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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
Ameriprise
Minnesota
$379M
4
Osaic Holdings
Osaic Holdings
Arizona
$603M
5
Wells Fargo
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$191M
2
MOS
MGO One Seven
Ohio
$598K
3
PAMG
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
351
City State Bank
Iowa
$617K -$67.7K -1,490 -10%
SWP
352
Semus Wealth Partners
Florida
$617K +$37.8K +831 +7%
KA
353
Kovack Advisors
Florida
$616K +$13.1K +287 +2%
LWA
354
Lineweaver Wealth Advisors
Ohio
$612K -$300K -6,597 -33%
MOS
355
MGO One Seven
Ohio
$598K -$18M -394,850 -97%
WWM
356
Western Wealth Management
Colorado
$592K +$56.3K +1,238 +11%
NFG
357
Nations Financial Group
Iowa
$588K +$175K +3,838 +42%
RFG
358
RFP Financial Group
Georgia
$577K -$2.09K -46 -0.4%
IGWM
359
ICA Group Wealth Management
Colorado
$564K +$478K +10,516 +557%
SS
360
Sunbelt Securities
Texas
$562K +$12.6K +278 +2%
Betterment LLC
361
Betterment LLC
New York
$562K +$130K +2,852 +30%
SWP
362
ShoreHaven Wealth Partners
New Jersey
$557K -$2.55K -56 -0.5%
WPWM
363
Windward Private Wealth Management
Kansas
$552K -$2.55K -56 -0.5%
VAM
364
Verity Asset Management
North Carolina
$551K -$104K -2,288 -16%
DIA
365
Davidson Investment Advisors
Montana
$546K -$864 -19 -0.2%
PP
366
Prosperity Planning
Missouri
$519K -$475K – –
LRIA
367
Leonard Rickey Investment Advisors
Washington
$510K +$90.3K +1,985 +21%
CA
368
CoreCap Advisors
Michigan
$509K +$509K +11,186 New
CAM
369
Cresset Asset Management
Illinois
$507K +$46.8K +1,029 +10%
OMC
370
Old Mission Capital
Illinois
$506K +$506K +11,122 New
ES
371
ETF Store
Kansas
$505K -$14.7K -322 -3%
AWA
372
Arkadios Wealth Advisors
Georgia
$497K +$16.1K +354 +3%
GM
373
GeoWealth Management
Illinois
$497K +$395K +8,687 +388%
KIG
374
Kowal Investment Group
Wisconsin
$495K -$374K -8,225 -43%
PCS
375
Personal CFO Solutions
New Jersey
$493K +$33.6K +740 +7%
13 14
15
16 17