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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

78 hedge funds and large institutions have $1.79B invested in iShares Core Total USD Bond Market ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
14
Increased
39
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$50.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.4M
3
UBS Group
3
UBS Group
Switzerland
$22.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$41.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$57.5M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$6.24M
2
DWA
2
Divergent Wealth Advisors
Utah
$12M
3
CI
3
Conning Inc
Connecticut
$0
4
NIA
4
Northstar Investment Advisors
Colorado
$4.74M
5
Wells Fargo
5
Wells Fargo
California
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
Westside Investment Management
California
$2.5M +$1.32M +26,413 +112%
C
27
Clearshares
New York
$2.43M +$6.78K +136 +0.3%
SI
28
Stephens Inc
Arkansas
$2.11M +$56.9K +1,140 +3%
IFAM
29
Institutional & Family Asset Management
Colorado
$1.97M +$1.97M +39,474 New
OPWM
30
Oak Point Wealth Management
Michigan
$1.79M +$495K +9,932 +38%
NFG
31
Next Financial Group
Texas
$1.69M +$1.69M +33,730 New
VF
32
Virtu Financial
New York
$1.57M -$1.39M -27,805 -47%
AII
33
AGF Investments Inc
Ontario, Canada
$1.29M -$141K -2,835 -10%
CWM
34
Cahaba Wealth Management
Georgia
$897K -$184K -3,696 -17%
PFM
35
Phillips Financial Management
Indiana
$874K +$339K +6,813 +63%
PCM
36
Parsons Capital Management
Rhode Island
$824K +$161K +3,220 +24%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$759K +$36.4K +730 +5%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$692K -$16.4K -328 -2%
SPC
39
Sigma Planning Corp
Michigan
$631K +$26.9K +538 +4%
KFGK
40
Keystone Financial Group (Kentucky)
Kentucky
$586K +$586K +11,748 New
UCFA
41
United Capital Financial Advisors
Texas
$499K +$499K +10,000 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$493K +$128K +2,558 +35%
BWA
43
BlueSky Wealth Advisors
North Carolina
$465K +$85.8K +1,717 +23%
AG
44
Advisor Group
Arizona
$438K +$280K +5,620 +178%
FAAS
45
First Allied Advisory Services
California
$386K +$37.8K +760 +11%
AC
46
Avestar Capital
New York
$350K +$350K +7,307 New
AP
47
Agilis Partners
Massachusetts
$316K +$20.1K +402 +7%
BFA
48
Beaumont Financial Advisors
Massachusetts
$310K – – –
SHIM
49
Stone House Investment Management
Pennsylvania
$280K +$280K +5,604 New
HFA
50
Huber Financial Advisors
Illinois
$277K +$277K +5,550 New
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