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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 $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.79B
3
GCM
G2 Capital Management
Ohio
$24.1M
4
Bank of America
Bank of America
North Carolina
$92M
5
LPL Financial
LPL Financial
California
$762M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
TWM
Thrive Wealth Management
Pennsylvania
$1.03M
4
RCS
Retirement Capital Strategies
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
76
Bay Harbor Wealth Management
Maryland
$13.6M +$2.54M +56,971 +23%
LWM
77
Liberty Wealth Management
California
$13.4M +$1.26M +28,354 +10%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$13M -$813K -18,279 -6%
Truist Financial
79
Truist Financial
North Carolina
$13M +$838K +18,833 +7%
TF
80
Trek Financial
Arizona
$12.9M +$7.76M +174,288 +151%
OPS
81
Orion Portfolio Solutions
Nebraska
$12.1M +$1.99M +44,726 +20%
IWC
82
Integrated Wealth Concepts
Massachusetts
$12M +$1.96M +44,072 +20%
BCM
83
Brookstone Capital Management
Illinois
$12M -$280K -6,361 -2%
SMG
84
Spectrum Management Group
Indiana
$11.9M +$11.7M +262,882 +6,691%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$11.8M -$3.13M -70,239 -21%
DE
86
Day & Ennis
Georgia
$11.8M +$245K +5,511 +2%
SL
87
Sentinus LLC
Illinois
$11.6M +$11.6M +253,238 New
MA
88
Mutual Advisors
Nebraska
$11.5M +$1.86M +41,857 +19%
AAS
89
Avantax Advisory Services
Texas
$10.9M +$1.79M +40,136 +20%
OWM
90
Orgel Wealth Management
Wisconsin
$10.9M +$10.9M +244,463 New
SFS
91
Security Financial Services
Indiana
$10.3M -$1.16M -26,020 -10%
WP
92
WealthShield Partners
North Carolina
$9.83M +$610K +13,701 +7%
CAN
93
Cetera Advisor Networks
California
$9.62M +$3.14M +70,494 +48%
NL
94
NWAM LLC
Washington
$9.49M +$3.09M +69,503 +48%
SSWM
95
Smith Salley Wealth Management
North Carolina
$9.42M +$357K +8,027 +4%
APW
96
Austin Private Wealth
Texas
$9.34M +$1.54M +34,560 +20%
HPC
97
Hobart Private Capital
North Carolina
$9.23M -$5.73M -128,709 -38%
MFG
98
Merit Financial Group
Georgia
$9.16M -$6.02M -135,264 -40%
SPIA
99
Steward Partners Investment Advisory
New York
$8.96M +$250K +5,625 +3%
OWM
100
Opes Wealth Management
California
$8.85M +$3.07M +69,028 +53%
2 3
4
5 6