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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
3
Ameriprise
Minnesota
$379M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$603M
5
Wells Fargo
5
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
MOS
2
MGO One Seven
Ohio
$598K
3
PAMG
3
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
4
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
5
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$37.5M +$23.1M +507,899 +161%
AT
52
Arden Trust
Delaware
$35.8M +$12.4M +272,918 +53%
AWM
53
AE Wealth Management
Kansas
$35.3M +$376K +8,267 +1%
WANY
54
Wealthspire Advisors (New York)
New York
$35M +$92.7K +2,038 +0.3%
DWM
55
Destination Wealth Management
California
$34.7M +$781K +17,185 +2%
OPS
56
Orion Portfolio Solutions
Nebraska
$33.6M +$2.26M +49,620 +7%
BCI
57
Brinker Capital Investments
Pennsylvania
$33.6M +$2.26M +49,620 +7%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$32.6M -$76.5K -1,689 -0.2%
AWE
59
Avidian Wealth Enterprises
Texas
$30.6M +$1.62M +35,600 +6%
PFG
60
PAX Financial Group
Texas
$29.9M +$301K +6,614 +1%
Truist Financial
61
Truist Financial
North Carolina
$28.5M +$4.1M +90,188 +17%
TF
62
Trek Financial
Arizona
$27.8M +$1.99M +43,732 +8%
OP
63
ORG Partners
Indiana
$27.4M -$420K -9,278 -2%
BRWA
64
B. Riley Wealth Advisors
Florida
$26.4M +$762K +16,764 +3%
WF
65
Williams Financial
Vermont
$26.2M +$1.05M +23,008 +4%
CFGS
66
Concourse Financial Group Securities
Alabama
$26.1M +$265K +5,833 +1%
AAS
67
Avantax Advisory Services
Texas
$26.1M +$3.24M +71,200 +14%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$24.9M +$2.68M +58,904 +12%
HGWM
69
Horst & Graben Wealth Management
Oregon
$24.2M +$791K +17,407 +3%
SFO
70
Stokes Family Office
Louisiana
$23.8M -$853K -18,753 -3%
RFC
71
Regions Financial Corp
Alabama
$23.4M +$994K +21,871 +4%
JSA
72
Jacobson & Schmitt Advisors
Wisconsin
$23.3M -$82.8K -1,820 -0.4%
OAP
73
One Advisory Partners
Kansas
$22.1M +$804K +17,686 +4%
KFSC
74
Keystone Financial Services (Colorado)
Colorado
$21.7M +$582K +12,805 +3%
MIS
75
Morningstar Investment Services
Illinois
$21.6M +$3.84M +84,524 +22%
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