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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.79B
3
GCM
G2 Capital Management
Ohio
$24.1M
4
Bank of America
Bank of America
North Carolina
$92M
5
LPL Financial
LPL Financial
California
$762M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
TWM
Thrive Wealth Management
Pennsylvania
$1.03M
4
RCS
Retirement Capital Strategies
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
51
G2 Capital Management
Ohio
$24.1M +$24.1M +540,883 New
JSA
52
Jacobson & Schmitt Advisors
Wisconsin
$22.9M +$357K +8,028 +2%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$22.5M -$399K -8,951 -2%
HGWM
54
Horst & Graben Wealth Management
Oregon
$22.4M +$1.84M +41,313 +9%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$22.2M +$10.5M +236,587 +90%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$21.8M +$10.1M +225,974 +85%
PFG
57
PAX Financial Group
Texas
$21.4M -$889K -19,983 -4%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$21.4M -$6.9M -155,015 -24%
IWA
59
Icon Wealth Advisors
Texas
$20.7M +$20.7M +465,732 New
RFC
60
Regions Financial Corp
Alabama
$20.4M +$1.65M +37,173 +9%
AWE
61
Avidian Wealth Enterprises
Texas
$18.1M +$3.23M +72,689 +22%
CFGS
62
Concourse Financial Group Securities
Alabama
$17.9M -$61K -1,371 -0.3%
KFSC
63
Keystone Financial Services (Colorado)
Colorado
$17.4M +$3.65M +82,623 +27%
BRWA
64
B. Riley Wealth Advisors
Florida
$17.2M -$1.5M -33,625 -8%
WF
65
Williams Financial
Vermont
$16.1M +$16.1M +362,716 New
DADC
66
D.A. Davidson & Co
Montana
$16M +$3.17M +71,131 +25%
OIA
67
OneDigital Investment Advisors
Kansas
$15.7M +$15.7M +353,871 New
LWA
68
Lineweaver Wealth Advisors
Ohio
$15.5M +$72.6K +1,631 +0.5%
MIS
69
Morningstar Investment Services
Illinois
$15.5M +$1.39M +31,564 +10%
SFO
70
Stokes Family Office
Louisiana
$14.5M +$282K +6,336 +2%
T
71
TNF
Montana
$14.2M +$38.3K +869 +0.3%
RA
72
RFG Advisory
Alabama
$14.2M -$1.96M -44,875 -12%
OAP
73
One Advisory Partners
Kansas
$13.8M -$1.04M -23,310 -7%
CIAS
74
CFS Investment Advisory Services
New Jersey
$13.7M +$13.4M +13,431,602 +4,663%
EVM
75
Eaton Vance Management
Massachusetts
$13.6M -$529K -11,895 -4%
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