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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

243 hedge funds and large institutions have $5.32B invested in iShares Core Total USD Bond Market ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.31%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.43%
New
59
Increased
121
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.04B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$28.8M
3
UBS Group
3
UBS Group
Switzerland
$113M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$33.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$375M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$226M
2
Jane Street
2
Jane Street
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$251M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.2M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWMU
76
Caliber Wealth Management (Utah)
Utah
$3.24M +$3.24M +59,381 New
AI
77
Atria Investments
North Carolina
$3.14M +$3.14M +57,532 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.91M +$1.03M +18,879 +55%
KPWG
79
KFA Private Wealth Group
Virginia
$2.79M +$95.5K +1,750 +4%
NFP
80
Novak Financial Planning
Maryland
$2.77M +$2.77M +50,670 New
SWM
81
SVA Wealth Management
Wisconsin
$2.7M +$52.6K +964 +2%
BA
82
Bellwether Advisors
Nebraska
$2.51M +$2.51M +45,981 New
Comerica Bank
83
Comerica Bank
Texas
$2.46M +$179K +3,292 +8%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$2.43M +$339K +6,218 +16%
IWC
85
Integrated Wealth Concepts
Massachusetts
$2.2M -$18.1M -332,448 -89%
IAN
86
Integrated Advisors Network
Texas
$2.2M -$32.3K -591 -1%
EWF
87
Epstein & White Financial
California
$2.2M -$227K -4,158 -9%
BWA
88
BlueSky Wealth Advisors
North Carolina
$2.17M – – –
SI
89
Stephens Inc
Arkansas
$2.11M -$130K -2,390 -6%
VNA
90
Valley National Advisers
Pennsylvania
$2.1M +$2.1M +38,391 New
MML Investors Services
91
MML Investors Services
Massachusetts
$2.01M +$325K +5,945 +19%
1WM
92
1900 Wealth Management
Texas
$2M +$2M +36,688 New
RFM
93
Royal Fund Management
Florida
$1.98M +$877K +16,082 +79%
KAS
94
Kestra Advisory Services
Texas
$1.89M +$1.2M +22,034 +175%
TGAM
95
TBH Global Asset Management
Tennessee
$1.88M -$99.4K -1,821 -5%
CWM
96
Cahaba Wealth Management
Georgia
$1.65M +$8.3K +153 +0.5%
GM
97
GeoWealth Management
Illinois
$1.61M +$69.2K +1,271 +4%
CG
98
CFO4Life Group
Texas
$1.61M +$216K +3,952 +15%
JWCA
99
J.W. Cole Advisors
Florida
$1.6M +$636K +11,657 +66%
PJSIMP
100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M -$912K -16,800 -37%
2 3
4
5 6