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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

524 hedge funds and large institutions have $21.2B invested in iShares Core Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 138 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+50
Holders Change %
+10.55%
% of All Funds
8.45%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.24%
New
101
Increased
249
Reduced
138
Closed
40
Calls
$683K
Puts
–
Net Calls
+$683K
Net Calls Change
+$1.32M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.51B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.51B
3
BlackRock
3
BlackRock
New York
$3.09B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$154M
5
LPL Financial
5
LPL Financial
California
$900M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$82.5M
3
IDA
3
Intelligence Driven Advisers
California
$555K
4
GCM
4
G2 Capital Management
Ohio
$0
5
WF
5
Williams Financial
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
426
Charles Schwab Investment Advisory
California
$237K +$237K +5,275 New
Lido Advisors
427
Lido Advisors
California
$236K +$236K +5,249 New
FFA
428
Founders Financial Alliance
North Carolina
$236K +$16.3K +363 +7%
TCMP
429
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K -$309K -6,875 -57%
BFEC
430
Benjamin F. Edwards & Company
Missouri
$225K -$10.2K -226 -4%
WIM
431
Westside Investment Management
California
$219K -$21K -11,057 -9%
PPP
432
Private Portfolio Partners
New Jersey
$216K -$92.9K -2,068 -30%
BSSFA
433
Baron Silver Stevens Financial Advisors
Florida
$215K +$215K +4,782 New
IF
434
Intrua Financial
Texas
$213K -$78.7K -1,691 -27%
QPWM
435
Quadrant Private Wealth Management
Pennsylvania
$207K +$207K +4,598 New
WIC
436
Woodmont Investment Counsel
Tennessee
$206K -$45K -1,001 -18%
BPA
437
Beacon Pointe Advisors
California
$203K +$203K +4,525 New
NFSG
438
Newbridge Financial Services Group
Florida
$202K +$764 +17 +0.4%
AF
439
Affiance Financial
Minnesota
$176K +$176K +3,910 New
LFA
440
LGT Financial Advisors
Texas
$173K +$173K +3,859 New
US Bancorp
441
US Bancorp
Minnesota
$172K -$47.5K -1,057 -22%
DWP
442
Destiny Wealth Partners
Florida
$171K +$169K +3,772 +14,508%
PA
443
Parallel Advisors
California
$154K +$61.9K +1,377 +67%
SA
444
SRH Advisors
Kansas
$150K – – –
FMP
445
Financial Management Professionals
Texas
$146K – – –
TPCW
446
TD Private Client Wealth
New York
$144K -$85.6K -1,906 -37%
FCA
447
Fortis Capital Advisors
Kansas
$143K +$143K +3,184 New
RDFA
448
Ritter Daniher Financial Advisory
Ohio
$142K +$142K +3,166 New
RIA
449
Realta Investment Advisors
Delaware
$138K +$31.4K +698 +29%
BWL
450
Bogart Wealth LLC
Virginia
$135K – – –
16 17
18
19 20