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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

166 hedge funds and large institutions have $4.07B invested in iShares Core Total USD Bond Market ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.28%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$89.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.7M
3
ONST
Old North State Trust
North Carolina
+$15.8M
4
Morgan Stanley
Morgan Stanley
New York
+$15.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.3M
2
ST
Spinnaker Trust
Maine
-$8.65M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.99M
4
CI
CX Institutional
Indiana
-$4.04M
5
SHIM
Stone House Investment Management
Pennsylvania
-$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
126
LVZ Inc
Michigan
$230K +$230K +4,415 New
LIM
127
Leavell Investment Management
Alabama
$211K +$211K +4,049 New
CS
128
Comerica Securities
Michigan
$209K +$209K +4,006 New
CIBC World Market
129
CIBC World Market
Ontario, Canada
$208K -$31.2K -600 -13%
SWP
130
Stratos Wealth Partners
Ohio
$205K +$205K +3,936 New
HPC
131
Hobart Private Capital
North Carolina
$203K +$203K +3,891 New
LFG
132
LifePlan Financial Group
Ohio
$170K – – –
CBT
133
Capital Bank & Trust
California
$138K +$138K +2,639 New
SFS
134
Sowell Financial Services
Arkansas
$136K -$4.02K -77 -3%
GWM
135
Geneos Wealth Management
Colorado
$101K +$69.9K +1,346 +224%
Citigroup
136
Citigroup
New York
$91K +$33.5K +640 +58%
FMP
137
Financial Management Professionals
Texas
$82K – – –
FHA
138
Flagship Harbor Advisors
Massachusetts
$81K – – –
GAM
139
Gemmer Asset Management
California
$76K -$2.71K -52 -3%
CA
140
CXI Advisors
Indiana
$71K +$71K +1,371 New
RFM
141
Royal Fund Management
Florida
$65K +$65K +1,250 New
WCG
142
Weaver Consulting Group
California
$58K -$13.4K -254 -19%
AIM
143
Astor Investment Management
Illinois
$56K +$56K +1,089 New
AA
144
Ancora Advisors
Ohio
$53K +$53K +1,024 New
IA
145
IFP Advisors
Florida
$52K -$12.5K -244 -19%
GG
146
Gleason Group
Kentucky
$39K +$39K +757 New
APA
147
American Portfolios Advisors
New York
$34K – – –
EK
148
Evensky & Katz
Florida
$25K -$621 -12 -2%
BL
149
Balentine LLC
Georgia
$24K +$156 +3 +0.7%
SFSG
150
Sound Financial Strategies Group
Mississippi
$24K +$24K +467 New
4 5
6
7 8