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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 %
FC
401
Financial Council
Maryland
$324K -$14.6M -317,278 -98%
MWP
402
Meridian Wealth Partners
Pennsylvania
$323K – – –
SC
403
Savant Capital
Illinois
$317K +$6.69K +145 +2%
KFA
404
Kapstone Financial Advisors
Ohio
$317K – – –
TGAM
405
TBH Global Asset Management
Tennessee
$312K -$62.7K -1,358 -17%
HKIMG
406
Hutchens & Kramer Investment Management Group
Indiana
$310K -$208K -4,508 -40%
CFA
407
Cahill Financial Advisors
Minnesota
$308K +$22.5K +487 +8%
SAMC
408
Spectrum Asset Management (California)
California
$307K -$695K -15,066 -69%
VA
409
Valmark Advisers
Ohio
$306K +$46.6K +1,010 +18%
DIA
410
Dana Investment Advisors
Wisconsin
$302K +$32.4K +701 +12%
CG
411
Colony Group
Massachusetts
$293K – – –
MHB
412
Midwest Heritage Bank
Iowa
$290K -$341K -7,389 -54%
SIC
413
Salem Investment Counselors
North Carolina
$284K +$36.3K +786 +15%
CCA
414
Clearwater Capital Advisors
Illinois
$275K -$66.5K -1,440 -19%
IWP
415
Insight Wealth Partners
Texas
$274K +$20.8K +451 +8%
Susquehanna International Group
416
Susquehanna International Group
Pennsylvania
$273K -$2.82M -61,092 -91%
HWA
417
HHM Wealth Advisors
Tennessee
$267K +$267K +5,788 New
CIBC World Market
418
CIBC World Market
Ontario, Canada
$267K -$373K -8,082 -58%
RFN
419
Redwood Financial Network
Ohio
$264K +$10.8K +235 +4%
MHS
420
M Holdings Securities
Oregon
$264K -$15.4K -333 -6%
MA
421
MKT Advisors
California
$260K +$19.1K +412 +8%
SC
422
Stephens Consulting
Michigan
$254K -$16.4K -356 -6%
AAS
423
Ameritas Advisory Services
Nebraska
$254K -$47.8K -1,036 -16%
CAAS
424
Capital Asset Advisory Services
Michigan
$251K -$17.4K -378 -7%
FCA
425
Fortis Capital Advisors
Kansas
$246K +$99.2K +2,150 +68%
15 16
17
18 19