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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 %
MFC
326
Morris Financial Concepts
South Carolina
$812K +$143K +3,262 +21%
BFPW
327
BOK Financial Private Wealth
Colorado
$805K -$79.8K -1,826 -9%
EL
328
EQ LLC
Washington
$803K +$15.9K +363 +2%
RFG
329
Range Financial Group
Oregon
$786K +$20.9K +478 +3%
HPC
330
Hobart Private Capital
North Carolina
$780K -$81.4K -1,862 -9%
RCAG
331
Rehmann Capital Advisory Group
Michigan
$774K -$184K -4,200 -19%
VWA
332
Visionary Wealth Advisors
Illinois
$757K -$669K -15,305 -47%
SS
333
Sunbelt Securities
Texas
$730K +$190K +4,335 +35%
ST
334
Spinnaker Trust
Maine
$728K -$40.7K -930 -5%
AC
335
Apella Capital
Connecticut
$725K +$725K +16,593 New
PCMC
336
Private Capital Management (Colorado)
Colorado
$724K +$62.3K +1,425 +9%
UCFA
337
United Capital Financial Advisors
Texas
$721K +$19.3K +442 +3%
BWM
338
Baystate Wealth Management
Massachusetts
$716K +$108K +2,470 +18%
NW
339
NewEdge Wealth
Pennsylvania
$698K -$1.22K -28 -0.2%
AA
340
Advisory Alpha
Michigan
$695K -$509K -11,642 -42%
TF
341
Theory Financial
Colorado
$692K +$692K +15,840 New
TA
342
TFB Advisors
Kansas
$692K +$74.7K +1,709 +12%
CIA
343
Cape Investment Advisory
Georgia
$679K +$60.1K +1,375 +10%
BFA
344
Beacon Financial Advisory
Ohio
$676K +$60.8K +1,391 +10%
BWA
345
Burt Wealth Advisors
Maryland
$672K +$322K +7,372 +92%
CA
346
Continuum Advisory
Idaho
$671K +$22.7K +520 +4%
NRC
347
New Republic Capital
North Carolina
$670K -$3.54K -81 -0.5%
MAG
348
MRA Advisory Group
New Jersey
$663K -$5.11M -116,797 -89%
NFG
349
Nations Financial Group
Iowa
$645K +$79.4K +1,817 +14%
ACP
350
Aveo Capital Partners
Colorado
$643K +$2.62K +60 +0.4%