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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

182 hedge funds and large institutions have $4.27B invested in iShares Core Total USD Bond Market ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
4.02%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.46%
New
37
Increased
70
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$180M
2
Ameriprise
2
Ameriprise
Minnesota
$178M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M
4
SL
4
Systelligence LLC
Minnesota
$18.6M
5
Jane Street
5
Jane Street
New York
$11M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.61B
2
ST
2
Spinnaker Trust
Maine
$35.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$367M
4
DWA
4
Divergent Wealth Advisors
Utah
$4.2M
5
RPWA
5
Regent Peak Wealth Advisors
Georgia
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Summit Financial
New Jersey
$4.59M +$545K +10,382 +13%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$4.55M +$3.84M +73,184 +540%
OWM
53
Opes Wealth Management
California
$4.55M +$397K +7,561 +10%
DWA
54
Divergent Wealth Advisors
Utah
$4.2M -$21.2M -404,013 -83%
PAG
55
Private Advisor Group
New Jersey
$4M -$626K -11,924 -14%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$3.77M -$506K -9,642 -12%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$3.66M +$1.05M +19,930 +40%
IFAM
58
Institutional & Family Asset Management
Colorado
$3.27M -$15.1K -287 -0.5%
Comerica Bank
59
Comerica Bank
Texas
$2.99M +$550K +10,274 +23%
ARG
60
Advisory Resource Group
Oklahoma
$2.84M -$407K -7,751 -13%
WWM
61
Windsor Wealth Management
Indiana
$2.59M +$1.2M +22,785 +86%
MML Investors Services
62
MML Investors Services
Massachusetts
$2.54M +$451K +8,601 +22%
PFM
63
Phillips Financial Management
Indiana
$2.42M -$157 -3 -0%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2.36M +$174K +3,312 +8%
WP
65
WealthSource Partners
California
$2.33M -$724K -13,790 -24%
TAIM
66
TD Ameritrade Investment Management
Nebraska
$2.29M +$280K +5,340 +14%
SWM
67
SVA Wealth Management
Wisconsin
$2.29M +$34.4K +655 +2%
SI
68
Stephens Inc
Arkansas
$2.16M -$123K -2,350 -5%
BWA
69
BlueSky Wealth Advisors
North Carolina
$2.12M -$6.93K -132 -0.3%
EWF
70
Epstein & White Financial
California
$2.1M +$72.4K +1,381 +4%
RT
71
Rockland Trust
Massachusetts
$1.84M +$1.07M +20,330 +139%
CWM
72
Cahaba Wealth Management
Georgia
$1.55M -$298K -5,687 -16%
GM
73
GeoWealth Management
Illinois
$1.52M -$906K -17,250 -37%
SFSG
74
Sound Financial Strategies Group
Mississippi
$1.52M +$1.5M +28,479 +6,098%
MSAM
75
Moloney Securities Asset Management
Missouri
$1.44M -$74.4K -1,417 -5%
1 2
3
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