania
$982K -$37K -745 -4%
TFA
258
Teamwork Financial Advisors
Texas
$973K +$114K +2,299 +13%
HWM
259
Hohimer Wealth Management
Washington
$967K +$480K +9,672 +99%
Citigroup
260
Citigroup
New York
$963K +$504K +10,158 +110%
MHB
261
Midwest Heritage Bank
Iowa
$957K +$579K +11,659 +153%
CA
262
CoreCap Advisors
Michigan
$954K +$452K +9,099 +90%
CL
263
CPWM LLC
Washington
$940K – – –
CSB
264
City State Bank
Iowa
$940K +$9.68K +195 +1%
GSWM
265
Golden State Wealth Management
California
$935K -$87.1K -1,756 -9%
SWP
266
Summit Wealth Partners
Florida
$924K +$93.5K +1,883 +11%
WS
267
Wedbush Securities
California
$914K -$240K -4,833 -21%
LF
268
LifeSteps Financial
California
$914K +$914K +18,415 New
SLF
269
Sun Life Financial
Ontario, Canada
$898K -$447K -9,000 -33%
ANTB
270
AMG National Trust Bank
Colorado
$878K +$17.6K +355 +2%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$869K -$23.9K -481 -3%
SHFA
272
SC&H Financial Advisors
Maryland
$856K +$856K +17,240 New
WAL
273
W Advisors LLC
Tennessee
$829K +$151K +3,047 +22%
KWM
274
Keebeck Wealth Management
Illinois
$817K +$817K +16,455 New
CCG
275
Capital CS Group
California
$811K +$88.3K +1,778 +12%
9 10
11
12 13