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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 %
OFG
526
Oxford Financial Group
Indiana
$5.81K – – –
BC
527
Barrett & Company
Rhode Island
$5.81K – – –
PGAM
528
Princeton Global Asset Management
New Jersey
$3.71K +$44 +1 +1%
GBT
529
Grove Bank & Trust
Florida
$3.67K +$3.67K +84 New
IF
530
Integrity Financial
Wyoming
$3.28K – – –
CAS
531
Coppell Advisory Solutions
Texas
$3.05K -$27.8K -621 -90%
WTA
532
Washington Trust Advisors
Massachusetts
$2.8K – – –
SFG
533
Steward Financial Group
Texas
$2K +$2K +67 New
FAM
534
Family Asset Management
South Carolina
$1.97K -$26.2K -600 -93%
SWA
535
SOA Wealth Advisors
New York
$1.78K +$43 +1 +3%
LFG
536
Larson Financial Group
Missouri
$1.66K – – –
AWM
537
AllSquare Wealth Management
New York
$1.44K – – –
HT
538
Headlands Technologies
Illinois
$1.22K +$1.22K +28 New
SL
539
Salomon & Ludwin
Virginia
$743 +$743 +17 New
AWA
540
Authentikos Wealth Advisory
California
$481 +$481 +11 New
CIAS
541
Capital Investment Advisory Services
North Carolina
$131 – – –
First Manhattan
542
First Manhattan
New York
$87 – – –
HI
543
Hoey Investments
Pennsylvania
$44 – – –
FPCG
544
Forum Private Client Group
Indiana
– -$9.65M -212,232 Closed
ARG
545
Advisory Resource Group
Oklahoma
– -$8.02M -176,415 Closed
VAS
546
Vestmark Advisory Solutions
Massachusetts
– -$4.16M -91,405 Closed
BBA
547
Braun-Bostich & Associates
Pennsylvania
– -$3M -65,901 Closed
RCIM
548
Red Cedar Investment Management
Michigan
– -$942K -20,723 Closed
WAS
549
Wealth Advisory Solutions
Indiana
– -$810K -17,927 Closed
BWP
550
Bernardo Wealth Planning
Pennsylvania
– -$810K -17,808 Closed
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