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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 %
IWN
426
Independent Wealth Network
Iowa
$299K -$9.79K -224 -3%
DA
427
Detalus Advisors
Missouri
$298K -$1.6M -36,560 -84%
CFA
428
Cahill Financial Advisors
Minnesota
$292K
EL
429
Essex LLC
Illinois
$292K +$292K +6,677 New
RFN
430
RDA Financial Network
Iowa
$290K -$74.8K -1,712 -20%
CWM
431
Cornerstone Wealth Management
Missouri
$289K -$105K -2,412 -27%
RFN
432
Redwood Financial Network
Ohio
$284K +$49.6K +1,135 +21%
NRI
433
NFP Retirement Inc
California
$283K +$22.5K +515 +9%
DIA
434
Dana Investment Advisors
Wisconsin
$278K -$2.71K -62 -1%
TCMP
435
Thrive Capital Management (Pennsylvania)
Pennsylvania
$277K -$122K -2,800 -31%
LL
436
LWMG LLC
Minnesota
$277K +$277K +6,330 New
FEM
437
Fulcrum Equity Management
Texas
$272K +$272K +6,228 New
SXL
438
Summit X LLC
Missouri
$272K
AAS
439
Ameritas Advisory Services
Nebraska
$271K +$271K +6,237 New
GCA
440
Greenwood Capital Associates
South Carolina
$268K +$268K +6,134 New
TC
441
Trilogy Capital
California
$266K +$20.5K +470 +8%
MWM
442
Meridian Wealth Management
Kentucky
$266K -$393 -9 -0.1%
OFS
443
OneAscent Financial Services
Alabama
$266K +$266K +6,082 New
BCA
444
Bay Colony Advisors
Massachusetts
$259K +$259K +5,921 New
TPCW
445
TD Private Client Wealth
New York
$259K +$155K +3,544 +149%
VA
446
Valmark Advisers
Ohio
$258K -$12.9K -294 -5%
SIC
447
Salem Investment Counselors
North Carolina
$254K -$15.1K -345 -6%
SS
448
Simplicity Solutions
Minnesota
$250K -$3.93M -89,994 -94%
IWP
449
Insight Wealth Partners
Texas
$250K +$11.5K +264 +5%
IW
450
Imprint Wealth
South Carolina
$247K -$62.2K -1,423 -20%