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iShares Core Total USD Bond Market ETF

465 hedge funds and large institutions have $15.6B invested in iShares Core Total USD Bond Market ETF in 2021 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 215 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+62
Holders Change %
+15.38%
% of All Funds
7.18%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
0.88%
New
103
Increased
215
Reduced
106
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
51
Regions Financial Corp
Alabama
$19.6M -$937K -17,701 -5%
RWRC
52
R.W. Roge & Company
New York
$18.9M +$4.98M +95,694 +36%
SAMC
53
Spectrum Asset Management (California)
California
$18.9M +$1.24M +23,467 +7%
WANY
54
Wealthspire Advisors (New York)
New York
$18.5M +$15.4M +290,032 +490%
IWP
55
Icon Wealth Partners
Texas
$18.1M +$2.31M +43,688 +15%
BRWA
56
B. Riley Wealth Advisors
Florida
$17.8M +$1.33M +25,190 +8%
Prudential Financial
57
Prudential Financial
New Jersey
$16.4M +$333K +6,262 +2%
SHIM
58
Stone House Investment Management
Pennsylvania
$16.4M +$1.12M +21,114 +7%
CIAS
59
CFS Investment Advisory Services
New Jersey
$16.3M +$9.83M +189,862 +153%
LWA
60
Lineweaver Wealth Advisors
Ohio
$16.1M +$4.02M +75,860 +33%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$15.6M +$435K +8,210 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$15.2M +$1.4M +26,381 +10%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$15.1M +$3.29M +62,238 +28%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$15.1M +$5.53M +104,478 +58%
HighTower Advisors
65
HighTower Advisors
Illinois
$14.3M +$121K +2,290 +0.9%
OAP
66
One Advisory Partners
Kansas
$14M +$1.48M +27,917 +12%
EVM
67
Eaton Vance Management
Massachusetts
$13.9M -$655K -12,374 -4%
HGWM
68
Horst & Graben Wealth Management
Oregon
$13.8M +$7.05M +133,165 +104%
SWM
69
Spire Wealth Management
Virginia
$13.7M +$1.11M +21,053 +9%
MA
70
Mutual Advisors
Nebraska
$13.5M +$1.65M +31,083 +14%
VWA
71
Visionary Wealth Advisors
Illinois
$13.4M -$973K -18,388 -7%
WWG
72
West Wealth Group
California
$13.3M +$13.3M +252,128 New
BHWM
73
Bay Harbor Wealth Management
Maryland
$13.3M +$3.69M +71,999 +38%
OLVIG
74
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3M +$13.3M +250,450 New
T
75
TNF
Montana
$13.2M +$223K +4,282 +2%