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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
3
Ameriprise
Minnesota
$379M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$603M
5
Wells Fargo
5
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
MOS
2
MGO One Seven
Ohio
$598K
3
PAMG
3
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
4
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
5
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$93.9M +$33.3M +731,859 +55%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$93M +$6.03M +132,597 +7%
MC
28
McMorgan & Co
California
$89.9M +$29M +637,447 +48%
BAAM
29
Baker Avenue Asset Management
California
$80.9M +$3.11M +68,359 +4%
AWS
30
Atria Wealth Solutions
New York
$77.6M +$1.46M +32,003 +2%
CAN
31
Cetera Advisor Networks
California
$76.5M -$4.38M -96,329 -5%
Stifel Financial
32
Stifel Financial
Missouri
$73M +$791K +17,392 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$70.1M +$20.9M +459,855 +43%
Prudential Financial
34
Prudential Financial
New Jersey
$59.4M +$3.71M +81,514 +7%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$53.5M -$5.36M -117,980 -9%
CA
36
Cetera Advisors
Colorado
$53.3M -$2.11M -46,432 -4%
SW
37
SteelPeak Wealth
California
$52.7M +$571K +12,560 +1%
SHJ
38
Sharkey, Howes & Javer
Colorado
$51.9M +$9.4M +206,827 +22%
AssetMark Inc
39
AssetMark Inc
California
$51M +$2.59M +56,950 +5%
FAAM
40
First Ascent Asset Management
Colorado
$50.8M +$5.19M +114,155 +11%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$50.5M +$740K +16,269 +1%
BTI
42
Blue Trust Inc
Georgia
$50.3M +$5.51M +119,401 +12%
NA
43
NewEdge Advisors
Louisiana
$47.6M +$1.6M +35,248 +3%
AI
44
Atria Investments
North Carolina
$46M +$1.14M +25,123 +3%
HFA
45
High Falls Advisors
New York
$45.7M -$16.6K -364 -0%
SHIM
46
Stone House Investment Management
Pennsylvania
$44.6M +$2.54M +55,784 +6%
IWP
47
Icon Wealth Partners
Texas
$39.5M +$5.93M +130,398 +18%
CS
48
Comerica Securities
Michigan
$39.1M -$89.8K -1,976 -0.2%
KeyBank National Association
49
KeyBank National Association
Ohio
$39.1M +$1.66M +36,489 +4%
PO
50
Private Ocean
California
$39M +$30.3M +666,730 +350%
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