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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

403 hedge funds and large institutions have $13.9B invested in iShares Core Total USD Bond Market ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
7.08%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.86%
New
44
Increased
238
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.03B
2
BlackRock
BlackRock
New York
$2.93B
3
LPL Financial
LPL Financial
California
$578M
4
Wells Fargo
Wells Fargo
California
$1.12B
5
Morgan Stanley
Morgan Stanley
New York
$594M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$1.43M
2
Ameriprise
Ameriprise
Minnesota
$240M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
OBWG
Onyx Bridge Wealth Group
New York
$822K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
351
Financial Management Professionals
Texas
$173K – – –
BWL
352
Bogart Wealth LLC
Virginia
$160K – – –
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$138K +$98.6K +1,851 +250%
SBL
354
Sargent Bickham Lagudis
Colorado
$138K +$131K +2,461 +1,893%
AWA
355
Arkadios Wealth Advisors
Georgia
$131K +$39.6K +749 +43%
RIM
356
Rockbridge Investment Management
New York
$124K – – –
JFA
357
JNBA Financial Advisors
Minnesota
$109K – – –
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$93K +$24.2K +455 +35%
AWM
359
Avior Wealth Management
Nebraska
$92K +$22K +414 +31%
ADL
360
Asset Dedication LLC
California
$89K +$45K +841 +102%
GAM
361
Gemmer Asset Management
California
$88K – – –
BC
362
Bartlett & Co
Ohio
$66K – – –
BCWM
363
Bartlett & Co Wealth Management
Ohio
$66K – – –
S
364
SignatureFD
Georgia
$60K +$29.6K +558 +97%
SL
365
Savior LLC
Massachusetts
$54K -$54 -1 -0.1%
CHA
366
Carmichael Hill & Associates
Maryland
$50K – – –
EIP
367
Ellis Investment Partners
Pennsylvania
$46K +$46K +878 New
OCM
368
Orion Capital Management
California
$45K +$45K +853 New
FA
369
Fortis Advisors
Pennsylvania
$37K +$215 +4 +0.6%
AWM
370
Activest Wealth Management
Florida
$36K – – –
HIA
371
Harbor Investment Advisory
Maryland
$36K +$7.99K +150 +29%
SMA
372
Sage Mountain Advisors
Georgia
$35K – – –
DWP
373
Destiny Wealth Partners
Florida
$34K +$34K +638 New
RTC
374
Riverview Trust Company
Washington
$32K +$32K +595 New
WBC
375
West Branch Capital
Massachusetts
$29K +$157 +3 +0.5%
13 14
15
16 17