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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
2
Wells Fargo
California
$1.36B
3
BlackRock
3
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
5
LPL Financial
California
$749M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$2.95M
2
UBS Group
2
UBS Group
Switzerland
$147M
3
EH
3
Equitable Holdings
New York
$0
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$71.5M +$26.9M +542,038 +60%
RJA
27
Raymond James & Associates
Florida
$70.7M +$8.25M +166,321 +13%
MC
28
McMorgan & Co
California
$57.2M +$19.8M +397,967 +53%
NA
29
NewEdge Advisors
Louisiana
$54M +$3.16M +63,596 +6%
FAAM
30
First Ascent Asset Management
Colorado
$53.8M +$4.12M +83,100 +8%
AWS
31
Atria Wealth Solutions
New York
$50.4M +$50.4M +1,014,890 New
AWM
32
AE Wealth Management
Kansas
$44.2M +$9.88M +199,158 +29%
AssetMark Inc
33
AssetMark Inc
California
$43.5M +$1.06M +21,458 +3%
AI
34
Atria Investments
North Carolina
$42.3M +$7.79M +157,047 +23%
Stifel Financial
35
Stifel Financial
Missouri
$41.3M +$9.2M +185,400 +29%
DWM
36
Destination Wealth Management
California
$40.1M +$1.72M +34,676 +4%
IDA
37
Intelligence Driven Advisers
California
$37.3M +$11M +225,072 +42%
SW
38
SteelPeak Wealth
California
$37.2M +$7.83M +157,728 +27%
KeyBank National Association
39
KeyBank National Association
Ohio
$36.6M +$977K +19,690 +3%
KAS
40
Kestra Advisory Services
Texas
$36.2M +$13.7M +276,583 +61%
HFA
41
High Falls Advisors
New York
$35.5M +$7.07M +142,472 +25%
SHJ
42
Sharkey, Howes & Javer
Colorado
$32.8M +$7.63M +153,672 +30%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$32.5M -$6.25M -126,008 -16%
SMM
44
Stadion Money Management
Georgia
$31.9M +$12M +242,215 +61%
TSA
45
Tri-Star Advisors
Texas
$30.1M +$7.1M +148,194 +31%
CS
46
Comerica Securities
Michigan
$29.4M +$7.71M +155,437 +35%
FCM
47
Firestone Capital Management
Florida
$29.2M -$44K -887 -0.2%
JSA
48
Jacobson & Schmitt Advisors
Wisconsin
$25.6M +$745K +15,021 +3%
PFG
49
PAX Financial Group
Texas
$25.3M +$4.73M +95,341 +23%
WANY
50
Wealthspire Advisors (New York)
New York
$25M +$7.63M +153,689 +44%
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