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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

524 hedge funds and large institutions have $21.2B invested in iShares Core Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 138 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+50
Holders Change %
+10.55%
% of All Funds
8.45%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.24%
New
101
Increased
249
Reduced
138
Closed
40
Calls
$683K
Puts
–
Net Calls
+$683K
Net Calls Change
+$1.32M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.51B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.51B
3
BlackRock
3
BlackRock
New York
$3.09B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$154M
5
LPL Financial
5
LPL Financial
California
$900M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$82.5M
3
IDA
3
Intelligence Driven Advisers
California
$555K
4
GCM
4
G2 Capital Management
Ohio
$0
5
WF
5
Williams Financial
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
351
ShoreHaven Wealth Partners
New Jersey
$518K -$1.43M -31,827 -73%
HKIMG
352
Hutchens & Kramer Investment Management Group
Indiana
$504K +$128K +2,842 +34%
LNC
353
Lincoln National Corp
Pennsylvania
$501K +$187K +4,168 +60%
WC
354
Whitney & Co
New York
$500K -$1.16M -25,769 -70%
CA
355
CoreCap Advisors
Michigan
$496K -$64.7K -1,440 -12%
SWP
356
Semus Wealth Partners
Florida
$457K +$457K +10,181 New
TFA
357
Teamwork Financial Advisors
Texas
$449K -$153K -3,411 -25%
HR
358
Howe & Rusling
New York
$447K +$21.5K +479 +5%
Koshinski Asset Management
359
Koshinski Asset Management
Illinois
$444K +$147K +3,279 +50%
PP
360
Prosperity Planning
Missouri
$432K – – –
PIA
361
Panoramic Investment Advisors
Colorado
$432K +$432K +9,607 New
SAG
362
SageView Advisory Group
California
$429K +$429K +9,540 New
IA
363
Integrity Advisory
Kansas
$423K -$756K -16,824 -64%
KA
364
Kovack Advisors
Florida
$421K -$94.8K -2,110 -18%
Creative Planning
365
Creative Planning
Kansas
$421K -$135K -3,005 -24%
PCS
366
Personal CFO Solutions
New Jersey
$420K +$40.8K +909 +11%
GCA
367
Gradient Capital Advisors
California
$418K -$388K -8,639 -48%
BHPW
368
Beverly Hills Private Wealth
California
$416K +$416K +9,261 New
PJSIMP
369
P.J. Schmidt Investment Management (PJS)
Wisconsin
$406K -$124K -2,762 -23%
MWM
370
Meridian Wealth Management
Kentucky
$406K +$19.8K +441 +5%
WWM
371
Western Wealth Management
Colorado
$405K -$1.21M -26,977 -75%
NFG
372
Nations Financial Group
Iowa
$405K +$405K +9,004 New
JFGIW
373
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$403K -$21.3K -473 -5%
KWM
374
Kingsview Wealth Management
Oregon
$400K +$43K +956 +12%
HWMA
375
Heritage Wealth Management (Arizona)
Arizona
$400K +$208K +4,622 +108%
13 14
15
16 17