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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 %
MC
276
Moors & Cabot
Massachusetts
$1.29M +$12.6K +277 +1%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$1.28M -$1.7M -37,314 -57%
SPAS
278
Spectrum Planning & Advisory Services
California
$1.27M +$104K +2,295 +9%
AA
279
Advisory Alpha
Michigan
$1.25M +$1.25M +27,544 New
RB
280
Renasant Bank
Mississippi
$1.24M -$355K -7,806 -22%
AA
281
Argent Advisors
Louisiana
$1.24M +$38.3K +843 +3%
SWP
282
Summit Wealth Partners
Florida
$1.22M -$406K -8,925 -25%
WEG
283
World Equity Group
Illinois
$1.19M -$544K -11,957 -31%
PIA
284
Perennial Investment Advisors
California
$1.18M +$145K +3,196 +14%
WFC
285
Western Financial Corp
California
$1.17M -$46K -1,012 -4%
SHFA
286
SC&H Financial Advisors
Maryland
$1.15M +$8.82K +194 +0.8%
GC
287
Gilbert & Cook
Iowa
$1.14M – – –
VCP
288
Verus Capital Partners
Arizona
$1.14M -$83.3K -1,831 -7%
PCA
289
Prosperity Capital Advisors
Ohio
$1.12M +$226K +4,967 +25%
AC
290
Avestar Capital
New York
$1.1M – – –
DP
291
Denver PWM
Colorado
$1.1M -$82.7K -1,836 -7%
LA
292
LexAurum Advisors
Kansas
$1.1M +$19.6K +431 +2%
CWM
293
Certus Wealth Management
California
$1.09M +$1.09M +23,868 New
MBT
294
Montecito Bank & Trust
California
$1.08M -$66.3K -1,457 -6%
CCWA
295
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M -$552K -12,145 -34%
HSA
296
HBK Sorce Advisory
Pennsylvania
$1.05M +$29.4K +646 +3%
MCA
297
MSH Capital Advisors
Arizona
$1.01M +$13.4K +294 +1%
RFA
298
Resurgent Financial Advisors
Georgia
$1.01M +$85.4K +1,879 +9%
TFO
299
Tarbox Family Office
California
$1.01M +$20.3K +446 +2%
RCAG
300
Rehmann Capital Advisory Group
Michigan
$997K -$99.9K -2,198 -9%
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