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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.12%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
351
Sunbelt Securities
Texas
$555K -$6.11K -133 -1%
DIA
352
Davidson Investment Advisors
Montana
$555K -$14.5K -314 -3%
WWM
353
Western Wealth Management
Colorado
$543K +$128K +2,763 +31%
FA
354
FDx Advisors
Illinois
$539K – – –
MFC
355
Morris Financial Concepts
South Carolina
$536K -$135K -2,923 -20%
ES
356
ETF Store
Kansas
$529K -$4.03K -87 -0.8%
BA
357
Bellwether Advisors
Nebraska
$520K -$226K -4,901 -30%
Creative Planning
358
Creative Planning
Kansas
$506K +$73.2K +1,586 +17%
TC
359
Trilogy Capital
California
$497K +$137K +2,962 +38%
AFAS
360
Acorn Financial Advisory Services
Virginia
$496K +$102K +2,211 +26%
Fisher Asset Management
361
Fisher Asset Management
Washington
$490K +$85.1K +1,843 +21%
AWA
362
Arkadios Wealth Advisors
Georgia
$488K +$134K +2,900 +38%
PP
363
Prosperity Planning
Missouri
$475K -$432K -8,276 Closed
Koshinski Asset Management
364
Koshinski Asset Management
Illinois
$470K +$14.3K +309 +3%
TA
365
TFB Advisors
Kansas
$469K +$138K +2,998 +42%
PCS
366
Personal CFO Solutions
New Jersey
$467K +$35.3K +765 +8%
CAM
367
Cresset Asset Management
Illinois
$467K +$80.1K +1,735 +21%
HR
368
Howe & Rusling
New York
$463K +$4.25K +92 +0.9%
PJSIMP
369
P.J. Schmidt Investment Management (PJS)
Wisconsin
$456K +$40.8K +887 +10%
AFP
370
Ausdal Financial Partners
Iowa
$452K +$71.7K +1,554 +19%
AWM
371
Aspire Wealth Management
Massachusetts
$448K +$199K +4,312 +80%
SXL
372
Summit X LLC
Missouri
$440K -$4.44M -96,160 -91%
Betterment LLC
373
Betterment LLC
New York
$439K -$1.14M -24,787 -72%
VFPW
374
Vantage Financial Partners (Wisconsin)
Wisconsin
$427K +$427K +9,245 New
SPWG
375
Syntegra Private Wealth Group
Missouri
$427K +$21.2K +460 +5%
13 14
15
16 17