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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 %
SPI
251
Sutton Place Investors
New York
$1.59M -$48.5K -1,066 -3%
IF
252
IRON Financial
Illinois
$1.58M +$368K +8,083 +30%
PTC
253
Private Trust Company
Ohio
$1.55M +$194K +4,259 +14%
HC
254
Hoese & Co
Minnesota
$1.54M – – –
BFG
255
Buttonwood Financial Group
Missouri
$1.53M -$3.26M -71,796 -68%
CM
256
Columbus Macro
Pennsylvania
$1.53M +$12K +264 +0.8%
WP
257
WealthPLAN Partners
Nebraska
$1.52M -$343K -7,550 -18%
Citadel Advisors
258
Citadel Advisors
Florida
$1.5M +$1.5M +33,072 New
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M -$233K -5,124 -14%
VWA
260
Visionary Wealth Advisors
Illinois
$1.48M -$3.33M -73,178 -69%
SAG
261
SageView Advisory Group
California
$1.45M +$336K +7,395 +30%
FCG
262
Financial Connections Group
California
$1.45M +$25.8K +567 +2%
LIM
263
Leavell Investment Management
Alabama
$1.42M – – –
AG
264
Ascent Group
Virginia
$1.42M -$113K -2,509 -7%
DAS
265
Dynamic Advisor Solutions
Arizona
$1.39M +$13.5K +296 +1%
ONST
266
Old North State Trust
North Carolina
$1.38M -$1.27K -28 -0.1%
TWP
267
Tempus Wealth Planning
California
$1.38M +$79.2K +1,741 +6%
Citigroup
268
Citigroup
New York
$1.35M +$38.1K +839 +3%
TA
269
TrueWealth Advisors
Alabama
$1.34M +$19.4K +427 +1%
D
270
Dentgroup
Louisiana
$1.32M +$235K +5,179 +22%
KFAA
271
Klaas Financial Asset Advisors
Illinois
$1.31M +$7.46K +164 +0.6%
CWA
272
Clearview Wealth Advisors
Oregon
$1.31M -$75.5K -1,660 -5%
MSWMA
273
Market Street Wealth Management Advisors
Indiana
$1.31M -$39.8K -876 -3%
FCA
274
FinTrust Capital Advisors
South Carolina
$1.31M – – –
PCM
275
Parsons Capital Management
Rhode Island
$1.31M +$5.41K +119 +0.4%
9 10
11
12 13