IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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 %
LRIA
376
Leonard Rickey Investment Advisors
Washington
$398K +$3.82K +85 +1%
SPWG
377
Syntegra Private Wealth Group
Missouri
$395K +$395K +8,783 New
Fisher Asset Management
378
Fisher Asset Management
Washington
$394K +$394K +8,778 New
Millennium Management
379
Millennium Management
New York
$393K +$393K +8,736 New
1WA
380
180 Wealth Advisors
Washington
$389K +$128K +2,759 +49%
AFAS
381
Acorn Financial Advisory Services
Virginia
$384K +$45.3K +1,009 +13%
SFG
382
Snider Financial Group
Washington
$372K +$584 +13 +0.2%
AFP
383
Ausdal Financial Partners
Iowa
$370K +$115K +2,553 +45%
TGAM
384
TBH Global Asset Management
Tennessee
$365K -$809 -18 -0.2%
CAM
385
Cresset Asset Management
Illinois
$357K – – –
BBWP
386
Beacon Bridge Wealth Partners
Pennsylvania
$357K +$357K +7,935 New
TC
387
Trilogy Capital
California
$351K +$120K +2,679 +52%
API
388
Advisor Partners II
California
$346K +$12K +268 +4%
AWA
389
Arkadios Wealth Advisors
Georgia
$345K +$30.9K +687 +10%
RF
390
RHS Financial
California
$340K +$57.6K +1,283 +20%
BWA
391
Burt Wealth Advisors
Maryland
$333K – – –
CCA
392
Clearwater Capital Advisors
Illinois
$333K -$108K -2,402 -25%
PFS
393
Prospera Financial Services
Texas
$329K -$9.03K -201 -3%
PB
394
Pinnacle Bancorp
Nebraska
$327K – – –
RFG
395
Range Financial Group
Oregon
$325K -$93.6K -2,084 -22%
FCA
396
FLC Capital Advisors
California
$322K -$7.27M -161,708 -96%
TA
397
TFB Advisors
Kansas
$321K +$321K +7,154 New
KFA
398
Kapstone Financial Advisors
Ohio
$320K +$320K +6,848 New
RFN
399
RDA Financial Network
Iowa
$318K +$98.8K +2,200 +45%
LWM
400
Laidlaw Wealth Management
New York
$315K – – –
14 15
16
17 18