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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
3
Ameriprise
Minnesota
$379M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$603M
5
Wells Fargo
5
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
MOS
2
MGO One Seven
Ohio
$598K
3
PAMG
3
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
4
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
5
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
Wealth Alliance
New York
$14.1M +$500K +11,004 +4%
OWA
102
One Wealth Advisors
California
$13.5M +$1.74M +38,269 +15%
FFA
103
Farther Finance Advisors
California
$13.3M +$5.23M +114,952 +65%
9WM
104
9258 Wealth Management
Ohio
$13.3M +$1.72M +37,932 +15%
CC
105
Copperleaf Capital
North Carolina
$12.7M +$1.57M +34,447 +14%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$12.6M -$3.76M -82,774 -23%
DE
107
Day & Ennis
Georgia
$12.6M +$1.15M +25,294 +10%
RIA
108
Regal Investment Advisors
Michigan
$12.4M +$216K +4,757 +2%
SWM
109
Spire Wealth Management
Virginia
$12.2M -$222K -4,874 -2%
OWM
110
Opes Wealth Management
California
$12.1M +$2.72M +59,786 +29%
WI
111
Wintrust Investments
Illinois
$11.9M +$11.9M +261,594 New
SFS
112
Security Financial Services
Indiana
$11.7M +$1.53M +33,616 +15%
WWA
113
WCG Wealth Advisors
Nevada
$11.5M +$11.5M +252,792 New
SB
114
Strategic Blueprint
Georgia
$11.2M +$2.27M +49,865 +25%
VNA
115
Valley National Advisers
Pennsylvania
$11.2M +$2.02M +44,498 +22%
SSWM
116
Smith Salley Wealth Management
North Carolina
$11M +$552K +12,135 +5%
FRA
117
FFG Retirement Advisors
Colorado
$10.9M +$976K +21,469 +10%
TVAMP
118
Tennessee Valley Asset Management Partners
Tennessee
$10.8M +$10.8M +236,976 New
CWS
119
Cypress Wealth Services
California
$10.6M +$62.8K +1,382 +0.6%
MA
120
Mutual Advisors
Nebraska
$10.5M -$947K -20,817 -8%
Legacy Financial Group (Iowa)
121
Legacy Financial Group (Iowa)
Iowa
$10.2M +$4.47M +98,235 +77%
KWS
122
Keystone Wealth Services
California
$9.92M +$2.06M +45,292 +26%
TWM
123
Tradition Wealth Management
Minnesota
$9.65M +$144K +3,161 +2%
FPCG
124
Forum Private Client Group
Indiana
$9.65M +$906K +19,925 +10%
PAG
125
Private Advisor Group
New Jersey
$9.58M +$1.39M +30,672 +17%
3 4
5
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