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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

348 hedge funds and large institutions have $11.3B invested in iShares Core Total USD Bond Market ETF in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+105
Holders Change %
+43.21%
% of All Funds
6.13%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
0.72%
New
125
Increased
141
Reduced
54
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$962M
3
Wells Fargo
Wells Fargo
California
$813M
4
BlackRock
BlackRock
New York
$2.38B
5
LPL Financial
LPL Financial
California
$429M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.1M
2
WC
Whitney & Co
New York
$592K
3
SL
Systelligence LLC
Minnesota
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
CCFM
Clear Creek Financial Management
Washington
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
126
Advisory Resource Group
Oklahoma
$3.47M -$1.02M -19,301 -23%
AA
127
Ancora Advisors
Ohio
$3.41M +$2.07M +39,279 +156%
CWMU
128
Caliber Wealth Management (Utah)
Utah
$3.31M +$176K +3,343 +6%
PPP
129
Private Portfolio Partners
New Jersey
$3.13M +$2.83M +53,611 +924%
KPWG
130
KFA Private Wealth Group
Virginia
$2.89M +$189K +3,581 +7%
MWM
131
Mattern Wealth Management
Kansas
$2.84M -$3.73M -70,650 -57%
NFP
132
Novak Financial Planning
Maryland
$2.81M +$136K +2,582 +5%
F
133
F3Logic
Minnesota
$2.77M -$672K -12,771 -20%
SCA
134
Snowden Capital Advisors
New York
$2.76M +$2.76M +52,401 New
CW
135
CreativeOne Wealth
Kansas
$2.67M +$2.67M +50,649 New
RFM
136
Royal Fund Management
Florida
$2.65M +$736K +13,948 +38%
PIMG
137
Patriot Investment Management Group
Tennessee
$2.61M +$1.61M +30,448 +160%
BA
138
Bellwether Advisors
Nebraska
$2.56M +$131K +2,490 +5%
TAIM
139
TD Ameritrade Investment Management
Nebraska
$2.43M – – –
WANY
140
Wealthspire Advisors (New York)
New York
$2.43M +$967K +18,335 +66%
VNA
141
Valley National Advisers
Pennsylvania
$2.41M +$380K +7,208 +19%
Comerica Bank
142
Comerica Bank
Texas
$2.24M -$172K -3,234 -7%
AWE
143
Avidian Wealth Enterprises
Texas
$2.23M +$1.22M +23,044 +120%
SI
144
Stephens Inc
Arkansas
$2.22M +$177K +3,358 +9%
EWF
145
Epstein & White Financial
California
$2.15M +$20.5K +388 +1%
WIA
146
World Investment Advisors
California
$2.15M +$1.64M +30,931 +321%
VC
147
Veracity Capital
Georgia
$2.14M +$2.14M +40,610 New
BWA
148
BlueSky Wealth Advisors
North Carolina
$2.1M – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$2.09M +$2.09M +39,559 New
CG
150
CFO4Life Group
Texas
$2.04M +$479K +9,076 +31%
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