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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.79B
3
GCM
G2 Capital Management
Ohio
$24.1M
4
Bank of America
Bank of America
North Carolina
$92M
5
LPL Financial
LPL Financial
California
$762M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
TWM
Thrive Wealth Management
Pennsylvania
$1.03M
4
RCS
Retirement Capital Strategies
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
126
Visionary Wealth Advisors
Illinois
$5.79M -$120K -2,688 -2%
MIAN
127
Mariner Independent Advisor Network
Kansas
$5.69M +$1.52M +34,252 +37%
CC
128
Copperleaf Capital
North Carolina
$5.55M +$5.55M +124,643 New
GP
129
Girard Partners
Pennsylvania
$5.52M +$274K +6,155 +5%
IA
130
IFP Advisors
Florida
$5.3M +$67.7K +1,348 +1%
TPWA
131
TRUE Private Wealth Advisors
Oregon
$5.14M +$55.6K +1,249 +1%
IWP
132
Insight Wealth Partners
Texas
$5.11M +$226K +5,076 +5%
PIMG
133
Patriot Investment Management Group
Tennessee
$5.02M +$570K +12,815 +13%
LPP
134
Life Planning Partners
Florida
$4.99M -$82.9K -1,863 -2%
ASN
135
Advisory Services Network
Georgia
$4.96M +$113K +2,539 +2%
PFA
136
Pettinga Financial Advisors
Indiana
$4.93M +$989K +22,219 +25%
SXL
137
Summit X LLC
Missouri
$4.83M +$122K +2,751 +3%
SCA
138
Snowden Capital Advisors
New York
$4.64M +$235K +5,282 +5%
SL
139
SWMG LLC
Texas
$4.53M +$4.53M +101,699 New
ARG
140
Advisory Resource Group
Oklahoma
$4.51M +$360K +8,082 +9%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$4.46M +$4.46M +100,316 New
RFM
142
Royal Fund Management
Florida
$4.3M -$40.5K -910 -0.9%
CP
143
Capital Planning
Washington
$4.24M +$1.33M +29,806 +46%
SWA
144
Stratos Wealth Advisors
Ohio
$4.23M -$2.44M -54,757 -37%
CAG
145
Csenge Advisory Group
Florida
$4.2M +$2.74M +61,577 +188%
WA
146
Wealthstar Advisors
Texas
$4.19M +$44 +1 +0%
AR
147
Apeiron RIA
Texas
$4.15M +$1.83M +41,539 +79%
NCM
148
Northwest Capital Management
Oregon
$4.14M +$266K +5,988 +7%
CWA
149
Clearview Wealth Advisors
Oregon
$4.13M -$106K -2,378 -2%
PWMG
150
Provence Wealth Management Group
California
$4.12M +$588K +13,216 +17%
4 5
6
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