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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

524 hedge funds and large institutions have $21.2B invested in iShares Core Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 138 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+50
Holders Change %
+10.55%
% of All Funds
8.45%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.24%
New
101
Increased
249
Reduced
138
Closed
40
Calls
$683K
Puts
–
Net Calls
+$683K
Net Calls Change
+$1.32M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.51B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.51B
3
BlackRock
3
BlackRock
New York
$3.09B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$154M
5
LPL Financial
5
LPL Financial
California
$900M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$82.5M
3
IDA
3
Intelligence Driven Advisers
California
$555K
4
GCM
4
G2 Capital Management
Ohio
$0
5
WF
5
Williams Financial
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
276
Private Trust Company
Ohio
$1.12M -$4.72K -105 -0.4%
AC
277
Avestar Capital
New York
$1.09M +$1.09M +24,300 New
IWM
278
IHT Wealth Management
Illinois
$1.09M -$345K -7,668 -24%
ACM
279
Absolute Capital Management
Pennsylvania
$1.07M +$302K +6,731 +39%
TA
280
TrueWealth Advisors
Alabama
$1.07M +$99K +2,203 +10%
Citigroup
281
Citigroup
New York
$1.06M -$49.8K -1,108 -4%
SW
282
Simplicity Wealth
New Jersey
$1.02M +$810K +18,030 +378%
RB
283
Renasant Bank
Mississippi
$1.01M +$544K +12,116 +118%
ANTB
284
AMG National Trust Bank
Colorado
$1,000K +$23.8K +530 +2%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$978K +$49.2K +1,095 +5%
SAMC
286
Spectrum Asset Management (California)
California
$976K -$646K -14,370 -40%
TFO
287
Tarbox Family Office
California
$967K +$381K +8,476 +65%
CA
288
Continuum Advisory
Idaho
$944K +$391K +8,697 +71%
EWA
289
EverSource Wealth Advisors
Alabama
$914K +$124K +2,763 +16%
IAG
290
Investment Advisory Group
Massachusetts
$899K -$51.4K -1,145 -5%
QCIG
291
Quad-Cities Investment Group
Iowa
$899K +$88.6K +1,972 +11%
LA
292
LexAurum Advisors
Kansas
$871K +$296K +6,597 +52%
KIG
293
Kowal Investment Group
Wisconsin
$853K +$198K +4,402 +30%
PCA
294
Pallas Capital Advisors
Massachusetts
$853K +$853K +18,418 New
TWM
295
Trinity Wealth Management
Pennsylvania
$832K -$34.1K -758 -4%
BTWM
296
Baker Tilly Wealth Management
Wisconsin
$832K +$182K +4,056 +28%
GFPC
297
Global Financial Private Client
Florida
$828K -$1.2M -26,651 -59%
WFC
298
Western Financial Corp
California
$825K +$48.5K +1,079 +6%
CAAM
299
Cornerstone Advisors Asset Management
Pennsylvania
$809K +$440K +9,801 +119%
RCIM
300
Red Cedar Investment Management
Michigan
$808K – – –
10 11
12
13 14