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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

403 hedge funds and large institutions have $13.9B invested in iShares Core Total USD Bond Market ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
7.08%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.86%
New
44
Increased
238
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.03B
2
BlackRock
BlackRock
New York
$2.93B
3
LPL Financial
LPL Financial
California
$578M
4
Wells Fargo
Wells Fargo
California
$1.12B
5
Morgan Stanley
Morgan Stanley
New York
$594M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$1.43M
2
Ameriprise
Ameriprise
Minnesota
$240M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
OBWG
Onyx Bridge Wealth Group
New York
$822K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$4.91M +$2.26M +42,535 +86%
WA
127
Wealth Alliance
New York
$4.86M +$1.86M +34,952 +62%
CAM
128
Concorde Asset Management
Michigan
$4.63M +$164K +3,085 +4%
AAS
129
Avantax Advisory Services
Texas
$4.58M +$1.51M +28,313 +49%
CA
130
Corrado Advisors
New Jersey
$4.55M -$521K -9,780 -10%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$4.55M -$516K -9,691 -10%
SL
132
SWMG LLC
Texas
$4.5M -$891K -16,738 -17%
ASN
133
Advisory Services Network
Georgia
$4.49M -$224K -4,209 -5%
PPP
134
Private Portfolio Partners
New Jersey
$4.28M +$474K +8,912 +12%
SLF
135
Sun Life Financial
Ontario, Canada
$4.25M -$3.48M -65,445 -45%
LW
136
Linscomb Wealth
Texas
$4.03M +$107K +2,017 +3%
RIA
137
Regal Investment Advisors
Michigan
$4.01M +$191K +3,588 +5%
PFM
138
Phillips Financial Management
Indiana
$3.91M +$154K +2,901 +4%
AA
139
Ancora Advisors
Ohio
$3.82M +$60.4K +1,134 +2%
RFM
140
Royal Fund Management
Florida
$3.82M +$568K +10,677 +17%
MBT
141
Montecito Bank & Trust
California
$3.8M +$1.48M +27,716 +63%
WWM
142
WJ Wealth Management
Arizona
$3.79M +$3.41M +63,961 +908%
OPS
143
Orion Portfolio Solutions
Nebraska
$3.7M +$2.81M +52,783 +315%
RSWM
144
Robertson Stephens Wealth Management
California
$3.67M +$1.09M +20,557 +42%
SCA
145
Snowden Capital Advisors
New York
$3.59M -$291K -5,463 -7%
C
146
Clearshares
New York
$3.59M +$87.5K +1,644 +2%
VWM
147
Venturi Wealth Management
Texas
$3.51M -$217K -4,079 -6%
Comerica Bank
148
Comerica Bank
Texas
$3.33M +$691K +13,079 +26%
CCFM
149
Clear Creek Financial Management
Washington
$3.32M -$627K -11,772 -16%
SPC
150
Sigma Planning Corp
Michigan
$3.29M +$796K +14,946 +32%
4 5
6
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