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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
3
Ameriprise
Minnesota
$379M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$603M
5
Wells Fargo
5
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
MOS
2
MGO One Seven
Ohio
$598K
3
PAMG
3
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
4
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
5
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
76
TNF
Montana
$21.2M +$550K +12,103 +3%
I
77
INVST
Indiana
$21.2M +$3.85M +84,567 +22%
BCM
78
Brookstone Capital Management
Illinois
$21.1M -$188K -4,195 -0.9%
RA
79
RFG Advisory
Alabama
$20.6M -$3.79M -83,403 -16%
PWM
80
Perigon Wealth Management
California
$20.4M +$5.67M +124,774 +39%
BHWM
81
Bay Harbor Wealth Management
Maryland
$20.2M -$294K -6,465 -1%
IWC
82
Integrated Wealth Concepts
Massachusetts
$19.9M +$784K +17,249 +4%
FCM
83
Firestone Capital Management
Florida
$19.1M +$219K +4,829 +1%
EWP
84
Elevation Wealth Partners
California
$18.9M +$1.2M +25,539 +7%
MFG
85
Merit Financial Group
Georgia
$18.3M +$696K +15,313 +4%
GP
86
Girard Partners
Pennsylvania
$17.6M -$488K -10,736 -3%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$17.4M +$265K +5,824 +2%
ACA
88
Affinity Capital Advisors
California
$17.3M +$13M +286,144 +300%
FLA
89
Financial Life Advisors
Texas
$17.3M +$5.39M +118,440 +45%
APW
90
Austin Private Wealth
Texas
$17M +$1.21M +26,617 +8%
T
91
TCWP
Ohio
$16.8M -$1.27M -27,923 -7%
DADC
92
D.A. Davidson & Co
Montana
$16.3M -$26K -572 -0.2%
Corient Private Wealth
93
Corient Private Wealth
Florida
$15.6M +$557K +12,252 +4%
WP
94
WealthShield Partners
North Carolina
$15.6M +$1.3M +28,578 +9%
SMM
95
Stadion Money Management
Georgia
$15.6M -$37.4K -823 -0.2%
HighTower Advisors
96
HighTower Advisors
Illinois
$15.5M +$2.07M +45,514 +15%
SPIA
97
Steward Partners Investment Advisory
New York
$15.2M +$1.34M +29,389 +10%
LWM
98
Liberty Wealth Management
California
$15M +$768K +16,891 +5%
CIAS
99
CFS Investment Advisory Services
New Jersey
$14.9M -$672K -14,771 -4%
SL
100
Sentinus LLC
Illinois
$14.5M -$406K -8,931 -3%
2 3
4
5 6