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iShares Core Total USD Bond Market ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
401
Snider Financial Group
Washington
$367K +$367K +8,067 New
Koshinski Asset Management
402
Koshinski Asset Management
Illinois
$365K -$98K -2,155 -21%
BWA
403
Burt Wealth Advisors
Maryland
$364K
LA
404
Latitude Advisors
Florida
$353K +$151K +3,327 +75%
TC
405
TownSquare Capital
Utah
$353K -$362K -7,955 -51%
API
406
Advisor Partners II
California
$351K +$318 +7 +0.1%
HKIMG
407
Hutchens & Kramer Investment Management Group
Indiana
$344K +$39.3K +864 +13%
VWA
408
V Wealth Advisors
Kansas
$338K +$338K +7,424 New
PB
409
Pinnacle Bancorp
Nebraska
$335K +$10.6K +234 +3%
DC
410
Davenport & Co
Virginia
$335K +$7.87K +173 +2%
DWP
411
Destiny Wealth Partners
Florida
$326K
WC
412
Whitney & Co
New York
$322K -$52.3K -1,150 -14%
IW
413
Imprint Wealth
South Carolina
$321K -$33K -726 -9%
IWN
414
Independent Wealth Network
Iowa
$321K +$321K +7,057 New
FFA
415
Founders Financial Alliance
North Carolina
$313K +$78.9K +1,736 +34%
FC
416
Financial Council
Maryland
$309K -$10K -220 -3%
TGAM
417
TBH Global Asset Management
Tennessee
$307K +$182 +4 +0.1%
CFA
418
Cahill Financial Advisors
Minnesota
$304K
SAMC
419
Spectrum Asset Management (California)
California
$303K
WS
420
Wedbush Securities
California
$300K -$68K -1,495 -18%
GCA
421
Gradient Capital Advisors
California
$297K -$41.7K -916 -12%
DIA
422
Dana Investment Advisors
Wisconsin
$292K -$5.59K -123 -2%
SXL
423
Summit X LLC
Missouri
$282K -$151K -3,321 -35%
VA
424
Valmark Advisers
Ohio
$282K -$20.4K -449 -7%
SIC
425
Salem Investment Counselors
North Carolina
$280K