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iShares Core Total USD Bond Market ETF
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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 %
TC
326
TownSquare Capital
Utah
$725K +$725K +15,707 New
NRC
327
New Republic Capital
North Carolina
$709K +$135K +2,934 +24%
CA
328
Continuum Advisory
Idaho
$708K -$262K -5,682 -27%
CSB
329
City State Bank
Iowa
$695K -$6K -130 -0.9%
ACP
330
Aveo Capital Partners
Colorado
$693K +$150K +3,254 +28%
BWM
331
Baystate Wealth Management
Massachusetts
$692K -$76.2K -1,652 -10%
RFG
332
Range Financial Group
Oregon
$681K +$347K +7,525 +104%
SRWM
333
Shira Ridge Wealth Management
California
$676K +$676K +14,653 New
CWM
334
Cahaba Wealth Management
Georgia
$669K -$38.7K -838 -5%
VAM
335
Verity Asset Management
North Carolina
$664K +$9K +195 +1%
TAIM
336
TD Ameritrade Investment Management
Nebraska
$653K +$1.34K +29 +0.2%
BFEC
337
Benjamin F. Edwards & Company
Missouri
$652K +$421K +9,112 +182%
Brown Advisory
338
Brown Advisory
Maryland
$650K +$650K +14,091 New
PFA
339
Pinnacle Family Advisors
Missouri
$641K +$33.1K +717 +5%
HWM
340
HFG Wealth Management
Texas
$630K +$630K +13,660 New
CIA
341
Cape Investment Advisory
Georgia
$621K +$621K +13,447 New
KA
342
Kovack Advisors
Florida
$612K +$179K +3,878 +41%
BFA
343
Beacon Financial Advisory
Ohio
$611K +$15.8K +342 +3%
GFPC
344
Global Financial Private Client
Florida
$597K -$255K -5,515 -30%
RFG
345
RFP Financial Group
Georgia
$588K +$2.45K +53 +0.4%
SWP
346
Semus Wealth Partners
Florida
$588K +$118K +2,552 +25%
PCMC
347
Private Capital Management (Colorado)
Colorado
$583K +$48K +1,039 +9%
HF
348
HRT Financial
New York
$569K +$569K +12,333 New
SWP
349
ShoreHaven Wealth Partners
New Jersey
$567K +$34.9K +757 +7%
WPWM
350
Windward Private Wealth Management
Kansas
$563K -$16.9K -367 -3%
12 13
14
15 16