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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
MOS
2
MGO One Seven
Ohio
$598K
3
PAMG
3
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
4
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
5
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
451
Lion Street Advisors
Texas
$215K -$177K -3,333 -45%
FWP
452
FAS Wealth Partners
Kansas
$214K +$1.82K +40 +0.9%
CRI
453
Commonwealth Retirement Investments
Virginia
$207K – – –
NFSG
454
Newbridge Financial Services Group
Florida
$206K +$728 +16 +0.4%
SIS
455
Sound Income Strategies
Florida
$196K +$125K +2,742 +174%
RIA
456
Realta Investment Advisors
Delaware
$184K +$184K +4,037 New
TAM
457
Tucker Asset Management
Colorado
$154K +$145K +3,192 +1,716%
FMP
458
Financial Management Professionals
Texas
$147K – – –
BWL
459
Bogart Wealth LLC
Virginia
$136K – – –
Qube Research & Technologies (QRT)
460
Qube Research & Technologies (QRT)
United Kingdom
$136K -$766K -18,488 -85%
TPCW
461
TD Private Client Wealth
New York
$108K +$71.1K +1,563 +192%
JWA
462
JFS Wealth Advisors
Pennsylvania
$95.9K +$95.9K +2,110 New
CWP
463
Concord Wealth Partners
Virginia
$93.4K +$56.3K +1,239 +152%
TIM
464
Thompson Investment Management
Wisconsin
$89.8K – – –
CT
465
Colonial Trust
South Carolina
$86.3K – – –
HIA
466
Harbor Investment Advisory
Maryland
$72.5K -$4.64K -102 -6%
US Bancorp
467
US Bancorp
Minnesota
$65.2K -$84.7K -1,862 -56%
ACA
468
Aptus Capital Advisors
Alabama
$63.7K – – –
SSB
469
Sandy Spring Bank
Maryland
$58.5K +$45 +1 +0.1%
S
470
SignatureFD
Georgia
$54.6K – – –
CB
471
Centennial Bank
Arkansas
$50.6K – – –
BCWM
472
Bartlett & Co Wealth Management
Ohio
$50.5K – – –
BC
473
Bartlett & Co
Ohio
$50K – – –
CSPIA
474
Cary Street Partners Investment Advisory
Virginia
$45.4K +$45.4K +999 New
FA
475
Fiduciary Alliance
South Carolina
$34.8K +$34.8K +766 New
17 18
19
20 21