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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

380 hedge funds and large institutions have $13.6B invested in iShares Core Total USD Bond Market ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+32
Holders Change %
+9.2%
% of All Funds
6.63%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
61
Increased
215
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.8B
2
BlackRock
2
BlackRock
New York
$2.72B
3
Wells Fargo
3
Wells Fargo
California
$1.07B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$494M
5
LPL Financial
5
LPL Financial
California
$515M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$274M
2
Bank of America
2
Bank of America
North Carolina
$90.4M
3
CAN
3
Cetera Advisor Networks
California
$4.76M
4
VC
4
Vicus Capital
Pennsylvania
$0
5
UR
5
USCA RIA
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$4.74M +$1.02M +19,041 +27%
Truist Financial
127
Truist Financial
North Carolina
$4.58M -$1.97M -36,783 -30%
CAM
128
Concorde Asset Management
Michigan
$4.49M +$710K +13,273 +19%
C1AG
129
Client 1st Advisory Group
Florida
$4.44M +$4.44M +83,000 New
CCFM
130
Clear Creek Financial Management
Washington
$3.97M +$2.05M +38,395 +107%
ONST
131
Old North State Trust
North Carolina
$3.96M -$711K -13,287 -15%
LW
132
Linscomb Wealth
Texas
$3.94M +$295K +5,514 +8%
SCA
133
Snowden Capital Advisors
New York
$3.9M +$1.1M +20,552 +39%
RIA
134
Regal Investment Advisors
Michigan
$3.84M +$3.84M +71,743 New
PPP
135
Private Portfolio Partners
New Jersey
$3.82M +$643K +12,013 +20%
AA
136
Ancora Advisors
Ohio
$3.78M +$330K +6,162 +10%
PFM
137
Phillips Financial Management
Indiana
$3.78M +$215K +4,012 +6%
VWM
138
Venturi Wealth Management
Texas
$3.75M +$227K +4,244 +6%
CWS
139
Cypress Wealth Services
California
$3.61M -$1.87M -34,911 -34%
C
140
Clearshares
New York
$3.52M -$1.21M -22,707 -26%
TAIM
141
TD Ameritrade Investment Management
Nebraska
$3.43M +$1.05M +19,566 +44%
RFM
142
Royal Fund Management
Florida
$3.27M +$581K +10,867 +22%
AAS
143
Avantax Advisory Services
Texas
$3.08M +$1.67M +31,252 +118%
KPWG
144
KFA Private Wealth Group
Virginia
$3.05M +$119K +2,233 +4%
WA
145
Wealth Alliance
New York
$3.02M +$1.77M +33,064 +142%
WANY
146
Wealthspire Advisors (New York)
New York
$2.95M +$488K +9,122 +20%
CWA
147
Clearview Wealth Advisors
Oregon
$2.94M +$2.94M +54,981 New
TPWA
148
TRUE Private Wealth Advisors
Oregon
$2.87M +$1.37M +25,661 +91%
NFP
149
Novak Financial Planning
Maryland
$2.85M -$1.44K -27 -0.1%
ARG
150
Advisory Resource Group
Oklahoma
$2.83M -$688K -12,862 -20%
4 5
6
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