IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
BlackRock
New York
$2.49B
3
Bank of America
Bank of America
North Carolina
$121M
4
LPL Financial
LPL Financial
California
$1.04B
5
CW
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
451
Objective Capital Management
Ohio
$242K +$242K +5,531 New
KFA
452
Kapstone Financial Advisors
Ohio
$240K – – –
MA
453
MKT Advisors
California
$234K +$14K +324 +6%
CAAS
454
Capital Asset Advisory Services
Michigan
$232K -$4.93K -113 -2%
CIBC World Market
455
CIBC World Market
Ontario, Canada
$231K +$231K +5,291 New
EP
456
Essential Planning
New Hampshire
$228K +$228K +5,220 New
SAMC
457
Spectrum Asset Management (California)
California
$228K -$63.6K -1,455 -22%
BPA
458
Beacon Pointe Advisors
California
$226K +$226K +5,177 New
FFA
459
Founders Financial Alliance
North Carolina
$223K -$77.4K -1,770 -26%
SC
460
Stephens Consulting
Michigan
$222K -$2.06K -47 -0.9%
Charles Schwab
461
Charles Schwab
California
$220K +$220K +5,023 New
PFS
462
Prospera Financial Services
Texas
$217K -$47.6K -1,088 -18%
WC
463
Whitney & Co
New York
$215K -$94.8K -2,169 -31%
BSSFA
464
Baron Silver Stevens Financial Advisors
Florida
$209K – – –
HBW
465
Hazlett, Burt & Watson
West Virginia
$207K -$33.1K -753 -14%
SWM
466
Selective Wealth Management
Virginia
$207K – – –
CB
467
Commerce Bank
Missouri
$206K +$206K +4,711 New
AFP
468
Ausdal Financial Partners
Iowa
$202K -$60.3K -1,380 -23%
NFSG
469
Newbridge Financial Services Group
Florida
$199K +$743 +17 +0.4%
FMP
470
Financial Management Professionals
Texas
$142K – – –
NS
471
NBC Securities
Alabama
$136K +$136K +3,118 New
ITIM
472
Indiana Trust & Investment Management
Indiana
$134K +$134K +3,071 New
BWL
473
Bogart Wealth LLC
Virginia
$131K – – –
EWA
474
EP Wealth Advisors
California
$114K +$114K +2,615 New
JWA
475
JFS Wealth Advisors
Pennsylvania
$106K +$13.9K +318 +15%
17 18
19
20 21