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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.79B
3
GCM
G2 Capital Management
Ohio
$24.1M
4
Bank of America
Bank of America
North Carolina
$92M
5
LPL Financial
LPL Financial
California
$762M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
TWM
Thrive Wealth Management
Pennsylvania
$1.03M
4
RCS
Retirement Capital Strategies
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
26
First Ascent Asset Management
Colorado
$50.6M +$1.65M +37,039 +3%
Mariner
27
Mariner
Kansas
$48.6M +$20.4M +458,227 +72%
AWS
28
Atria Wealth Solutions
New York
$47.8M +$955K +21,464 +2%
AssetMark Inc
29
AssetMark Inc
California
$46.7M +$1.08M +24,240 +2%
BTI
30
Blue Trust Inc
Georgia
$45.8M -$4.17M -89,146 -8%
Stifel Financial
31
Stifel Financial
Missouri
$45.4M +$7.13M +160,141 +19%
WANY
32
Wealthspire Advisors (New York)
New York
$45M +$18M +404,828 +67%
KAS
33
Kestra Advisory Services
Texas
$41.8M +$6.61M +148,475 +19%
SW
34
SteelPeak Wealth
California
$35.8M +$1.75M +39,360 +5%
DWM
35
Destination Wealth Management
California
$35.6M +$2.53M +56,746 +8%
NA
36
NewEdge Advisors
Louisiana
$35.4M -$2.98M -66,935 -8%
KeyBank National Association
37
KeyBank National Association
Ohio
$34.8M +$785K +17,650 +2%
SMM
38
Stadion Money Management
Georgia
$34.6M +$6.59M +148,121 +24%
IDA
39
Intelligence Driven Advisers
California
$33.7M +$5.03M +112,972 +18%
FIA
40
Foundations Investment Advisors
Arizona
$33.4M +$8.26M +185,518 +33%
AWM
41
AE Wealth Management
Kansas
$32.5M +$895K +20,122 +3%
HFA
42
High Falls Advisors
New York
$32.5M +$338K +7,598 +1%
SHJ
43
Sharkey, Howes & Javer
Colorado
$32.3M +$162K +3,649 +0.5%
AI
44
Atria Investments
North Carolina
$28.3M -$6.19M -139,190 -18%
Prudential Financial
45
Prudential Financial
New Jersey
$28.2M +$4.7M +105,430 +20%
CS
46
Comerica Securities
Michigan
$26.7M -$600K -13,480 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$25.7M +$7.16M +160,937 +39%
FCM
48
Firestone Capital Management
Florida
$25.7M -$694K -15,600 -3%
SHIM
49
Stone House Investment Management
Pennsylvania
$24.8M +$4.72M +106,037 +24%
AF
50
Allworth Financial
California
$24.5M +$14.3M +321,623 +141%
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