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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
+$84.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.3M
3
GCM
G2 Capital Management
Ohio
+$24.1M
4
Bank of America
Bank of America
North Carolina
+$21.3M
5
LPL Financial
LPL Financial
California
+$20.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$100M
2
Morgan Stanley
Morgan Stanley
New York
-$48.6M
3
TWM
Thrive Wealth Management
Pennsylvania
-$23.3M
4
RCS
Retirement Capital Strategies
California
-$9.99M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
501
RegentAtlantic Capital
New Jersey
– -$208K -4,437 Closed
BO
502
BRR OpCo
Ohio
– -$205K -4,374 Closed
JIP
503
Jaffetilchin Investment Partners
Florida
– -$204K -4,362 Closed
COCM
504
Charter Oak Capital Management
New Hampshire
– -$169K -3,620 Closed
CWP
505
Concord Wealth Partners
Virginia
– -$132K -2,826 Closed
RIM
506
Rockbridge Investment Management
New York
– -$112K -2,393 Closed
JFA
507
JNBA Financial Advisors
Minnesota
– -$96K -2,050 Closed
S
508
SignatureFD
Georgia
– -$69K -1,475 Closed
SFC
509
SYM Financial Corp
Indiana
– -$64K -1,368 Closed
SWM
510
SeaCrest Wealth Management
New York
– -$48K -1,017 Closed
ACM
511
Antonetti Capital Management
Florida
– -$47K -1,000 Closed
WB
512
West Bancorporation
Iowa
– -$30K -640 Closed
ADL
513
Asset Dedication LLC
California
– -$24K -520 Closed
IAMOG
514
Investors Asset Management of Georgia
Georgia
– -$19K -416 Closed
UB
515
UMB Bank
Missouri
– -$16K -352 Closed
TFS
516
TrustCore Financial Services
Tennessee
– -$14K -303 Closed
SIM
517
Studio Investment Management
Illinois
– -$14K -299 Closed
CCM
518
Chilton Capital Management
Texas
– -$9K -200 Closed
PMFA
519
Plante Moran Financial Advisors
Michigan
– -$9K -185 Closed
ME
520
McIlrath & Eck
Washington
– -$6K -134 Closed
BMD
521
Better Money Decisions
New Mexico
– -$5K -99 Closed
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
– -$4K -86 Closed
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
– -$2K -41 Closed
HBW
524
Hazlett, Burt & Watson
West Virginia
– -$1K -32 Closed
CWM
525
Curi Wealth Management
North Carolina
– -$1K -29 Closed
18 19 20
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