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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
2
Wells Fargo
California
$1.36B
3
BlackRock
3
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
5
LPL Financial
California
$749M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$2.95M
2
UBS Group
2
UBS Group
Switzerland
$147M
3
EH
3
Equitable Holdings
New York
$0
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
101
Avidian Wealth Enterprises
Texas
$9.14M -$2.08M -41,961 -19%
BWP
102
Bernardo Wealth Planning
Pennsylvania
$9.1M +$1.32M +26,597 +17%
F
103
F3Logic
Minnesota
$9.1M +$2.85M +57,460 +45%
NL
104
NWAM LLC
Washington
$9.08M +$509K +10,256 +6%
AP
105
Agilis Partners
Massachusetts
$8.99M – – –
KCM
106
Karp Capital Management
California
$8.84M -$3.08M -61,998 -26%
IWC
107
Integrated Wealth Concepts
Massachusetts
$8.59M +$1.55M +31,277 +22%
C1AG
108
Client 1st Advisory Group
Florida
$8.48M +$1.27M +25,647 +18%
AAS
109
Avantax Advisory Services
Texas
$8.24M +$2.93M +59,068 +55%
PFA
110
Pettinga Financial Advisors
Indiana
$7.76M +$2.86M +57,612 +58%
BA
111
Bivin & Associates
Oklahoma
$7.74M -$115K -2,322 -1%
OPS
112
Orion Portfolio Solutions
Nebraska
$7.63M +$3.49M +70,416 +84%
OWA
113
One Wealth Advisors
California
$7.53M +$821K +16,547 +12%
TWM
114
Tradition Wealth Management
Minnesota
$7.28M +$1.61M +32,471 +28%
MFG
115
Merit Financial Group
Georgia
$7.2M +$7.2M +144,988 New
FPCG
116
Forum Private Client Group
Indiana
$7.05M +$7.05M +142,059 New
CA
117
Cetera Advisors
Colorado
$7M +$1.48M +29,872 +27%
KWS
118
Keystone Wealth Services
California
$7M +$1.4M +28,217 +25%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$6.84M -$7.29M -146,967 -52%
PAG
120
Private Advisor Group
New Jersey
$6.64M -$2.49M -50,104 -27%
CP
121
Capital Planning
Washington
$6.53M +$272K +5,490 +4%
CAN
122
Cetera Advisor Networks
California
$6.45M +$2.03M +40,911 +46%
WA
123
Wealth Alliance
New York
$6.41M +$1.44M +29,015 +29%
CWG
124
Crown Wealth Group
North Carolina
$6.36M +$2.13M +42,984 +50%
APW
125
Austin Private Wealth
Texas
$6.32M +$1.1M +22,231 +21%
3 4
5
6 7