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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
Ameriprise
Minnesota
$379M
4
Osaic Holdings
Osaic Holdings
Arizona
$603M
5
Wells Fargo
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$191M
2
MOS
MGO One Seven
Ohio
$598K
3
PAMG
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
426
Buckingham Strategic Wealth
Missouri
$278K +$278K +6,119 New
MWM
427
Meridian Wealth Management
Kentucky
$277K -$118K -2,606 -30%
PFS
428
Prospera Financial Services
Texas
$275K -$55.3K -1,214 -17%
AFP
429
Ausdal Financial Partners
Iowa
$273K -$172K -3,776 -39%
LA
430
Lane & Associates
New Jersey
$273K +$273K +6,000 New
NRI
431
NFP Retirement Inc
California
$271K -$2.94M -64,748 -92%
Fisher Asset Management
432
Fisher Asset Management
Washington
$269K -$214K -4,713 -44%
MHB
433
Midwest Heritage Bank
Iowa
$267K -$19.1K -420 -7%
TC
434
Trilogy Capital
California
$255K -$234K -5,161 -48%
MWM
435
Modera Wealth Management
New Jersey
$251K +$251K +5,529 New
HBW
436
Hazlett, Burt & Watson
West Virginia
$250K +$250K +5,469 New
IWP
437
Insight Wealth Partners
Texas
$248K -$22.2K -489 -8%
KFA
438
Kapstone Financial Advisors
Ohio
$247K -$60.9K -1,356 -20%
CAAS
439
Capital Asset Advisory Services
Michigan
$247K – – –
TWD
440
True Wealth Design
Ohio
$246K +$246K +5,401 New
RFN
441
Redwood Financial Network
Ohio
$243K -$16.7K -368 -6%
CCA
442
Clearwater Capital Advisors
Illinois
$241K -$30.5K -670 -11%
RJT
443
Raymond James Trust
Florida
$233K +$233K +5,114 New
SC
444
Stephens Consulting
Michigan
$233K -$17.9K -394 -7%
MA
445
MKT Advisors
California
$230K -$23.4K -516 -9%
Susquehanna International Group
446
Susquehanna International Group
Pennsylvania
$227K -$41.9K -921 -16%
JWCA
447
J.W. Cole Advisors
Florida
$227K -$866K -19,048 -79%
BSSFA
448
Baron Silver Stevens Financial Advisors
Florida
$217K +$217K +4,782 New
LWM
449
Laidlaw Wealth Management
New York
$217K -$3.41K -75 -2%
SWM
450
Selective Wealth Management
Virginia
$215K +$215K +4,790 New
16 17
18
19 20