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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 %
SA
326
Sunesis Advisors
Kansas
$647K – – –
VAM
327
Verity Asset Management
North Carolina
$638K -$389K -8,659 -38%
TAIM
328
TD Ameritrade Investment Management
Nebraska
$634K -$830K -18,480 -57%
MCA
329
MSH Capital Advisors
Arizona
$626K +$369K +8,215 +144%
CIBC World Market
330
CIBC World Market
Ontario, Canada
$623K -$41.5K -925 -6%
EL
331
EQ LLC
Washington
$620K +$136K +3,031 +28%
MHB
332
Midwest Heritage Bank
Iowa
$615K -$117K -2,613 -16%
PFA
333
Pinnacle Family Advisors
Missouri
$592K +$137K +3,054 +30%
IGWM
334
ICA Group Wealth Management
Colorado
$588K +$215K +4,786 +58%
BFA
335
Beacon Financial Advisory
Ohio
$579K +$138K +3,080 +31%
RFG
336
RFP Financial Group
Georgia
$570K +$570K +12,683 New
DAS
337
Dynamic Advisor Solutions
Arizona
$566K +$149K +3,326 +36%
WPWM
338
Windward Private Wealth Management
Kansas
$564K +$56.8K +1,264 +11%
NRC
339
New Republic Capital
North Carolina
$558K +$558K +12,418 New
IDA
340
Intelligence Driven Advisers
California
$555K -$34.2M -744,378 -98%
DIA
341
Davidson Investment Advisors
Montana
$554K -$612K -13,618 -52%
SS
342
Sunbelt Securities
Texas
$549K +$306K +6,808 +126%
RFA
343
Resurgent Financial Advisors
Georgia
$541K -$70.7K -1,573 -12%
KPWS
344
Kestra Private Wealth Services
Texas
$540K +$177K +3,941 +49%
FA
345
FDx Advisors
Illinois
$539K +$153K +3,400 +40%
WAS
346
Wealth Advisory Solutions
Indiana
$529K – – –
ACP
347
Aveo Capital Partners
Colorado
$528K -$35.7K -795 -6%
SA
348
Scarborough Advisors
Maryland
$526K -$3.18M -70,738 -86%
ES
349
ETF Store
Kansas
$525K +$525K +11,514 New
PCMC
350
Private Capital Management (Colorado)
Colorado
$521K -$65.4K -1,455 -11%
12 13
14
15 16