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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.12%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$12.6M 273,662 +146,124 +115%
RIA
102
Regal Investment Advisors
Michigan
$12.4M 268,088 +71,902 +37%
FLA
103
Financial Life Advisors
Texas
$12.1M 262,862 -113,419 -30%
OWA
104
One Wealth Advisors
California
$11.9M 258,632 +9,043 +4%
9WM
105
9258 Wealth Management
Ohio
$11.7M 254,433 +19,411 +8%
MA
106
Mutual Advisors
Nebraska
$11.6M 251,591 +65,895 +35%
DE
107
Day & Ennis
Georgia
$11.6M 251,489 +52,684 +27%
CC
108
Copperleaf Capital
North Carolina
$11.3M 245,381 +92,328 +60%
NL
109
NWAM LLC
Washington
$10.7M 232,795 +72,461 +45%
CWS
110
Cypress Wealth Services
California
$10.7M 232,192 +52,264 +29%
SSWM
111
Smith Salley Wealth Management
North Carolina
$10.6M 229,763 +10,772 +5%
HPM
112
Hoxton Planning & Management
West Virginia
$10.3M 224,114 -7,582 -3%
SFS
113
Security Financial Services
Indiana
$10.3M 222,689 +2,828 +1%
FRA
114
FFG Retirement Advisors
Colorado
$10.1M 218,756 +126,486 +137%
TWM
115
Tradition Wealth Management
Minnesota
$9.65M 209,121 +81,003 +63%
BFA
116
BMS Financial Advisors
South Dakota
$9.52M 206,384 +48,815 +31%
OWM
117
Opes Wealth Management
California
$9.49M 205,691 +69,042 +51%
CWM
118
Centurion Wealth Management
Virginia
$9.45M 204,786 +37,634 +23%
VNA
119
Valley National Advisers
Pennsylvania
$9.31M 202,120 +21,281 +12%
LSIA
120
LaSalle St. Investment Advisors
Illinois
$9.2M 199,398 +89,430 +81%
BWP
121
Bernardo Wealth Planning
Pennsylvania
$9.11M 197,484 +1,983 +1%
SB
122
Strategic Blueprint
Georgia
$9.11M 197,345 +81,242 +70%
BOH
123
Bank of Hawaii
Hawaii
$8.92M 193,386 -25,385 -12%
FPCG
124
Forum Private Client Group
Indiana
$8.87M 192,307 +9,682 +5%
PO
125
Private Ocean
California
$8.79M 190,540 +190,540 New
3 4
5
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