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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.

New
Increased
Maintained
Reduced
Closed
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 %
FGAM
501
Financial Gravity Asset Management
Texas
$8.75K +$379 +8,329 +5%
PA
502
Parallel Advisors
California
$8.05K -$73.1K -1,608 -90%
NRG
503
Nemes Rush Group
Michigan
$6.09K +$6.09K +134 New
OFG
504
Oxford Financial Group
Indiana
$6.05K – – –
BC
505
Barrett & Company
Rhode Island
$6.05K – – –
NC
506
NewSquare Capital
Pennsylvania
$6K +$6K +132 New
Simplex Trading
507
Simplex Trading
Illinois
$6K +$4.14K +100 +222%
NL
508
NVWM LLC
Pennsylvania
$5.64K +$5.64K +124 New
BWA
509
BDO Wealth Advisors
Florida
$5.09K – – –
DI
510
Disciplined Investments
Oklahoma
$3.96K +$3.96K +87 New
PGAM
511
Princeton Global Asset Management
New Jersey
$3.83K +$46 +1 +1%
IBOK
512
Independence Bank of Kentucky
Kentucky
$3.64K +$3.64K +80 New
IF
513
Integrity Financial
Wyoming
$3.41K – – –
WTA
514
Washington Trust Advisors
Massachusetts
$2.91K – – –
SWA
515
SOA Wealth Advisors
New York
$1.83K – – –
LFG
516
Larson Financial Group
Missouri
$1.73K – – –
AWM
517
AllSquare Wealth Management
New York
$1.5K – – –
PMFA
518
Plante Moran Financial Advisors
Michigan
$1.41K +$1.41K +31 New
BHWM
519
Beaird Harris Wealth Management
Texas
$954 -$2.36K -52 -71%
CIAS
520
Capital Investment Advisory Services
North Carolina
$136 – – –
WIM
521
WealthPlan Investment Management
Nebraska
$91 – – –
First Manhattan
522
First Manhattan
New York
$90 – – –
HI
523
Hoey Investments
Pennsylvania
$46 +$46 +1 New
HNB
524
Huntington National Bank
Ohio
$45 -$46 – –
BPA
525
Beacon Pointe Advisors
California
– -$3.1M -67,170 Closed
19 20
21
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