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iShares Core Total USD Bond Market ETF
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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 %
FCG
251
Financial Connections Group
California
$1.6M +$211K +4,825 +15%
SAS
252
Stelac Advisory Services
New York
$1.56M – – –
CM
253
Columbus Macro
Pennsylvania
$1.55M +$85.5K +1,955 +6%
QFA
254
Quattro Financial Advisors
Texas
$1.55M +$1.55M +35,434 New
SAG
255
SageView Advisory Group
California
$1.54M +$143K +3,272 +10%
IF
256
IRON Financial
Illinois
$1.54M +$15.3K +350 +1%
KFS
257
Kelly Financial Services
Massachusetts
$1.53M -$740K -16,919 -33%
Citigroup
258
Citigroup
New York
$1.52M +$220K +5,025 +17%
PCA
259
Prosperity Capital Advisors
Ohio
$1.51M +$431K +9,867 +40%
SWP
260
Summit Wealth Partners
Florida
$1.49M +$320K +7,327 +27%
WP
261
WealthPLAN Partners
Nebraska
$1.48M +$17.8K +408 +1%
LW
262
Linscomb Wealth
Texas
$1.47M -$401K -9,164 -21%
TWP
263
Tempus Wealth Planning
California
$1.41M +$79.5K +1,819 +6%
FGAM
264
Financial Gravity Asset Management
Texas
$1.4M +$1.27M +1,904,397 +990%
AG
265
Ascent Group
Virginia
$1.4M +$19.3K +444 +1%
PTC
266
Private Trust Company
Ohio
$1.39M -$100K -2,294 -7%
LIM
267
Leavell Investment Management
Alabama
$1.37M +$6.47K +148 +0.5%
SPI
268
Sutton Place Investors
New York
$1.37M -$160K -3,651 -10%
T
269
TRUADVICE
Florida
$1.34M -$688K -15,759 -34%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$1.33M +$98K +2,242 +8%
BFG
271
Buttonwood Financial Group
Missouri
$1.29M -$151K -3,532 -10%
ONST
272
Old North State Trust
North Carolina
$1.29M -$36.3K -831 -3%
OP
273
ORG Partners
Indiana
$1.28M -$25.2M -575,984 -95%
BAM
274
BOS Asset Management
Illinois
$1.28M +$1.28M +29,204 New
RB
275
Renasant Bank
Mississippi
$1.24M +$46.3K +1,060 +4%
9 10
11
12 13