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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

182 hedge funds and large institutions have $4.27B invested in iShares Core Total USD Bond Market ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
4.02%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.46%
New
37
Increased
70
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$180M
2
Ameriprise
2
Ameriprise
Minnesota
$178M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M
4
SL
4
Systelligence LLC
Minnesota
$18.6M
5
Jane Street
5
Jane Street
New York
$11M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.61B
2
ST
2
Spinnaker Trust
Maine
$35.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$367M
4
DWA
4
Divergent Wealth Advisors
Utah
$4.2M
5
RPWA
5
Regent Peak Wealth Advisors
Georgia
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$283K +$283K +5,388 New
IA
127
IFG Advisory
Georgia
$281K +$11.2K +214 +4%
BFA
128
Beaumont Financial Advisors
Massachusetts
$266K – – –
SWP
129
Stratos Wealth Partners
Ohio
$239K +$32.5K +619 +16%
HPC
130
Hobart Private Capital
North Carolina
$235K +$30.2K +576 +15%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$234K +$23.7K +450 +11%
VC
132
Vicus Capital
Pennsylvania
$232K +$232K +4,419 New
FFN
133
Focus Financial Network
Minnesota
$223K -$102K -1,934 -31%
MA
134
Mutual Advisors
Nebraska
$221K -$18.2K -346 -8%
LIM
135
Leavell Investment Management
Alabama
$213K – – –
PPP
136
Private Portfolio Partners
New Jersey
$207K +$207K +3,933 New
LFG
137
LifePlan Financial Group
Ohio
$163K -$8.04K -153 -5%
IA
138
IFP Advisors
Florida
$148K +$96.5K +1,900 +188%
GWM
139
Geneos Wealth Management
Colorado
$141K +$39.3K +751 +39%
SFS
140
Sowell Financial Services
Arkansas
$139K +$1.84K +35 +1%
PB
141
Pinnacle Bancorp
Nebraska
$116K +$116K +2,218 New
EK
142
Evensky & Katz
Florida
$113K +$87.7K +1,673 +346%
WIM
143
Westside Investment Management
California
$109K +$109K +75,422 New
Citigroup
144
Citigroup
New York
$97K +$5.27K +100 +6%
FMP
145
Financial Management Professionals
Texas
$83K – – –
FHA
146
Flagship Harbor Advisors
Massachusetts
$82K – – –
PA
147
Parallel Advisors
California
$81K -$1.62M -30,972 -95%
GAM
148
Gemmer Asset Management
California
$76K – – –
JFA
149
JNBA Financial Advisors
Minnesota
$60K +$60K +1,150 New
WCG
150
Weaver Consulting Group
California
$58K – – –
4 5
6
7 8