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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

166 hedge funds and large institutions have $4.07B invested in iShares Core Total USD Bond Market ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.28%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$89.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.7M
3
ONST
Old North State Trust
North Carolina
+$15.8M
4
Morgan Stanley
Morgan Stanley
New York
+$15.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.3M
2
ST
Spinnaker Trust
Maine
-$8.65M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.99M
4
CI
CX Institutional
Indiana
-$4.04M
5
SHIM
Stone House Investment Management
Pennsylvania
-$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
76
Patriot Investment Management Group
Tennessee
$1.39M -$15.9K -305 -1%
WWM
77
Windsor Wealth Management
Indiana
$1.38M +$555K +10,650 +67%
KWM
78
Kingsview Wealth Management
Oregon
$1.31M +$143K +2,739 +12%
SAM
79
Strategy Asset Managers
California
$1.17M +$1.17M +22,385 New
AI
80
Atria Investments
North Carolina
$1.16M -$195K -3,736 -14%
FWP
81
FAS Wealth Partners
Kansas
$1.07M +$12.6K +241 +1%
VAM
82
Verity Asset Management
North Carolina
$1.07M +$50K +960 +5%
JWCA
83
J.W. Cole Advisors
Florida
$1.05M +$1.05M +20,106 New
SIA
84
Strategic Investment Advisors
Michigan
$1.04M +$1.04M +19,875 New
GLR
85
Great Lakes Retirement
Ohio
$1.02M +$1.02M +19,670 New
CFN
86
Cordasco Financial Network
Florida
$1.02M – – –
RCS
87
Retirement Capital Strategies
California
$940K +$31.7K +609 +3%
PCM
88
Parsons Capital Management
Rhode Island
$929K +$14.5K +278 +2%
MWM
89
MBE Wealth Management
Wisconsin
$907K +$907K +17,414 New
AF
90
Advisornet Financial
Minnesota
$901K +$901K +17,293 New
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$804K -$740K -14,200 -48%
RT
92
Rockland Trust
Massachusetts
$765K +$260K +4,982 +51%
SA
93
Sunesis Advisors
Kansas
$751K – – –
SS
94
Simplicity Solutions
Minnesota
$724K +$215K +4,134 +42%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$707K +$239K +4,589 +51%
GCA
96
Gradient Capital Advisors
California
$691K – – –
UCFA
97
United Capital Financial Advisors
Texas
$630K +$52 +1 +0%
HR
98
Hayden Royal
North Carolina
$583K -$1.59M -30,057 -73%
KA
99
Kovack Advisors
Florida
$567K +$146K +2,808 +35%
SPC
100
Sigma Planning Corp
Michigan
$560K -$520K -9,993 -48%
2 3
4
5 6