IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.79B
3
GCM
G2 Capital Management
Ohio
$24.1M
4
Bank of America
Bank of America
North Carolina
$92M
5
LPL Financial
LPL Financial
California
$762M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
TWM
Thrive Wealth Management
Pennsylvania
$1.03M
4
RCS
Retirement Capital Strategies
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JJBC
101
James J. Burns & Company
New York
$8.31M +$8.31M +186,802 New
PWM
102
Perigon Wealth Management
California
$8.28M +$1.71M +38,439 +26%
AP
103
Agilis Partners
Massachusetts
$8.15M – – –
GC
104
Gilbert & Cook
Iowa
$8M +$8M +183,840 New
WA
105
Wealth Alliance
New York
$7.96M +$1.06M +23,843 +15%
BFA
106
BMS Financial Advisors
South Dakota
$7.92M +$780K +17,529 +11%
MPW
107
MA Private Wealth
California
$7.92M – – –
FPCG
108
Forum Private Client Group
Indiana
$7.91M +$379K +8,525 +5%
9WM
109
9258 Wealth Management
Ohio
$7.82M +$3.62M +81,297 +86%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$7.81M +$71K +1,636 +0.9%
I
111
INVST
Indiana
$7.7M +$623K +14,146 +9%
FCA
112
FLC Capital Advisors
California
$7.52M -$4.46M -100,134 -37%
C1AG
113
Client 1st Advisory Group
Florida
$7.42M -$68.1K -1,531 -0.9%
OWA
114
One Wealth Advisors
California
$7.05M +$144K +3,234 +2%
CWS
115
Cypress Wealth Services
California
$7.02M -$729K -16,474 -9%
T
116
TCWP
Ohio
$6.9M -$2.53M -56,855 -27%
PAG
117
Private Advisor Group
New Jersey
$6.9M +$1.32M +29,567 +24%
GFS
118
GYL Financial Synergies
Connecticut
$6.7M +$299K +6,729 +5%
KWS
119
Keystone Wealth Services
California
$6.69M +$198K +4,455 +3%
HighTower Advisors
120
HighTower Advisors
Illinois
$6.64M -$6.16M -138,571 -48%
CA
121
Cetera Advisors
Colorado
$6.42M +$70.5K +1,585 +1%
RIA
122
Regal Investment Advisors
Michigan
$6.31M +$604K +13,582 +11%
SWM
123
Spire Wealth Management
Virginia
$6.16M -$5.52M -124,013 -47%
WWG
124
West Wealth Group
California
$5.89M -$443K -9,947 -7%
TWM
125
Tradition Wealth Management
Minnesota
$5.85M +$1.67M +37,491 +40%
3 4
5
6 7