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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

524 hedge funds and large institutions have $21.2B invested in iShares Core Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 138 reducing their positions, and 40 closing their positions.

Holders
524
Holders Change
+50
Holders Change %
+10.55%
% of All Funds
8.45%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.24%
New
101
Increased
249
Reduced
138
Closed
40
Calls
$683K
Puts
–
Net Calls
+$683K
Net Calls Change
+$1.32M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.51B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.51B
3
BlackRock
3
BlackRock
New York
$3.09B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$154M
5
LPL Financial
5
LPL Financial
California
$900M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$82.5M
3
IDA
3
Intelligence Driven Advisers
California
$555K
4
GCM
4
G2 Capital Management
Ohio
$0
5
WF
5
Williams Financial
Vermont
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HPM
101
Hoxton Planning & Management
West Virginia
$10.4M 231,696 +231,696 New
PWM
102
Perigon Wealth Management
California
$10.4M 231,193 +45,046 +24%
WA
103
Wealth Alliance
New York
$10.1M 224,664 +45,787 +26%
SFS
104
Security Financial Services
Indiana
$9.88M 219,861 -10,910 -5%
SSWM
105
Smith Salley Wealth Management
North Carolina
$9.84M 218,991 +7,346 +3%
BOH
106
Bank of Hawaii
Hawaii
$9.83M 218,771 +218,771 New
HPC
107
Hobart Private Capital
North Carolina
$9.25M 205,932 -1,450 -0.7%
DE
108
Day & Ennis
Georgia
$8.93M 198,805 -65,521 -25%
RIA
109
Regal Investment Advisors
Michigan
$8.81M 196,186 +54,352 +38%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$8.78M 195,501 +15,659 +9%
MA
111
Mutual Advisors
Nebraska
$8.34M 185,696 -73,310 -28%
BFA
112
BMS Financial Advisors
South Dakota
$8.34M 157,569 -20,502 -12%
VNA
113
Valley National Advisers
Pennsylvania
$8.33M 180,839 +107,673 +147%
FPCG
114
Forum Private Client Group
Indiana
$8.21M 182,625 +4,990 +3%
CWS
115
Cypress Wealth Services
California
$8.08M 179,928 +21,256 +13%
Charles Schwab
116
Charles Schwab
California
$7.68M 170,918 +156,906 +1,120%
KWS
117
Keystone Wealth Services
California
$7.58M 168,744 +18,398 +12%
CWM
118
Centurion Wealth Management
Virginia
$7.51M 167,152 +167,152 New
JJBC
119
James J. Burns & Company
New York
$7.51M 167,141 -19,661 -11%
C1AG
120
Client 1st Advisory Group
Florida
$7.49M 166,627 -165 -0.1%
NL
121
NWAM LLC
Washington
$7.2M 160,334 -52,943 -25%
WWG
122
West Wealth Group
California
$7.12M 158,411 +26,105 +20%
CC
123
Copperleaf Capital
North Carolina
$6.88M 153,053 +28,410 +23%
SL
124
SWMG LLC
Texas
$6.6M 146,922 +45,223 +44%
ARG
125
Advisory Resource Group
Oklahoma
$6.23M 138,592 +37,308 +37%
3 4
5
6 7