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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 %
IF
276
IRON Financial
Illinois
$1.23M +$35.1K +760 +3%
WFC
277
Western Financial Corp
California
$1.23M +$385K +8,349 +45%
AA
278
Argent Advisors
Louisiana
$1.22M +$1.22M +26,458 New
DP
279
Denver PWM
Colorado
$1.2M +$1.2M +26,259 New
SPAS
280
Spectrum Planning & Advisory Services
California
$1.19M -$1.54M -33,454 -57%
MBT
281
Montecito Bank & Trust
California
$1.16M -$334K -7,243 -22%
SHFA
282
SC&H Financial Advisors
Maryland
$1.16M +$5.68K +123 +0.5%
GC
283
Gilbert & Cook
Iowa
$1.15M -$367K -7,948 -24%
SAG
284
SageView Advisory Group
California
$1.13M +$691K +14,973 +157%
UCFA
285
United Capital Financial Advisors
Texas
$1.13M -$475K -10,301 -30%
AC
286
Avestar Capital
New York
$1.12M – – –
RCAG
287
Rehmann Capital Advisory Group
Michigan
$1.11M +$108K +2,350 +11%
JWCA
288
J.W. Cole Advisors
Florida
$1.11M -$176K -3,806 -14%
D
289
Dentgroup
Louisiana
$1.1M +$387K +8,380 +54%
LA
290
LexAurum Advisors
Kansas
$1.1M +$202K +4,369 +23%
QCIG
291
Quad-Cities Investment Group
Iowa
$1.06M +$132K +2,855 +14%
PIA
292
Perennial Investment Advisors
California
$1.05M +$344K +7,458 +49%
ANTB
293
AMG National Trust Bank
Colorado
$1.04M +$10.1K +218 +1%
HSA
294
HBK Sorce Advisory
Pennsylvania
$1.03M +$215K +4,664 +26%
MCA
295
MSH Capital Advisors
Arizona
$1.02M +$373K +8,073 +58%
Qube Research & Technologies (QRT)
296
Qube Research & Technologies (QRT)
United Kingdom
$1M +$1M +21,769 New
TFO
297
Tarbox Family Office
California
$1,000K +$6.46K +140 +0.7%
BFPW
298
BOK Financial Private Wealth
Colorado
$987K -$209K -4,537 -18%
FFA
299
Fragasso Financial Advisors
Pennsylvania
$965K -$15.2M -329,862 -94%
EWA
300
EverSource Wealth Advisors
Alabama
$964K +$25.2K +547 +3%
10 11
12
13 14