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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
BlackRock
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
LPL Financial
California
$749M

Top Sellers

1
ST
Spinnaker Trust
Maine
$2.95M
2
UBS Group
UBS Group
Switzerland
$147M
3
EH
Equitable Holdings
New York
$0
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
401
Wealth Enhancement Advisory Services
Minnesota
$236K -$503K -10,174 -68%
TC
402
TownSquare Capital
Utah
$233K +$233K +4,703 New
IPW
403
Intergy Private Wealth
Colorado
$228K -$90.8K -1,832 -28%
TC
404
Trilogy Capital
California
$226K +$226K +4,561 New
NFSG
405
Newbridge Financial Services Group
Florida
$222K +$52.6K +1,059 +31%
FFA
406
Fragasso Financial Advisors
Pennsylvania
$219K -$10.1M -203,630 -98%
GSAM
407
Grant Street Asset Management
Pennsylvania
$209K -$10.3K -208 -5%
MLA
408
My Legacy Advisors
Oregon
$209K +$209K +4,205 New
MCA
409
MSH Capital Advisors
Arizona
$209K +$209K +4,209 New
US Bancorp
410
US Bancorp
Minnesota
$206K +$51.8K +1,041 +34%
WF
411
Warner Financial
Maryland
$205K – – –
Koshinski Asset Management
412
Koshinski Asset Management
Illinois
$165K +$165K +3,332 New
HWMA
413
Heritage Wealth Management (Arizona)
Arizona
$164K +$164K +3,313 New
FMP
414
Financial Management Professionals
Texas
$161K – – –
BWL
415
Bogart Wealth LLC
Virginia
$160K +$11K +221 +7%
SLWA
416
San Luis Wealth Advisors
California
$155K +$155K +2,930 New
CWP
417
Concord Wealth Partners
Virginia
$139K +$68.2K +1,373 +96%
RIM
418
Rockbridge Investment Management
New York
$120K – – –
LAS
419
Lloyd Advisory Services
Georgia
$117K +$117K +2,352 New
IWP
420
IAG Wealth Partners
Wisconsin
$111K – – –
GWM
421
Geneos Wealth Management
Colorado
$110K -$1.51M -30,620 -93%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$109K +$46.1K +924 +73%
JFA
423
JNBA Financial Advisors
Minnesota
$102K -$14.9K -299 -13%
M
424
MOTCO
Texas
$102K +$80.8K +1,628 +382%
SIS
425
Sound Income Strategies
Florida
$94K -$437K -8,806 -82%
15 16
17
18 19