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iShares Core Total USD Bond Market ETF

243 hedge funds and large institutions have $5.32B invested in iShares Core Total USD Bond Market ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.31%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.43%
New
59
Increased
121
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPA
101
Trivium Point Advisory
Connecticut
$1.53M +$145K +2,670 +10%
WANY
102
Wealthspire Advisors (New York)
New York
$1.51M +$1.51M +27,708 New
JAG
103
Journey Advisory Group
Kentucky
$1.43M +$1.43M +26,170 New
SS
104
Simplicity Solutions
Minnesota
$1.39M -$33K -604 -2%
AA
105
Ancora Advisors
Ohio
$1.38M +$1.32M +24,232 +2,366%
Deutsche Bank
106
Deutsche Bank
Germany
$1.36M -$116K -2,128 -8%
KWM
107
Kingsview Wealth Management
Oregon
$1.33M -$264K -4,834 -17%
MSAM
108
Moloney Securities Asset Management
Missouri
$1.29M -$300K -5,498 -19%
TFS
109
Thoroughbred Financial Services
Tennessee
$1.26M +$10.8K +197 +0.9%
ASN
110
Advisory Services Network
Georgia
$1.22M -$404K -7,407 -25%
EP
111
Eudaimonia Partners
Tennessee
$1.18M +$42.5K +779 +4%
MWM
112
MBE Wealth Management
Wisconsin
$1.16M +$10.2K +186 +0.9%
RPWA
113
Regent Peak Wealth Advisors
Georgia
$1.11M +$302K +5,540 +38%
PCM
114
Parsons Capital Management
Rhode Island
$1.09M +$52.3K +958 +5%
LRIA
115
Leonard Rickey Investment Advisors
Washington
$1.08M +$249K +4,554 +30%
FWP
116
FAS Wealth Partners
Kansas
$1.08M +$18.3K +335 +2%
HIP
117
HUB Investment Partners
Texas
$1.07M +$1.07M +19,609 New
AWE
118
Avidian Wealth Enterprises
Texas
$1.05M -$366K -6,699 -26%
PIMG
119
Patriot Investment Management Group
Tennessee
$1.04M -$1.15M -21,149 -53%
AWM
120
AE Wealth Management
Kansas
$963K -$22.7K -415 -2%
CFN
121
Cordasco Financial Network
Florida
$951K -$105K -1,920 -10%
JG
122
Jefferies Group
New York
$902K +$902K +16,529 New
VAM
123
Verity Asset Management
North Carolina
$879K +$65.9K +1,207 +8%
RC
124
RegentAtlantic Capital
New Jersey
$864K -$10.1K -185 -1%
CWA
125
Centennial Wealth Advisory
Michigan
$844K +$844K +15,463 New