IUSB icon

iShares Core Total USD Bond Market ETF

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
376
Orgel Wealth Management
Wisconsin
$489K -$1.72M -39,256 -78%
MHB
377
Midwest Heritage Bank
Iowa
$477K +$220K +5,037 +86%
Lido Advisors
378
Lido Advisors
California
$474K +$474K +10,835 New
DIA
379
Davidson Investment Advisors
Montana
$471K -$53.4K -1,222 -10%
HR
380
Howe & Rusling
New York
$468K +$5.9K +135 +1%
CAM
381
Cresset Asset Management
Illinois
$466K -$20.6K -472 -4%
BA
382
Bellwether Advisors
Nebraska
$457K
AWA
383
Arkadios Wealth Advisors
Georgia
$457K -$21.2K -484 -4%
LA
384
Latitude Advisors
Florida
$453K +$113K +2,595 +33%
AWM
385
Aspire Wealth Management
Massachusetts
$448K +$9.22K +211 +2%
MOS
386
MGO One Seven
Ohio
$441K -$134K -3,055 -23%
AWM
387
Axxcess Wealth Management
California
$440K +$440K +10,063 New
KWA
388
Kingswood Wealth Advisors
California
$429K +$429K +9,813 New
GFPC
389
Global Financial Private Client
Florida
$423K -$173K -3,987 -29%
HKIMG
390
Hutchens & Kramer Investment Management Group
Indiana
$412K +$83.7K +1,934 +26%
SPWG
391
Syntegra Private Wealth Group
Missouri
$398K -$31.9K -729 -7%
WJA
392
Willis Johnson & Associates
Texas
$397K +$4.5K +103 +1%
ML
393
McAdam LLC
Pennsylvania
$397K -$131 -3 -0%
GL
394
Graypoint LLC
New York
$393K +$393K +8,980 New
AFAS
395
Acorn Financial Advisory Services
Virginia
$392K -$81.6K -1,867 -17%
PW
396
Peninsula Wealth
California
$392K +$392K +9,131 New
SC
397
Savant Capital
Illinois
$383K -$3.76K -86 -1%
ICP
398
Interchange Capital Partners
Pennsylvania
$383K -$52.9K -1,211 -12%
TGAM
399
TBH Global Asset Management
Tennessee
$379K +$83.9K +1,919 +28%
KFGK
400
Keystone Financial Group (Kentucky)
Kentucky
$373K -$84.7K -1,938 -18%