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iShares Core Total USD Bond Market ETF

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
301
Level Four Advisory Services
Texas
$1.02M +$213K +4,875 +26%
LA
302
LexAurum Advisors
Kansas
$1.02M -$39.2K -896 -4%
WPWM
303
Windward Private Wealth Management
Kansas
$1.01M +$482K +11,020 +91%
HSA
304
HBK Sorce Advisory
Pennsylvania
$1.01M +$1.53K +35 +0.2%
MBT
305
Montecito Bank & Trust
California
$992K -$42.6K -975 -4%
BHPW
306
Beverly Hills Private Wealth
California
$992K -$1.12M -25,564 -53%
FFA
307
Fragasso Financial Advisors
Pennsylvania
$990K +$234K +5,349 +31%
JJBC
308
James J. Burns & Company
New York
$986K -$896K -20,489 -48%
GC
309
Gilbert & Cook
Iowa
$972K -$120K -2,756 -11%
Betterment LLC
310
Betterment LLC
New York
$962K +$421K +9,641 +78%
CCWA
311
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$961K -$51.1K -1,168 -5%
GSEP
312
Golden State Equity Partners
California
$952K +$4.37K +100 +0.5%
SPAS
313
Spectrum Planning & Advisory Services
California
$943K -$282K -6,462 -23%
PIA
314
Perennial Investment Advisors
California
$938K -$197K -4,512 -17%
Creative Planning
315
Creative Planning
Kansas
$935K +$212K +4,850 +29%
IAG
316
Investment Advisory Group
Massachusetts
$926K +$33.4K +765 +4%
RF
317
RHS Financial
California
$924K +$159K +3,630 +21%
HIF
318
Hill Island Financial
Michigan
$909K -$32K -732 -3%
VPP
319
Vertex Planning Partners
Illinois
$895K +$30.5K +698 +4%
MCA
320
MSH Capital Advisors
Arizona
$892K -$82.1K -1,879 -8%
TFA
321
Teamwork Financial Advisors
Texas
$870K -$23.5K -537 -3%
WFC
322
Western Financial Corp
California
$859K -$264K -6,047 -24%
CAAM
323
Cornerstone Advisors Asset Management
Pennsylvania
$837K -$1.01K -23 -0.1%
SRWM
324
Shira Ridge Wealth Management
California
$821K +$55.8K +1,276 +7%
FCI
325
Financial Counselors Inc
Kansas
$820K +$820K +18,750 New