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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
BlackRock
New York
$2.49B
3
Bank of America
Bank of America
North Carolina
$121M
4
LPL Financial
LPL Financial
California
$1.04B
5
CW
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
476
Sound Income Strategies
Florida
$97.2K -$91.8K -2,099 -49%
BBHC
477
Brown Brothers Harriman & Co
New York
$94.3K +$94.3K +2,158 New
CWP
478
Concord Wealth Partners
Virginia
$89.8K – – –
TIM
479
Thompson Investment Management
Wisconsin
$86.3K – – –
FMTCOCP
480
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K +$85K +1,940 New
CT
481
Colonial Trust
South Carolina
$82.9K – – –
HIA
482
Harbor Investment Advisory
Maryland
$73.2K +$3.54K +81 +5%
FWP
483
FAS Wealth Partners
Kansas
$72.3K -$134K -3,062 -65%
Qube Research & Technologies (QRT)
484
Qube Research & Technologies (QRT)
United Kingdom
$69K -$74.4K -1,703 -52%
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$64.7K +$64.7K +1,480 New
S
486
SignatureFD
Georgia
$60K +$7.52K +172 +14%
SSB
487
Sandy Spring Bank
Maryland
$56.2K -$44 -1 -0.1%
IPW
488
Impact Partnership Wealth
Georgia
$49K +$49K +1,121 New
BC
489
Bartlett & Co
Ohio
$49K – – –
Bank of Montreal
490
Bank of Montreal
Ontario, Canada
$48.7K +$48.7K +1,086 New
BCWM
491
Bartlett & Co Wealth Management
Ohio
$48.5K – – –
HNB
492
Huntington National Bank
Ohio
$45.1K -$45 – –
CSPIA
493
Cary Street Partners Investment Advisory
Virginia
$43.7K – – –
AWM
494
Activest Wealth Management
Florida
$39.3K +$39.3K +899 New
ADL
495
Asset Dedication LLC
California
$37K +$37K +848 New
SFA
496
Semmax Financial Advisors
North Carolina
$35.8K +$35.8K +821 New
ACA
497
Aptus Capital Advisors
Alabama
$32.5K -$28.8K -658 -47%
TAM
498
Tucker Asset Management
Colorado
$30.9K -$117K -2,671 -79%
KFI
499
Key Financial Inc
Pennsylvania
$30.3K – – –
AC
500
AlphaCore Capital
California
$27.5K – – –
18 19
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