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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
BlackRock
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
LPL Financial
California
$749M

Top Sellers

1
ST
Spinnaker Trust
Maine
$2.95M
2
UBS Group
UBS Group
Switzerland
$147M
3
EH
Equitable Holdings
New York
$0
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
351
Family Capital Trust
Massachusetts
$400K +$400K +8,050 New
GIA
352
Gladstone Institutional Advisory
Florida
$400K +$400K +8,055 New
D
353
Dentgroup
Louisiana
$395K +$128K +2,575 +48%
PFS
354
Prospera Financial Services
Texas
$387K -$35.2K -708 -8%
PCS
355
Personal CFO Solutions
New Jersey
$383K +$16.9K +341 +5%
LWM
356
Laidlaw Wealth Management
New York
$379K -$51.5K -1,038 -12%
AFAS
357
Acorn Financial Advisory Services
Virginia
$379K +$76K +1,533 +25%
HSA
358
HBK Sorce Advisory
Pennsylvania
$377K +$377K +7,605 New
BFPW
359
BOK Financial Private Wealth
Colorado
$372K -$491K -9,890 -57%
C
360
CEDRUS
Colorado
$371K -$392K -7,905 -51%
BWA
361
Burt Wealth Advisors
Maryland
$368K – – –
FA
362
FDx Advisors
Illinois
$367K +$116K +2,338 +46%
HKIMG
363
Hutchens & Kramer Investment Management Group
Indiana
$366K – – –
AP
364
Advisor Partners
California
$365K – – –
RFA
365
Resurgent Financial Advisors
Georgia
$364K +$364K +7,335 New
RFN
366
Redwood Financial Network
Ohio
$362K +$362K +7,297 New
WIC
367
Woodmont Investment Counsel
Tennessee
$358K +$358K +7,209 New
IGWM
368
ICA Group Wealth Management
Colorado
$350K +$350K +7,396 New
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$340K +$340K +6,856 New
HF
370
HRT Financial
New York
$338K +$338K +6,815 New
AAS
371
Ameritas Advisory Services
Nebraska
$336K -$9.38K -189 -3%
AFP
372
Ausdal Financial Partners
Iowa
$333K -$7.54K -152 -2%
NRI
373
NFP Retirement Inc
California
$329K +$329K +6,628 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$325K – – –
WC
375
Whitney & Co
New York
$324K -$61.6K -1,241 -16%
13 14
15
16 17