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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 %
Jane Street
426
Jane Street
New York
$238K -$14.5M -313,444 -98%
FFA
427
Founders Financial Alliance
North Carolina
$237K -$4.66K -101 -2%
ML
428
McAdam LLC
Pennsylvania
$231K +$231K +5,009 New
TH
429
Team Hewins
California
$231K +$231K +5,006 New
AFG
430
ABLE Financial Group
Arizona
$227K +$227K +4,910 New
LWM
431
Laidlaw Wealth Management
New York
$223K -$100K -2,175 -31%
MFS
432
Madrona Financial Services
Washington
$219K +$219K +4,744 New
CA
433
Claro Advisors
Massachusetts
$219K +$219K +4,739 New
LF
434
Lantz Financial
Illinois
$219K -$2.55M -55,292 -92%
FWP
435
FAS Wealth Partners
Kansas
$216K -$45.6K -988 -17%
CRI
436
Commonwealth Retirement Investments
Virginia
$210K +$210K +4,547 New
NFSG
437
Newbridge Financial Services Group
Florida
$208K +$462 +10 +0.2%
IF
438
Intrua Financial
Texas
$205K -$6.26K -136 -3%
LA
439
Latitude Advisors
Florida
$205K +$205K +4,433 New
US Bancorp
440
US Bancorp
Minnesota
$152K -$24.8K -537 -14%
FMP
441
Financial Management Professionals
Texas
$150K – – –
BWL
442
Bogart Wealth LLC
Virginia
$138K – – –
FA
443
Fortis Advisors
Pennsylvania
$124K +$12K +261 +11%
GM
444
GeoWealth Management
Illinois
$103K +$42.9K +932 +71%
TIM
445
Thompson Investment Management
Wisconsin
$91.1K +$91.1K +1,975 New
Commonwealth Equity Services
446
Commonwealth Equity Services
Massachusetts
$88.3K +$8.71K +188,789 +11%
CT
447
Colonial Trust
South Carolina
$87.5K – – –
IGWM
448
ICA Group Wealth Management
Colorado
$87.2K -$517K -11,199 -86%
PA
449
Parallel Advisors
California
$82.4K -$75.5K -1,635 -48%
HIA
450
Harbor Investment Advisory
Maryland
$78.3K +$4.48K +97 +6%
16 17
18
19 20