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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

128 hedge funds and large institutions have $3.78B invested in iShares Core Total USD Bond Market ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.81%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
20
Increased
60
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.57B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$96.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$92.5M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$9.4M
5
JSA
5
Jacobson & Schmitt Advisors
Wisconsin
$5.83M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$376M
3
Jane Street
3
Jane Street
New York
$1.32M
4
DWA
4
Divergent Wealth Advisors
Utah
$13.3M
5
Ameriprise
5
Ameriprise
Minnesota
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFG Advisory
Georgia
$220K +$220K +4,215 New
CWM
102
Cornerstone Wealth Management
Missouri
$216K +$367 +7 +0.2%
LFG
103
LifePlan Financial Group
Ohio
$171K – – –
SFS
104
Sowell Financial Services
Arkansas
$141K +$141K +2,682 New
FAAS
105
First Allied Advisory Services
California
$103K +$103K +1,964 New
FMP
106
Financial Management Professionals
Texas
$82K – – –
FHA
107
Flagship Harbor Advisors
Massachusetts
$81K – – –
GAM
108
Gemmer Asset Management
California
$79K +$79K +1,508 New
ASN
109
Advisory Services Network
Georgia
$76K – – –
PFO
110
Pathstone Family Office
New Jersey
$73K +$73K +1,399 New
WCG
111
Weaver Consulting Group
California
$70K – – –
IA
112
IFP Advisors
Florida
$65K +$65K +1,257 New
Citigroup
113
Citigroup
New York
$58K – – –
CJA
114
C-J Advisory
California
$53K – – –
HGWM
115
Harvest Group Wealth Management
Massachusetts
$40K +$12.8K +243 +47%
APA
116
American Portfolios Advisors
New York
$34.2K -$3.98K -76 -10%
GWM
117
Geneos Wealth Management
Colorado
$31K – – –
EK
118
Evensky & Katz
Florida
$26K +$26K +495 New
BL
119
Balentine LLC
Georgia
$24K +$24K +458 New
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
CAL
121
Capital Analysts LLC
Pennsylvania
$19K +$19K +374 New
AIC
122
Ameritas Investment Company
Nebraska
$18K +$18K +351 New
RFA
123
Reilly Financial Advisors
California
$9K – – –
CCM
124
Cribstone Capital Management
Maine
$9K +$9K +166 New
SBL
125
Sargent Bickham Lagudis
Colorado
$7K +$56 +1 +0.8%
2 3 4
5
6