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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
+$149M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M
3
Ameriprise
Ameriprise
Minnesota
+$73.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$55.6M
5
Wells Fargo
Wells Fargo
California
+$43.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$22.6M
2
MOS
MGO One Seven
Ohio
-$18M
3
PAMG
Patton Albertson Miller Group
Tennessee
-$10.2M
4
BWP
Bernardo Wealth Planning
Pennsylvania
-$8.17M
5
NL
NWAM LLC
Washington
-$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
376
Acorn Financial Advisory Services
Virginia
$493K +$4.18K +92 +0.9%
HR
377
Howe & Rusling
New York
$480K +$23.7K +522 +5%
KFGK
378
Keystone Financial Group (Kentucky)
Kentucky
$476K +$476K +10,477 New
BA
379
Bellwether Advisors
Nebraska
$476K -$36.8K -809 -7%
SP
380
Successful Portfolios
Florida
$462K -$3.83M -84,131 -89%
CCFM
381
Clear Creek Financial Management
Washington
$461K +$461K +10,138 New
AWM
382
Aspire Wealth Management
Massachusetts
$457K +$15.6K +343 +4%
ICP
383
Interchange Capital Partners
Pennsylvania
$453K +$453K +9,962 New
SPWG
384
Syntegra Private Wealth Group
Missouri
$447K +$26.7K +588 +6%
PGF
385
Plan Group Financial
Oklahoma
$431K +$431K +9,605 New
PJSIMP
386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$428K -$21.6K -476 -5%
3LCM
387
3D/L Capital Management
Connecticut
$427K -$329K -7,228 -43%
TCMP
388
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K +$818 +18 +0.2%
Squarepoint
389
Squarepoint
New York
$415K +$415K +9,118 New
ML
390
McAdam LLC
Pennsylvania
$413K +$185K +4,075 +81%
CWM
391
Cornerstone Wealth Management
Missouri
$410K +$410K +9,022 New
KFG
392
Kingdom Financial Group
Arizona
$410K +$410K +9,010 New
WJA
393
Willis Johnson & Associates
Texas
$408K +$408K +8,979 New
SC
394
Savant Capital
Illinois
$403K +$90K +1,980 +29%
KWM
395
Kingsview Wealth Management
Oregon
$391K +$66.7K +1,467 +21%
VFPW
396
Vantage Financial Partners (Wisconsin)
Wisconsin
$391K -$29.8K -655 -7%
FT
397
Fiduciary Trust
Massachusetts
$381K – – –
RFN
398
RDA Financial Network
Iowa
$380K +$2.46K +54 +0.7%
1WA
399
180 Wealth Advisors
Washington
$376K -$1.13K -25 -0.3%
BBWP
400
Beacon Bridge Wealth Partners
Pennsylvania
$373K +$10K +221 +3%
14 15
16
17 18