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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 %
RF
326
RHS Financial
California
$796K +$34.1K +750 +4%
RFG
327
Range Financial Group
Oregon
$795K +$125K +2,743 +19%
FFA
328
Fragasso Financial Advisors
Pennsylvania
$786K -$165K -3,626 -17%
Creative Planning
329
Creative Planning
Kansas
$752K +$254K +5,582 +51%
FA
330
FDx Advisors
Illinois
$733K +$187K +4,123 +34%
UCFA
331
United Capital Financial Advisors
Texas
$730K -$382K -8,410 -34%
NW
332
NewEdge Wealth
Pennsylvania
$727K +$727K +15,995 New
RCM
333
Raleigh Capital Management
North Carolina
$710K -$77.2K -1,697 -10%
NRC
334
New Republic Capital
North Carolina
$700K +$2.05K +45 +0.3%
MFC
335
Morris Financial Concepts
South Carolina
$696K +$168K +3,698 +32%
PCMC
336
Private Capital Management (Colorado)
Colorado
$688K +$114K +2,502 +20%
PFA
337
Pinnacle Family Advisors
Missouri
$680K +$48.2K +1,060 +8%
GIA
338
Gladstone Institutional Advisory
Florida
$677K -$125K -2,760 -16%
CA
339
Continuum Advisory
Idaho
$674K -$22.9K -504 -3%
ACP
340
Aveo Capital Partners
Colorado
$666K -$16.6K -365 -2%
CWM
341
Cahaba Wealth Management
Georgia
$663K +$4.41K +97 +0.7%
CIA
342
Cape Investment Advisory
Georgia
$644K +$32.1K +706 +5%
TA
343
TFB Advisors
Kansas
$642K +$180K +3,967 +39%
Brown Advisory
344
Brown Advisory
Maryland
$642K +$1.18K +26 +0.2%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$641K -$1.14K -25 -0.2%
BFA
346
Beacon Financial Advisory
Ohio
$640K +$38.9K +855 +6%
BJL
347
Brighton Jones LLC
Washington
$639K +$639K +14,046 New
TAIM
348
TD Ameritrade Investment Management
Nebraska
$638K -$4.96K -109 -0.8%
BWM
349
Baystate Wealth Management
Massachusetts
$633K -$49.8K -1,095 -7%
GFPC
350
Global Financial Private Client
Florida
$622K +$37.4K +828 +6%
12 13
14
15 16