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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
2
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
4
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
2
BlackRock
New York
$2.49B
3
Bank of America
3
Bank of America
North Carolina
$121M
4
LPL Financial
4
LPL Financial
California
$1.04B
5
CW
5
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
76
INVST
Indiana
$21.4M +$1.07M +24,518 +5%
TF
77
Trek Financial
Arizona
$21.2M -$5.59M -127,822 -21%
OAP
78
One Advisory Partners
Kansas
$20.6M -$720K -16,464 -3%
WF
79
Williams Financial
Vermont
$20M -$5.2M -118,843 -21%
SFO
80
Stokes Family Office
Louisiana
$19.8M -$3.03M -69,236 -13%
KFSC
81
Keystone Financial Services (Colorado)
Colorado
$19.5M -$1.35M -30,788 -6%
EWP
82
Elevation Wealth Partners
California
$19.3M +$1.72M +39,245 +10%
T
83
TNF
Montana
$19M -$884K -20,750 -4%
BCM
84
Brookstone Capital Management
Illinois
$18.8M -$1.29M -30,173 -6%
MFG
85
Merit Financial Group
Georgia
$18.7M +$1.09M +24,912 +6%
FFA
86
Farther Finance Advisors
California
$18M +$5.2M +118,930 +41%
GP
87
Girard Partners
Pennsylvania
$18M +$1.06M +24,271 +6%
FCM
88
Firestone Capital Management
Florida
$17.9M -$449K -10,272 -2%
FLA
89
Financial Life Advisors
Texas
$17.8M +$1.15M +26,302 +7%
IWC
90
Integrated Wealth Concepts
Massachusetts
$17.7M -$1.48M -33,928 -8%
BHWM
91
Bay Harbor Wealth Management
Maryland
$17.6M -$1.81M -41,433 -9%
CIAS
92
CFS Investment Advisory Services
New Jersey
$16.8M +$2.56M +58,512 +18%
PWM
93
Perigon Wealth Management
California
$16.6M -$2.98M -68,252 -15%
HighTower Advisors
94
HighTower Advisors
Illinois
$16.5M +$1.62M +36,984 +11%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$16.1M -$699K -15,993 -4%
DADC
96
D.A. Davidson & Co
Montana
$15.7M -$8.61K -197 -0.1%
APW
97
Austin Private Wealth
Texas
$15.6M -$718K -16,424 -4%
Corient Private Wealth
98
Corient Private Wealth
Florida
$15.5M +$487K +11,135 +3%
RA
99
RFG Advisory
Alabama
$15.3M -$4.55M -104,166 -23%
KV
100
Kickstand Ventures
New York
$15.2M +$15.2M +348,063 New
2 3
4
5 6