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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 %
LRIA
376
Leonard Rickey Investment Advisors
Washington
$426K +$17.8K +385 +4%
NFG
377
Nations Financial Group
Iowa
$420K +$4.57K +99 +1%
TCMP
378
Thrive Capital Management (Pennsylvania)
Pennsylvania
$419K +$181K +3,932 +76%
Verition Fund Management
379
Verition Fund Management
Connecticut
$402K +$402K +8,708 New
MWM
380
Meridian Wealth Management
Kentucky
$402K -$14.9K -323 -4%
DWP
381
Daymark Wealth Partners
Ohio
$394K +$394K +8,531 New
FT
382
Fiduciary Trust
Massachusetts
$387K +$387K +8,384 New
1WA
383
180 Wealth Advisors
Washington
$385K -$2.26K -49 -0.6%
RFN
384
RDA Financial Network
Iowa
$383K +$56.7K +1,228 +17%
WC
385
Whitney & Co
New York
$380K -$134K -2,893 -26%
WS
386
Wedbush Securities
California
$373K -$320K -6,933 -46%
BWA
387
Burt Wealth Advisors
Maryland
$369K +$27K +585 +8%
BBWP
388
Beacon Bridge Wealth Partners
Pennsylvania
$368K +$2.12K +46 +0.6%
IW
389
Imprint Wealth
South Carolina
$360K +$360K +7,796 New
API
390
Advisor Partners II
California
$356K – – –
GCA
391
Gradient Capital Advisors
California
$344K -$85.6K -1,854 -20%
LSA
392
Lion Street Advisors
Texas
$340K +$340K +7,371 New
WC
393
Waterloo Capital
Texas
$338K +$338K +7,328 New
FPAS
394
Focus Partners Advisor Solutions
Missouri
$337K +$337K +7,295 New
PFS
395
Prospera Financial Services
Texas
$335K -$3K -65 -0.9%
DC
396
Davenport & Co
Virginia
$332K +$45.2K +979 +16%
DWP
397
Destiny Wealth Partners
Florida
$331K +$156K +3,385 +89%
PB
398
Pinnacle Bancorp
Nebraska
$329K -$7.06K -153 -2%
KWM
399
Kingsview Wealth Management
Oregon
$329K -$81.8K -1,772 -20%
IDA
400
Intelligence Driven Advisers
California
$326K -$236K -5,070 -42%
14 15
16
17 18