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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.3M
3
GCM
G2 Capital Management
Ohio
+$24.1M
4
Bank of America
Bank of America
North Carolina
+$21.3M
5
LPL Financial
LPL Financial
California
+$20.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$100M
2
Morgan Stanley
Morgan Stanley
New York
-$48.6M
3
TWM
Thrive Wealth Management
Pennsylvania
-$23.3M
4
RCS
Retirement Capital Strategies
California
-$9.99M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
301
Charles Schwab
California
$624K +$25.9K +582 +4%
ATPW
302
Ashton Thomas Private Wealth
Arizona
$612K +$105K +2,368 +21%
TFO
303
Tarbox Family Office
California
$611K -$187K -3,999 -23%
RFA
304
Resurgent Financial Advisors
Georgia
$606K -$10.3K -232 -2%
LF
305
LifeSteps Financial
California
$603K -$62.8K -1,412 -9%
TFA
306
Teamwork Financial Advisors
Texas
$597K -$334K -7,502 -36%
PCMC
307
Private Capital Management (Colorado)
Colorado
$580K -$3.25K -73 -0.6%
SA
308
Shilanski & Associates
Alaska
$580K +$580K +13,041 New
LA
309
LexAurum Advisors
Kansas
$569K +$2.76K +62 +0.5%
HF
310
HRT Financial
New York
$564K +$564K +12,683 New
ACP
311
Aveo Capital Partners
Colorado
$559K -$1.83K -41 -0.3%
FAIM
312
Financial Advocates Investment Management
Washington
$555K -$2.72M -62,548 -83%
CA
313
CoreCap Advisors
Michigan
$555K -$28.8K -648 -5%
Creative Planning
314
Creative Planning
Kansas
$551K +$47.5K +1,068 +9%
PIA
315
Perennial Investment Advisors
California
$549K -$11.5K -258 -2%
CA
316
Continuum Advisory
Idaho
$548K -$3.74K -84 -0.7%
FWP
317
FAS Wealth Partners
Kansas
$541K -$92.2K -2,071 -15%
TCMP
318
Thrive Capital Management (Pennsylvania)
Pennsylvania
$537K -$272K -6,100 -34%
WAS
319
Wealth Advisory Solutions
Indiana
$525K +$525K +11,795 New
HIF
320
Hill Island Financial
Michigan
$522K +$10.5K +236 +2%
BFPW
321
BOK Financial Private Wealth
Colorado
$521K +$169K +3,805 +48%
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$512K -$50.4K -1,160 -9%
KA
323
Kovack Advisors
Florida
$511K -$15.8K -355 -3%
FT
324
Fiduciary Trust
Massachusetts
$510K – – –
WPWM
325
Windward Private Wealth Management
Kansas
$503K -$712K -15,983 -59%
11 12
13
14 15