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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
BlackRock
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
LPL Financial
California
$749M

Top Sellers

1
ST
Spinnaker Trust
Maine
$2.95M
2
UBS Group
UBS Group
Switzerland
$147M
3
EH
Equitable Holdings
New York
$0
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Regal Investment Advisors
Michigan
$6.16M +$1.65M +33,243 +37%
MIAN
127
Mariner Independent Advisor Network
Kansas
$6.15M +$2.84M +57,397 +86%
I
128
INVST
Indiana
$6.15M -$553K -11,733 -8%
SWM
129
Scissortail Wealth Management
Oklahoma
$5.91M +$1.12M +23,665 +23%
TF
130
Trek Financial
Arizona
$5.71M +$466K +9,380 +9%
LPP
131
Life Planning Partners
Florida
$5.68M +$98.2K +1,980 +2%
PPP
132
Private Portfolio Partners
New Jersey
$5.61M +$1.46M +29,399 +35%
IWP
133
Insight Wealth Partners
Texas
$5.57M -$3.47M -69,859 -38%
CWA
134
Clearview Wealth Advisors
Oregon
$5.49M +$1.13M +22,704 +26%
SL
135
SWMG LLC
Texas
$5.32M +$1.01M +20,393 +23%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$5.31M -$9.53K -192 -0.2%
ASN
137
Advisory Services Network
Georgia
$5.3M +$706K +14,227 +15%
SXL
138
Summit X LLC
Missouri
$5.27M +$417K +8,417 +9%
AT
139
American Trust
Kentucky
$5.21M +$5.21M +104,994 New
IA
140
IFP Advisors
Florida
$5.14M +$2.79M +56,592 +119%
WA
141
Wealthstar Advisors
Texas
$5.09M -$28.3K -570 -0.6%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$5.04M +$2.31M +48,456 +85%
WWM
143
Windsor Wealth Management
Indiana
$5.03M +$2.77K +57 +0.1%
RFM
144
Royal Fund Management
Florida
$4.69M +$567K +11,424 +14%
RSWM
145
Robertson Stephens Wealth Management
California
$4.39M +$800K +16,117 +22%
SF
146
Summit Financial
New Jersey
$4.35M -$1.25M -25,262 -22%
NCM
147
Northwest Capital Management
Oregon
$4.33M +$713K +14,371 +20%
VWM
148
Venturi Wealth Management
Texas
$4.29M +$1.11M +22,431 +35%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$4.27M +$2.88M +58,119 +208%
SCA
150
Snowden Capital Advisors
New York
$4.26M +$467K +9,415 +12%
4 5
6
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