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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 %
T
401
TCWP
Ohio
$373K -$15.8M -360,927 -98%
Koshinski Asset Management
402
Koshinski Asset Management
Illinois
$372K +$20.7K +473 +6%
1WA
403
180 Wealth Advisors
Washington
$371K +$7.74K +177 +2%
IWM
404
IHT Wealth Management
Illinois
$371K -$477K -10,915 -56%
PJSIMP
405
P.J. Schmidt Investment Management (PJS)
Wisconsin
$369K -$33.7K -791 -8%
DC
406
Davenport & Co
Virginia
$368K +$46K +1,052 +14%
MWP
407
Meridian Wealth Partners
Pennsylvania
$363K +$363K +8,300 New
FT
408
Fiduciary Trust
Massachusetts
$362K -$4.15K -95 -1%
BTWM
409
Baker Tilly Wealth Management
Wisconsin
$357K -$409K -9,345 -53%
PB
410
Pinnacle Bancorp
Nebraska
$356K +$33.8K +774 +11%
SP
411
Successful Portfolios
Florida
$349K -$95.8K -2,192 -22%
SFG
412
Snider Financial Group
Washington
$348K -$4.94K -113 -1%
LWA
413
Lineweaver Wealth Advisors
Ohio
$346K -$241K -5,523 -41%
VFPW
414
Vantage Financial Partners (Wisconsin)
Wisconsin
$346K -$30K -686 -8%
FA
415
FDx Advisors
Illinois
$339K -$367K -8,375 -52%
API
416
Advisor Partners II
California
$337K
AWM
417
Aprio Wealth Management
Georgia
$334K +$334K +7,649 New
LSA
418
Lion Street Advisors
Texas
$333K +$157K +3,590 +89%
BBWP
419
Beacon Bridge Wealth Partners
Pennsylvania
$323K -$35.8K -819 -10%
WS
420
Wedbush Securities
California
$316K +$28.1K +644 +10%
DWP
421
Destiny Wealth Partners
Florida
$314K
Fisher Asset Management
422
Fisher Asset Management
Washington
$311K +$52.5K +1,200 +20%
IGWM
423
ICA Group Wealth Management
Colorado
$301K -$241K -5,516 -44%
KFG
424
Kingdom Financial Group
Arizona
$300K -$93.6K -2,140 -24%
BFEC
425
Benjamin F. Edwards & Company
Missouri
$300K -$317K -7,241 -51%