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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.12%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
51
Icon Wealth Partners
Texas
$34.1M 738,853 +738,853 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$33.1M 720,300 +140,282 +24%
OPS
53
Orion Portfolio Solutions
Nebraska
$31.8M 689,595 +323,362 +88%
BCI
54
Brinker Capital Investments
Pennsylvania
$31.8M 689,595 +597,965 +653%
PFG
55
PAX Financial Group
Texas
$30M 650,897 +127,709 +24%
AWE
56
Avidian Wealth Enterprises
Texas
$29.4M 637,066 +153,449 +32%
OP
57
ORG Partners
Indiana
$28.4M 614,599 +614,599 New
CFGS
58
Concourse Financial Group Securities
Alabama
$26.2M 568,575 +90,375 +19%
TF
59
Trek Financial
Arizona
$26.2M 568,262 +163,264 +40%
BRWA
60
B. Riley Wealth Advisors
Florida
$26M 562,785 +74,829 +15%
WF
61
Williams Financial
Vermont
$25.5M 552,421 +552,421 New
SFO
62
Stokes Family Office
Louisiana
$25M 541,462 +206,443 +62%
RA
63
RFG Advisory
Alabama
$24.8M 537,513 +60,426 +13%
Truist Financial
64
Truist Financial
North Carolina
$24.8M 536,859 +165,716 +45%
AT
65
Arden Trust
Delaware
$23.7M 514,464 +514,464 New
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$23.7M 514,302 -198 -0%
HGWM
67
Horst & Graben Wealth Management
Oregon
$23.7M 514,050 -71,446 -12%
AAS
68
Avantax Advisory Services
Texas
$23.2M 502,255 +150,247 +43%
RFC
69
Regions Financial Corp
Alabama
$22.7M 491,988 -284,661 -37%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$22.6M 489,651 -6,341 -1%
BCM
71
Brookstone Capital Management
Illinois
$21.8M 475,106 +96,991 +26%
OAP
72
One Advisory Partners
Kansas
$21.6M 468,953 +63,522 +16%
KFSC
73
Keystone Financial Services (Colorado)
Colorado
$21.4M 463,902 +17,624 +4%
T
74
TNF
Montana
$21.1M 455,197 +45,378 +11%
BHWM
75
Bay Harbor Wealth Management
Maryland
$20.8M 449,698 +89,670 +25%
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