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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
8.12%
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 %
CCWA
251
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.63M +$1.63M +35,307 New
RB
252
Renasant Bank
Mississippi
$1.62M +$588K +12,750 +57%
GWM
253
Geneos Wealth Management
Colorado
$1.58M +$1.5M +32,459 +1,726%
AG
254
Ascent Group
Virginia
$1.58M +$381K +8,257 +32%
CM
255
Columbus Macro
Pennsylvania
$1.54M +$58.5K +1,267 +4%
HC
256
Hoese & Co
Minnesota
$1.53M +$1.53M +33,860 New
CWP
257
Cyndeo Wealth Partners
Florida
$1.52M +$738 +16 +0%
DPI
258
Diversified Portfolios Inc
Michigan
$1.47M +$1.47M +31,820 New
USCWA
259
U.S. Capital Wealth Advisors
Texas
$1.46M -$924K -20,024 -39%
FCG
260
Financial Connections Group
California
$1.44M +$415 +9 +0%
LIM
261
Leavell Investment Management
Alabama
$1.44M +$218K +4,714 +18%
CWA
262
Clearview Wealth Advisors
Oregon
$1.41M -$2.73M -59,114 -66%
ONST
263
Old North State Trust
North Carolina
$1.4M -$1.29K -28 -0.1%
DAS
264
Dynamic Advisor Solutions
Arizona
$1.39M +$813K +17,625 +140%
PTC
265
Private Trust Company
Ohio
$1.37M +$222K +4,807 +19%
MSWMA
266
Market Street Wealth Management Advisors
Indiana
$1.37M -$168K -3,645 -11%
TA
267
TrueWealth Advisors
Alabama
$1.34M +$243K +5,272 +22%
Citigroup
268
Citigroup
New York
$1.34M +$249K +5,390 +23%
KFAA
269
Klaas Financial Asset Advisors
Illinois
$1.33M -$35.9K -777 -3%
TWP
270
Tempus Wealth Planning
California
$1.32M +$8.91K +193 +0.7%
PCM
271
Parsons Capital Management
Rhode Island
$1.32M -$59K -1,278 -4%
FCA
272
FinTrust Capital Advisors
South Carolina
$1.31M – – –
MC
273
Moors & Cabot
Massachusetts
$1.29M -$169K -3,671 -12%
BHPW
274
Beverly Hills Private Wealth
California
$1.27M +$841K +18,215 +197%
VCP
275
Verus Capital Partners
Arizona
$1.24M +$24.2K +524 +2%
9 10
11
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