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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
2
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
4
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
2
BlackRock
New York
$2.49B
3
Bank of America
3
Bank of America
North Carolina
$121M
4
LPL Financial
4
LPL Financial
California
$1.04B
5
CW
5
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
51
Icon Wealth Partners
Texas
$37M -$987K -22,583 -3%
KeyBank National Association
52
KeyBank National Association
Ohio
$36.7M -$922K -21,080 -2%
SW
53
SteelPeak Wealth
California
$35.2M -$15.4M -351,748 -30%
DWM
54
Destination Wealth Management
California
$35.2M +$1.82M +41,590 +5%
WANY
55
Wealthspire Advisors (New York)
New York
$32.7M -$999K -22,856 -3%
AWE
56
Avidian Wealth Enterprises
Texas
$31.5M +$2.11M +48,178 +7%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$31.3M -$173K -3,953 -0.6%
CS
58
Comerica Securities
Michigan
$30.7M -$6.96M -159,307 -19%
AWM
59
AE Wealth Management
Kansas
$29.8M -$4.1M -93,734 -12%
Truist Financial
60
Truist Financial
North Carolina
$27.8M +$376K +8,606 +1%
BRWA
61
B. Riley Wealth Advisors
Florida
$27.7M +$2.34M +53,511 +9%
ACA
62
Affinity Capital Advisors
California
$26.7M +$10M +228,962 +60%
OPS
63
Orion Portfolio Solutions
Nebraska
$26.6M -$5.73M -131,092 -18%
BCI
64
Brinker Capital Investments
Pennsylvania
$26.6M -$5.73M -131,092 -18%
AAS
65
Avantax Advisory Services
Texas
$26.3M +$1.19M +27,169 +5%
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$25.6M +$3.16M +72,184 +14%
PFG
67
PAX Financial Group
Texas
$24.8M -$3.94M -90,097 -14%
DPI
68
Diversified Portfolios Inc
Michigan
$24.3M +$18.2M +415,382 +297%
MIS
69
Morningstar Investment Services
Illinois
$24M +$3.11M +71,213 +15%
HGWM
70
Horst & Graben Wealth Management
Oregon
$22.6M -$617K -14,117 -3%
CFGS
71
Concourse Financial Group Securities
Alabama
$22.6M -$2.52M -57,615 -10%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$22.2M -$1.77M -40,570 -7%
AT
73
Arden Trust
Delaware
$22.1M -$12.4M -282,929 -36%
RFC
74
Regions Financial Corp
Alabama
$21.9M -$610K -13,954 -3%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$21.5M +$21.5M +492,106 New
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