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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

92 hedge funds and large institutions have $1.97B invested in iShares Core Total USD Bond Market ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
49
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$81.5M
2
DWA
2
Divergent Wealth Advisors
Utah
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$55.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.7M

Top Sellers

1
NIA
1
Northstar Investment Advisors
Colorado
$0
2
FPGK
2
Financial Partners Group (Kansas)
Kansas
$0
3
WIM
3
Westside Investment Management
California
$97.1K
4
OMC
4
Old Mission Capital
Illinois
$1.44M
5
BlackRock
5
BlackRock
New York
$1.26B
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
76
Clarus Wealth Advisors
Arizona
$51K 1,034 +11 +1%
Citigroup
77
Citigroup
New York
$39K 800 – –
APA
78
American Portfolios Advisors
New York
$35.8K 729 – –
GWM
79
Geneos Wealth Management
Colorado
$29K 600 +600 New
CAC
80
Certified Advisory Corp
Florida
$27K 550 – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$19K 380 +380 New
RCG
82
Ruggie Capital Group
Florida
$16K 329 – –
CFGS
83
Concourse Financial Group Securities
Alabama
$16K 316 +316 New
AA
84
Ancora Advisors
Ohio
$13K 265 +265 New
SMFS
85
Squar Milner Financial Services
California
$12K 240 – –
FHA
86
Flagship Harbor Advisors
Massachusetts
$10K 199 – –
CWM
87
Cranbrook Wealth Management
Michigan
$8K 161 +161 New
TL
88
TrueWealth LLC
Georgia
$5K 111 +1 +0.9%
SPIA
89
Steward Partners Investment Advisory
New York
$4K 85 +85 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$1K 30 +30 New
NIA
91
Northstar Investment Advisors
Colorado
– – -70,687 Closed
FPGK
92
Financial Partners Group (Kansas)
Kansas
– – -68,424 Closed
AII
93
AGF Investments Inc
Ontario, Canada
– – -24,639 Closed
RWA
94
Ropes Wealth Advisors
Massachusetts
– – -8,413 Closed
VF
95
Virtu Financial
New York
– – -6,977 Closed
SS
96
Simplicity Solutions
Minnesota
– – -6,653 Closed
AP
97
Agilis Partners
Massachusetts
– – -6,328 Closed
NFG
98
Next Financial Group
Texas
– – -4,918 Closed
SMM
99
Stadion Money Management
Georgia
– – -4,635 Closed
HWA
100
HCR Wealth Advisors
California
– – -4,625 Closed
1 2 3
4
5