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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 %
LPAM
301
Lodestar Private Asset Management
California
$804K +$804K +17,897 New
GIA
302
Gladstone Institutional Advisory
Florida
$803K -$107K -2,391 -12%
HSA
303
HBK Sorce Advisory
Pennsylvania
$798K +$411K +9,145 +106%
ST
304
Spinnaker Trust
Maine
$790K -$446K -9,925 -36%
SCFS
305
S.C. Financial Services
Arizona
$785K +$116K +2,580 +17%
FC
306
Financial Consulate
Maryland
$783K +$783K +17,436 New
3LCM
307
3D/L Capital Management
Connecticut
$781K +$140K +3,119 +22%
JCM
308
Janney Capital Management
Pennsylvania
$764K +$764K +16,995 New
HIF
309
Hill Island Financial
Michigan
$758K +$231K +5,150 +44%
HG
310
Harbor Group
New Hampshire
$754K -$565K -12,568 -43%
Corient Private Wealth
311
Corient Private Wealth
Florida
$749K +$749K +16,667 New
BWM
312
Baystate Wealth Management
Massachusetts
$748K -$660K -14,691 -47%
VPP
313
Vertex Planning Partners
Illinois
$747K +$747K +16,616 New
OFG
314
OmniStar Financial Group
North Carolina
$744K -$13.3K -296 -2%
BA
315
Bellwether Advisors
Nebraska
$727K -$347K -7,716 -32%
RCM
316
Raleigh Capital Management
North Carolina
$702K -$16.2K -361 -2%
EH
317
Equitable Holdings
New York
$702K +$702K +15,630 New
D
318
Dentgroup
Louisiana
$692K +$278K +6,197 +67%
CWM
319
Cahaba Wealth Management
Georgia
$689K -$16.6K -370 -2%
PIA
320
Perennial Investment Advisors
California
$688K +$134K +2,981 +24%
ATPW
321
Ashton Thomas Private Wealth
Arizona
$687K +$68.9K +1,533 +11%
CSB
322
City State Bank
Iowa
$683K -$169K -3,754 -20%
KFGK
323
Keystone Financial Group (Kentucky)
Kentucky
$678K -$36.1K -803 -5%
WS
324
Wedbush Securities
California
$675K -$45K -1,001 -6%
MFC
325
Morris Financial Concepts
South Carolina
$653K +$249K +5,531 +61%
11 12
13
14 15