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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 $16.5B invested in iShares Core Total USD Bond Market ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
8.01%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
54
Increased
204
Reduced
179
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.91B
2
Wells Fargo
Wells Fargo
California
$1.44B
3
Jane Street
Jane Street
New York
$100M
4
LPL Financial
LPL Financial
California
$780M
5
MML Investors Services
MML Investors Services
Massachusetts
$182M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$13.5M
2
5L
55I LLC
Massachusetts
$0
3
BlackRock
BlackRock
New York
$2.86B
4
Ameriprise
Ameriprise
Minnesota
$314M
5
UBS Group
UBS Group
Switzerland
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
476
R.W. Roge & Company
New York
– -$18.4M -371,157 Closed
WF
477
Williams Financial
Vermont
– -$16.6M -333,689 Closed
KCM
478
Karp Capital Management
California
– -$8.84M -178,132 Closed
CWG
479
Crown Wealth Group
North Carolina
– -$6.36M -128,149 Closed
MWP
480
Meridian Wealth Partners
Pennsylvania
– -$2.38M -48,006 Closed
LA
481
Latitude Advisors
Florida
– -$2.1M -42,298 Closed
CPWMP
482
Cardinal Point Wealth Management Partners
California
– -$1.01M -20,325 Closed
CL
483
CPWM LLC
Washington
– -$940K -18,950 Closed
SHFA
484
SC&H Financial Advisors
Maryland
– -$856K -17,240 Closed
CCG
485
Capital CS Group
California
– -$811K -16,334 Closed
SAM
486
Strategy Asset Managers
California
– -$718K -14,467 Closed
CA
487
Corrado Advisors
New Jersey
– -$706K -14,231 Closed
MWP
488
Madison Wealth Partners
Wisconsin
– -$582K -11,724 Closed
CCFM
489
Clear Creek Financial Management
Washington
– -$540K -10,883 Closed
OBWG
490
Onyx Bridge Wealth Group
New York
– -$475K -9,918 Closed
RPWA
491
Regent Peak Wealth Advisors
Georgia
– -$409K -8,249 Closed
AWA
492
Arete Wealth Advisors
Illinois
– -$409K -8,235 Closed
PWP
493
Personal Wealth Partners
Minnesota
– -$406K -8,189 Closed
FCT
494
Family Capital Trust
Massachusetts
– -$400K -8,050 Closed
C
495
CEDRUS
Colorado
– -$371K -7,473 Closed
HF
496
HRT Financial
New York
– -$338K -6,815 Closed
MOS
497
MGO One Seven
Ohio
– -$268K -5,408 Closed
RW
498
Rede Wealth
Virginia
– -$267K -5,386 Closed
WFA
499
Wellspring Financial Advisors
Ohio
– -$258K -5,195 Closed
BFA
500
Bragg Financial Advisors
North Carolina
– -$241K -4,849 Closed
17 18 19
20
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