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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

380 hedge funds and large institutions have $13.6B invested in iShares Core Total USD Bond Market ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+32
Holders Change %
+9.2%
% of All Funds
6.63%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
61
Increased
215
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.8B
2
BlackRock
BlackRock
New York
$2.72B
3
Wells Fargo
Wells Fargo
California
$1.07B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$494M
5
LPL Financial
LPL Financial
California
$515M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$274M
2
Bank of America
Bank of America
North Carolina
$90.4M
3
CAN
Cetera Advisor Networks
California
$4.76M
4
VC
Vicus Capital
Pennsylvania
$0
5
UR
USCA RIA
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
276
Focus Financial Network
Minnesota
$505K +$105K +1,967 +26%
GRP
277
Global Retirement Partners
California
$505K +$168K +3,143 +50%
SCA
278
Sage Capital Advisors
South Dakota
$492K -$168K -3,117 -25%
3LCM
279
3D/L Capital Management
Connecticut
$487K +$113K +2,106 +30%
KM
280
Kalos Management
Georgia
$480K +$68.8K +1,285 +17%
9WM
281
9258 Wealth Management
Ohio
$465K -$27.1K -507 -6%
LWM
282
Laidlaw Wealth Management
New York
$461K -$7.71K -144 -2%
PWP
283
Personal Wealth Partners
Minnesota
$438K – – –
WFC
284
Western Financial Corp
California
$436K +$436K +8,148 New
PP
285
Prosperity Planning
Missouri
$421K +$421K +7,874 New
Citigroup
286
Citigroup
New York
$413K +$55.3K +1,034 +15%
MWA
287
Motive Wealth Advisors
Michigan
$410K +$410K +7,671 New
APA
288
American Portfolios Advisors
New York
$410K +$151K +2,821 +58%
PA
289
PFG Advisors
Arizona
$408K +$202K +3,787 +98%
TFO
290
Tarbox Family Office
California
$402K +$6.36K +119 +2%
BAAM
291
Baker Avenue Asset Management
California
$401K +$401K +7,510 New
BWA
292
Burt Wealth Advisors
Maryland
$396K – – –
LA
293
LexAurum Advisors
Kansas
$380K +$380K +7,107 New
WWM
294
WJ Wealth Management
Arizona
$377K -$248K -4,643 -40%
BTWM
295
Baker Tilly Wealth Management
Wisconsin
$372K +$372K +6,950 New
WIM
296
Westside Investment Management
California
$371K +$28K +6,840 +8%
HR
297
Hayden Royal
North Carolina
$364K -$220K -4,114 -38%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$363K +$137K +2,565 +61%
US Bancorp
299
US Bancorp
Minnesota
$356K +$249K +4,661 +233%
Wealth Enhancement Advisory Services
300
Wealth Enhancement Advisory Services
Minnesota
$351K +$13.2K +246 +4%
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