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iShares Core Total USD Bond Market ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
551
TD Ameritrade Investment Management
Nebraska
-$638K -14,036 Closed
OMC
552
Old Mission Capital
Illinois
-$506K -11,122 Closed
KIG
553
Kowal Investment Group
Wisconsin
-$495K -10,889 Closed
PGF
554
Plan Group Financial
Oklahoma
-$431K -9,605 Closed
3LCM
555
3D/L Capital Management
Connecticut
-$427K -9,390 Closed
VWA
556
V Wealth Advisors
Kansas
-$338K -7,424 Closed
FC
557
Financial Council
Maryland
-$309K -6,800 Closed
GCA
558
Gradient Capital Advisors
California
-$297K -6,541 Closed
BSW
559
Buckingham Strategic Wealth
Missouri
-$278K -6,119 Closed
LA
560
Lane & Associates
New Jersey
-$273K -6,000 Closed
MWM
561
Modera Wealth Management
New Jersey
-$251K -5,529 Closed
TWD
562
True Wealth Design
Ohio
-$246K -5,401 Closed
CCA
563
Clearwater Capital Advisors
Illinois
-$241K -5,291 Closed
RJT
564
Raymond James Trust
Florida
-$233K -5,114 Closed
JWCA
565
J.W. Cole Advisors
Florida
-$227K -4,993 Closed
LWM
566
Laidlaw Wealth Management
New York
-$217K -4,764 Closed
CRI
567
Commonwealth Retirement Investments
Virginia
-$207K -4,547 Closed
RIA
568
Realta Investment Advisors
Delaware
-$184K -4,037 Closed
CB
569
Centennial Bank
Arkansas
-$50.6K -1,112 Closed
FA
570
Fiduciary Alliance
South Carolina
-$34.8K -766 Closed
GWANC
571
Guardian Wealth Advisors (North Carolina)
North Carolina
-$29.9K -658 Closed
LFA
572
LGT Financial Advisors
Texas
-$29K -637 Closed
KA
573
Kozak & Associates
Colorado
-$24.2K -536 Closed
PP
574
PrairieView Partners
Minnesota
-$19K -429 Closed
CA
575
Crewe Advisors
Utah
-$13.4K -295 Closed