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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
2
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
4
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
2
BlackRock
New York
$2.49B
3
Bank of America
3
Bank of America
North Carolina
$121M
4
LPL Financial
4
LPL Financial
California
$1.04B
5
CW
5
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
101
WealthShield Partners
North Carolina
$15M +$24.1K +552 +0.2%
SWM
102
Spire Wealth Management
Virginia
$15M +$3.24M +74,003 +28%
WA
103
Wealth Alliance
New York
$14.1M +$498K +11,403 +4%
SMM
104
Stadion Money Management
Georgia
$13.8M -$1.14M -26,149 -8%
SPIA
105
Steward Partners Investment Advisory
New York
$13.6M -$967K -22,121 -7%
OWM
106
Opes Wealth Management
California
$13.4M +$1.82M +41,541 +16%
9WM
107
9258 Wealth Management
Ohio
$13M +$228K +5,225 +2%
SFS
108
Security Financial Services
Indiana
$12.8M +$1.62M +36,961 +14%
LWM
109
Liberty Wealth Management
California
$12.5M -$1.93M -44,180 -13%
RIA
110
Regal Investment Advisors
Michigan
$12.4M +$492K +11,261 +4%
OWA
111
One Wealth Advisors
California
$12.4M -$601K -13,739 -5%
SHIM
112
Stone House Investment Management
Pennsylvania
$12.2M -$30.6M -701,094 -72%
WWA
113
WCG Wealth Advisors
Nevada
$11.9M +$886K +20,266 +8%
SB
114
Strategic Blueprint
Georgia
$11.7M +$849K +19,423 +8%
VNA
115
Valley National Advisers
Pennsylvania
$11.4M +$659K +15,071 +6%
Legacy Financial Group (Iowa)
116
Legacy Financial Group (Iowa)
Iowa
$11.2M +$1.38M +31,515 +14%
SSWM
117
Smith Salley Wealth Management
North Carolina
$10.8M +$241K +5,506 +2%
TVAMP
118
Tennessee Valley Asset Management Partners
Tennessee
$10.6M +$275K +6,289 +3%
PA
119
PFG Advisors
Arizona
$10.6M +$5.62M +128,542 +114%
WI
120
Wintrust Investments
Illinois
$10.5M -$953K -21,791 -8%
CWS
121
Cypress Wealth Services
California
$9.99M -$220K -5,042 -2%
DE
122
Day & Ennis
Georgia
$9.96M -$2.14M -48,984 -18%
HPM
123
Hoxton Planning & Management
West Virginia
$9.55M +$811K +18,561 +9%
FAIM
124
Financial Advocates Investment Management
Washington
$9.46M -$18M -90,422 -66%
TIA
125
Tiemann Investment Advisors
California
$9.29M +$1.92M +43,825 +26%
3 4
5
6 7