IUSB icon

iShares Core Total USD Bond Market ETF

474 hedge funds and large institutions have $16.5B invested in iShares Core Total USD Bond Market ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-3
Holders Change %
-0.63%
% of All Funds
8.01%
Holding in Top 10
61
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.58%
% of All Funds
1.03%
New
54
Increased
204
Reduced
179
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
101
Bernardo Wealth Planning
Pennsylvania
$8.34M -$244K -5,216 -3%
VNA
102
Valley National Advisers
Pennsylvania
$8.29M +$6.87M +146,650 +481%
APW
103
Austin Private Wealth
Texas
$8.21M +$2.25M +48,020 +38%
CWS
104
Cypress Wealth Services
California
$8.2M -$948K -20,252 -10%
FPCG
105
Forum Private Client Group
Indiana
$7.92M +$1.27M +27,051 +19%
C1AG
106
Client 1st Advisory Group
Florida
$7.88M -$120K -2,556 -1%
I
107
INVST
Indiana
$7.65M +$1.44M +30,176 +23%
OWA
108
One Wealth Advisors
California
$7.27M +$170K +3,634 +2%
WA
109
Wealth Alliance
New York
$7.26M +$1.21M +25,795 +20%
SWA
110
Stratos Wealth Advisors
Ohio
$7.02M -$3.58M -76,479 -34%
PWM
111
Perigon Wealth Management
California
$6.92M -$2.96M -63,196 -30%
KWS
112
Keystone Wealth Services
California
$6.83M +$226K +4,835 +3%
CAN
113
Cetera Advisor Networks
California
$6.82M +$744K +15,885 +12%
NL
114
NWAM LLC
Washington
$6.78M -$1.85M -39,205 -21%
GFS
115
GYL Financial Synergies
Connecticut
$6.73M +$5.46M +116,529 +428%
CA
116
Cetera Advisors
Colorado
$6.68M +$69.2K +1,479 +1%
WWG
117
West Wealth Group
California
$6.66M -$2.6M -55,535 -28%
VWA
118
Visionary Wealth Advisors
Illinois
$6.22M -$8.49M -181,274 -58%
OWM
119
Opes Wealth Management
California
$6.08M -$2.96M -63,116 -33%
RIA
120
Regal Investment Advisors
Michigan
$6.01M +$191K +4,072 +3%
PAG
121
Private Advisor Group
New Jersey
$5.88M -$387K -8,271 -6%
GP
122
Girard Partners
Pennsylvania
$5.52M +$5.52M +117,932 New
TF
123
Trek Financial
Arizona
$5.39M +$2.44K +52 +0%
TPWA
124
TRUE Private Wealth Advisors
Oregon
$5.35M +$403K +8,614 +8%
SWM
125
Scissortail Wealth Management
Oklahoma
$5.34M -$1.25M -23,665 -19%