IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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 %
HIF
301
Hill Island Financial
Michigan
$942K +$165K +3,574 +21%
HPC
302
Hobart Private Capital
North Carolina
$940K -$8.56M -185,554 -90%
RFA
303
Resurgent Financial Advisors
Georgia
$940K +$385K +8,337 +69%
IAG
304
Investment Advisory Group
Massachusetts
$935K +$11.5K +250 +1%
LWA
305
Lineweaver Wealth Advisors
Ohio
$925K -$15M -324,087 -94%
PCA
306
Prosperity Capital Advisors
Ohio
$907K +$907K +19,651 New
CF
307
Centaurus Financial
California
$893K +$893K +19,353 New
Natixis Advisors
308
Natixis Advisors
Massachusetts
$888K -$413K -8,949 -32%
CAAM
309
Cornerstone Advisors Asset Management
Pennsylvania
$885K +$53.9K +1,168 +6%
KIG
310
Kowal Investment Group
Wisconsin
$882K +$5.49K +119 +0.6%
PCA
311
Pallas Capital Advisors
Massachusetts
$861K +$12.5K +272 +1%
VPP
312
Vertex Planning Partners
Illinois
$855K +$88.1K +1,908 +11%
IWM
313
IHT Wealth Management
Illinois
$847K -$268K -5,807 -24%
EH
314
Equitable Holdings
New York
$843K +$121K +2,627 +17%
SA
315
Sunesis Advisors
Kansas
$834K +$169K +3,672 +25%
RCIM
316
Red Cedar Investment Management
Michigan
$830K – – –
WAS
317
Wealth Advisory Solutions
Indiana
$823K +$281K +6,132 +52%
GIA
318
Gladstone Institutional Advisory
Florida
$814K -$11.1K -240 -1%
ST
319
Spinnaker Trust
Maine
$812K – – –
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$807K -$47.2K -1,022 -6%
RCM
321
Raleigh Capital Management
North Carolina
$799K +$77.7K +1,684 +11%
RF
322
RHS Financial
California
$774K +$424K +9,187 +121%
3LCM
323
3D/L Capital Management
Connecticut
$767K -$35.1K -760 -4%
HG
324
Harbor Group
New Hampshire
$743K -$30.9K -669 -4%
EL
325
EQ LLC
Washington
$735K +$98.6K +2,137 +15%
11 12
13
14 15