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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

243 hedge funds and large institutions have $5.32B invested in iShares Core Total USD Bond Market ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.31%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.43%
New
59
Increased
121
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.04B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$28.8M
3
UBS Group
3
UBS Group
Switzerland
$113M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$33.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$375M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$226M
2
Jane Street
2
Jane Street
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$251M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.2M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
26
Spinnaker Trust
Maine
$19.7M -$13.1M -240,185 -40%
JSA
27
Jacobson & Schmitt Advisors
Wisconsin
$18.5M +$677K +12,395 +4%
KCM
28
Karp Capital Management
California
$18.2M +$889K +16,284 +5%
WC
29
Whitney & Co
New York
$15.8M +$324K +5,951 +2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$15.5M +$6.37M +116,756 +70%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$13.7M -$12.3M -225,340 -47%
VC
32
Vicus Capital
Pennsylvania
$13.5M +$61K +1,117 +0.5%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$12.8M +$12.8M +234,280 New
VWA
34
Visionary Wealth Advisors
Illinois
$12.8M +$2.64M +48,415 +26%
CAN
35
Cetera Advisor Networks
California
$12M +$671K +12,292 +6%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$11.7M -$16.7M – –
EVM
37
Eaton Vance Management
Massachusetts
$10.8M +$1.85M +33,831 +21%
AP
38
Agilis Partners
Massachusetts
$10.6M -$30.7K -562 -0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$10.1M +$215K +3,940 +2%
CP
40
Capital Planning
Washington
$9.66M +$9.66M +176,995 New
RWRC
41
R.W. Roge & Company
New York
$9.14M +$361K +6,615 +4%
UR
42
USCA RIA
Texas
$8.53M +$492K +9,017 +6%
CA
43
Corrado Advisors
New Jersey
$7.77M -$611K -11,192 -7%
WA
44
Wilshire Advisors
California
$7.24M +$146K +2,671 +2%
CCFM
45
Clear Creek Financial Management
Washington
$7.2M +$7.2M +131,851 New
SL
46
Systelligence LLC
Minnesota
$7.14M +$55.9K +1,024 +0.8%
EPP
47
ETF Portfolio Partners
Kansas
$7.02M +$96.7K +1,771 +1%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$6.8M +$561K +10,281 +9%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$6.8M +$1.86M +33,995 +38%
MWM
50
Mattern Wealth Management
Kansas
$6.8M +$4.34M +79,532 +177%
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