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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

348 hedge funds and large institutions have $11.3B invested in iShares Core Total USD Bond Market ETF in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+105
Holders Change %
+43.21%
% of All Funds
6.13%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
0.72%
New
125
Increased
141
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.18B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$962M
3
Wells Fargo
3
Wells Fargo
California
$813M
4
BlackRock
4
BlackRock
New York
$2.38B
5
LPL Financial
5
LPL Financial
California
$429M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$9.1M
2
WC
2
Whitney & Co
New York
$592K
3
SL
3
Systelligence LLC
Minnesota
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
CCFM
5
Clear Creek Financial Management
Washington
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
101
Madison Wealth Partners
Wisconsin
$4.99M – – –
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$4.98M -$42.7K -809 -0.9%
SF
103
Summit Financial
New Jersey
$4.97M +$120K +2,277 +2%
PRS
104
Pinkerton Retirement Specialists
Idaho
$4.96M +$366K +6,938 +8%
SFO
105
Stokes Family Office
Louisiana
$4.88M +$4.88M +92,505 New
WWM
106
Windsor Wealth Management
Indiana
$4.78M +$903K +17,126 +23%
C
107
Clearshares
New York
$4.67M +$4.67M +88,518 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$4.65M -$799K -15,148 -15%
ONST
109
Old North State Trust
North Carolina
$4.6M -$1.11M -21,084 -19%
TWM
110
Tradition Wealth Management
Minnesota
$4.59M +$4.59M +87,080 New
I
111
INVST
Indiana
$4.58M +$4.58M +86,299 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$4.52M +$3.87M +73,264 +591%
LWM
113
Liberty Wealth Management
California
$4.47M – – –
HighTower Advisors
114
HighTower Advisors
Illinois
$4.36M +$4.36M +83,007 New
SLF
115
Sun Life Financial
Ontario, Canada
$4.17M -$1.73M -32,791 -29%
SXL
116
Summit X LLC
Missouri
$4.06M +$4.06M +77,159 New
TF
117
Trek Financial
Arizona
$3.98M +$3.98M +75,515 New
PWM
118
Perigon Wealth Management
California
$3.93M +$3.93M +74,552 New
CAM
119
Concorde Asset Management
Michigan
$3.73M +$3.73M +70,680 New
CA
120
Cetera Advisors
Colorado
$3.71M +$3M +56,820 +420%
ASN
121
Advisory Services Network
Georgia
$3.67M +$2.49M +47,244 +212%
TPA
122
Trivium Point Advisory
Connecticut
$3.62M +$2.12M +40,252 +142%
LW
123
Linscomb Wealth
Texas
$3.59M +$333K +6,305 +10%
PFM
124
Phillips Financial Management
Indiana
$3.51M +$127K +2,416 +4%
VWM
125
Venturi Wealth Management
Texas
$3.47M +$3.47M +65,787 New
3 4
5
6 7