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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 %
HG
301
Harbor Group
New Hampshire
$994K +$262K +5,752 +36%
GSEP
302
Golden State Equity Partners
California
$986K +$986K +21,680 New
USCWA
303
U.S. Capital Wealth Advisors
Texas
$983K -$457K -10,041 -32%
HIF
304
Hill Island Financial
Michigan
$979K +$49.6K +1,091 +5%
CC
305
Courier Capital
New York
$968K +$968K +21,288 New
QCIG
306
Quad-Cities Investment Group
Iowa
$956K -$83.1K -1,828 -8%
RCIM
307
Red Cedar Investment Management
Michigan
$942K +$125K +2,741 +15%
TFA
308
Teamwork Financial Advisors
Texas
$930K -$868K -19,085 -48%
IAG
309
Investment Advisory Group
Massachusetts
$928K +$6.82K +150 +0.7%
BFPW
310
BOK Financial Private Wealth
Colorado
$921K -$51.7K -1,137 -5%
ANTB
311
AMG National Trust Bank
Colorado
$919K -$103K -2,265 -10%
VPP
312
Vertex Planning Partners
Illinois
$899K +$56.7K +1,248 +7%
HPC
313
Hobart Private Capital
North Carolina
$896K -$30.4K -669 -3%
Natixis Advisors
314
Natixis Advisors
Massachusetts
$892K +$16.6K +364 +2%
IWM
315
IHT Wealth Management
Illinois
$882K +$47.7K +1,050 +6%
CAAM
316
Cornerstone Advisors Asset Management
Pennsylvania
$872K – – –
EWA
317
EverSource Wealth Advisors
Alabama
$844K -$105K -2,316 -11%
LFAS
318
Level Four Advisory Services
Texas
$842K +$842K +18,517 New
EH
319
Equitable Holdings
New York
$829K -$909 -20 -0.1%
EL
320
EQ LLC
Washington
$819K +$94.6K +2,081 +13%
WAS
321
Wealth Advisory Solutions
Indiana
$810K – – –
BWP
322
Bernardo Wealth Planning
Pennsylvania
$810K -$8.17M -179,676 -91%
ST
323
Spinnaker Trust
Maine
$800K – – –
BTWM
324
Baker Tilly Wealth Management
Wisconsin
$796K +$1.32K +29 +0.2%
SRWM
325
Shira Ridge Wealth Management
California
$796K +$130K +2,863 +20%
11 12
13
14 15