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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.12%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
501
SOA Wealth Advisors
New York
$1.85K – – –
LFG
502
Larson Financial Group
Missouri
$1.75K – – –
AWM
503
AllSquare Wealth Management
New York
$1.52K +$1.52K +33 New
IHWM
504
Iron Horse Wealth Management
Iowa
$1.48K – – –
RDFA
505
Ritter Daniher Financial Advisory
Ohio
$324 -$146K -3,159 -100%
CIAS
506
Capital Investment Advisory Services
North Carolina
$138 +$138 +3 New
WIM
507
WealthPlan Investment Management
Nebraska
$92 -$1.8M -39,094 -100%
First Manhattan
508
First Manhattan
New York
$92 – – –
HNB
509
Huntington National Bank
Ohio
$46 -$45 – –
Charles Schwab
510
Charles Schwab
California
– -$7.68M -170,918 Closed
Renaissance Technologies
511
Renaissance Technologies
New York
– -$4.34M -96,600 Closed
TSA
512
Tri-Star Advisors
Texas
– -$3.62M -78,308 Closed
KFP
513
KMG Fiduciary Partners
Ohio
– -$3.06M -68,056 Closed
G
514
Gainplan
Michigan
– -$2.42M -53,800 Closed
NCM
515
NCM Capital Management
New Jersey
– -$2.1M -46,706 Closed
Cerity Partners
516
Cerity Partners
New York
– -$2.05M -45,610 Closed
FCAM
517
First Citizens Asset Management
North Carolina
– -$1.43M -31,745 Closed
SG
518
StoneX Group
New York
– -$1.17M -26,123 Closed
TWM
519
Trinity Wealth Management
Pennsylvania
– -$832K -18,514 Closed
FC
520
Financial Consulate
Maryland
– -$783K -17,436 Closed
JCM
521
Janney Capital Management
Pennsylvania
– -$764K -16,995 Closed
OFG
522
OmniStar Financial Group
North Carolina
– -$744K -16,554 Closed
SA
523
Scarborough Advisors
Maryland
– -$526K -11,708 Closed
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$403K -8,977 Closed
Millennium Management
525
Millennium Management
New York
– -$393K -8,736 Closed
19 20
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