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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.5B invested in iShares Core Total USD Bond Market ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
8.01%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
54
Increased
204
Reduced
179
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.91B
2
Wells Fargo
2
Wells Fargo
California
$1.44B
3
Jane Street
3
Jane Street
New York
$100M
4
LPL Financial
4
LPL Financial
California
$780M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$182M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$13.5M
2
5L
2
55I LLC
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$2.86B
4
Ameriprise
4
Ameriprise
Minnesota
$314M
5
UBS Group
5
UBS Group
Switzerland
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$13.5M +$13.5M +287,658 New
BCM
77
Brookstone Capital Management
Illinois
$12.9M -$1.29M -27,667 -9%
LWM
78
Liberty Wealth Management
California
$12.8M -$49.3K -1,054 -0.4%
Truist Financial
79
Truist Financial
North Carolina
$12.7M +$1.24M +26,419 +11%
FCA
80
FLC Capital Advisors
California
$12.6M +$80.7K +1,724 +0.6%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$12.4M +$7.36M +157,250 +147%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$12.3M -$6.2M -132,376 -34%
SWM
83
Spire Wealth Management
Virginia
$12.3M -$5.93M -126,719 -33%
DE
84
Day & Ennis
Georgia
$12.1M +$67.4K +1,439 +0.6%
SFS
85
Security Financial Services
Indiana
$12M +$1.15M +24,655 +11%
BHWM
86
Bay Harbor Wealth Management
Maryland
$11.6M -$833K -17,789 -7%
AF
87
Allworth Financial
California
$10.7M -$68.5M -1,462,521 -87%
OPS
88
Orion Portfolio Solutions
Nebraska
$10.7M +$3.46M +73,994 +48%
IWC
89
Integrated Wealth Concepts
Massachusetts
$10.6M +$2.47M +52,709 +30%
MA
90
Mutual Advisors
Nebraska
$10.2M -$2.04M -43,615 -17%
RCS
91
Retirement Capital Strategies
California
$9.99M -$5.98M -127,809 -37%
T
92
TCWP
Ohio
$9.92M +$582K +12,430 +6%
WP
93
WealthShield Partners
North Carolina
$9.7M +$974K +20,810 +11%
AAS
94
Avantax Advisory Services
Texas
$9.59M +$1.82M +38,823 +23%
SSWM
95
Smith Salley Wealth Management
North Carolina
$9.53M -$1.94M -41,407 -17%
SPIA
96
Steward Partners Investment Advisory
New York
$9.16M +$375K +8,015 +4%
BA
97
Bivin & Associates
Oklahoma
$8.99M +$1.69M +36,102 +23%
MPW
98
MA Private Wealth
California
$8.59M +$7.46M +158,858 +664%
AP
99
Agilis Partners
Massachusetts
$8.58M +$94.4K +2,017 +1%
BFA
100
BMS Financial Advisors
South Dakota
$8.5M -$2.49M -47,053 -23%
2 3
4
5 6