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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

166 hedge funds and large institutions have $4.07B invested in iShares Core Total USD Bond Market ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.28%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$1.65B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$115M
3
ONST
Old North State Trust
North Carolina
$15.8M
4
Morgan Stanley
Morgan Stanley
New York
$239M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$388M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$90.4M
2
ST
Spinnaker Trust
Maine
$68.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.9M
4
CI
CX Institutional
Indiana
$6.82M
5
SHIM
Stone House Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$559K +$16.8K +322 +3%
ECA
102
Elevated Capital Advisors
Utah
$535K +$535K +10,273 New
AWM
103
AE Wealth Management
Kansas
$512K +$512K +9,828 New
LNC
104
Lincoln National Corp
Pennsylvania
$496K +$85.4K +1,637 +21%
WP
105
WealthShield Partners
North Carolina
$453K -$162K -3,109 -26%
Prudential Financial
106
Prudential Financial
New Jersey
$452K -$9.47K -182 -2%
WA
107
Waverly Advisors
Alabama
$438K -$37.8K -717 -8%
Deutsche Bank
108
Deutsche Bank
Germany
$433K +$40K +767 +10%
DAS
109
Dynamic Advisor Solutions
Arizona
$432K +$59.2K +1,135 +16%
PWP
110
Personal Wealth Partners
Minnesota
$427K +$427K +8,200 New
BWA
111
Burt Wealth Advisors
Maryland
$391K +$11K +212 +3%
PFS
112
Prospera Financial Services
Texas
$381K +$85.3K +1,636 +29%
BAC
113
Boys Arnold & Co
North Carolina
$374K +$101K +1,930 +37%
CA
114
Cetera Advisors
Colorado
$361K +$141K +2,712 +64%
ASN
115
Advisory Services Network
Georgia
$361K +$285K +5,466 +374%
FFN
116
Focus Financial Network
Minnesota
$323K -$877K -16,833 -73%
JIP
117
Jaffetilchin Investment Partners
Florida
$308K +$308K +5,905 New
HFA
118
Huber Financial Advisors
Illinois
$307K +$2.92K +56 +1%
TI
119
tru Independence
Oregon
$302K +$302K +5,751 New
9WM
120
9258 Wealth Management
Ohio
$287K +$287K +5,515 New
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$283K +$283K +5,418 New
FNBT
122
FineMark National Bank & Trust
Florida
$276K +$276K +5,289 New
IA
123
IFG Advisory
Georgia
$268K +$48.5K +931 +22%
BFA
124
Beaumont Financial Advisors
Massachusetts
$264K – – –
MA
125
Mutual Advisors
Nebraska
$237K +$237K +4,554 New
3 4
5
6 7