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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

465 hedge funds and large institutions have $15.6B invested in iShares Core Total USD Bond Market ETF in 2021 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 215 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+62
Holders Change %
+15.38%
% of All Funds
7.18%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
0.88%
New
103
Increased
215
Reduced
106
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.16B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.25B
3
Ameriprise
3
Ameriprise
Minnesota
$382M
4
JC
4
JB Capital
Connecticut
$73.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.06B

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$574K
3
CA
3
Calton & Associates
Florida
$3.45M
4
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$2.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$581M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Bivin & Associates
Oklahoma
$8.38M +$8.38M +158,321 New
BWP
102
Bernardo Wealth Planning
Pennsylvania
$8.3M +$452K +8,542 +6%
T
103
TCWP
Ohio
$8.04M +$8.04M +151,970 New
SPIA
104
Steward Partners Investment Advisory
New York
$7.98M +$50.3K +950 +0.6%
C1AG
105
Client 1st Advisory Group
Florida
$7.69M +$1.35M +25,525 +21%
EPP
106
ETF Portfolio Partners
Kansas
$7.69M +$258K +4,882 +3%
PWM
107
Perigon Wealth Management
California
$7.52M +$201K +3,807 +3%
IWC
108
Integrated Wealth Concepts
Massachusetts
$7.51M +$1.66M +31,392 +28%
SFS
109
Security Financial Services
Indiana
$7.45M +$7.45M +140,713 New
WP
110
WealthShield Partners
North Carolina
$7.45M +$1.17M +22,049 +19%
PAMG
111
Patton Albertson Miller Group
Tennessee
$7.35M +$7.35M +138,885 New
I
112
INVST
Indiana
$7.2M +$1.96M +38,679 +37%
OWA
113
One Wealth Advisors
California
$7.15M +$3.98M +75,181 +126%
F
114
F3Logic
Minnesota
$6.68M +$337K +6,375 +5%
CP
115
Capital Planning
Washington
$6.67M -$28.1K -531 -0.4%
CC
116
Corsicana & Co
Texas
$6.62M -$2.51M -47,349 -27%
CWS
117
Cypress Wealth Services
California
$6.39M +$1.1M +20,797 +21%
VFM
118
Vivid Financial Management
California
$6.31M +$1.15M +21,756 +22%
HIM
119
HawsGoodwin Investment Management
Tennessee
$6.26M -$1.15M -21,664 -15%
TWM
120
Tradition Wealth Management
Minnesota
$6.05M +$60.5K +1,143 +1%
BCA
121
Biltmore Capital Advisors
New Jersey
$6.05M -$639K -12,071 -10%
LPP
122
Life Planning Partners
Florida
$5.99M +$5.99M +112,510 New
SF
123
Summit Financial
New Jersey
$5.98M +$116K +2,200 +2%
KWS
124
Keystone Wealth Services
California
$5.97M +$5.97M +112,839 New
CA
125
Cetera Advisors
Colorado
$5.89M +$173K +3,275 +3%
3 4
5
6 7