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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.12%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
126
Client 1st Advisory Group
Florida
$8.7M +$1.01M +21,977 +13%
PFA
127
Pettinga Financial Advisors
Indiana
$8.43M +$2.99M +64,756 +55%
PAG
128
Private Advisor Group
New Jersey
$8.34M +$1.18M +25,670 +17%
FFA
129
Farther Finance Advisors
California
$8.2M +$3.8M +82,382 +87%
TPWA
130
TRUE Private Wealth Advisors
Oregon
$8.12M +$2.65M +57,343 +48%
KWS
131
Keystone Wealth Services
California
$7.98M +$188K +4,077 +2%
SL
132
SWMG LLC
Texas
$7.76M +$980K +21,237 +14%
ARG
133
Advisory Resource Group
Oklahoma
$7.48M +$1.08M +23,393 +17%
WWG
134
West Wealth Group
California
$7.28M -$27K -586 -0.4%
AA
135
Ancora Advisors
Ohio
$7.26M +$1.02M +22,005 +16%
CAG
136
Csenge Advisory Group
Florida
$7.26M +$1.76M +38,185 +32%
ASN
137
Advisory Services Network
Georgia
$6.66M +$1.02M +22,119 +18%
LA
138
LVW Advisors
New York
$6.6M +$1.38M +29,859 +26%
TIA
139
Tiemann Investment Advisors
California
$6.58M +$749K +16,230 +13%
TPWM
140
Twelve Points Wealth Management
Massachusetts
$6.55M +$706K +15,307 +12%
AR
141
Apeiron RIA
Texas
$6.49M +$3.24M +70,161 +99%
GFA
142
Gallagher Fiduciary Advisors
Illinois
$6.34M +$6.34M +137,347 New
SCA
143
Snowden Capital Advisors
New York
$6.31M +$957K +20,742 +18%
WIA
144
World Investment Advisors
California
$6.27M +$1.91M +41,443 +44%
WLIM
145
White Lighthouse Investment Management
Massachusetts
$6.27M +$470K +10,192 +8%
FHA
146
First Horizon Advisors
Tennessee
$6.19M +$606K +13,140 +11%
FAIM
147
Financial Advocates Investment Management
Washington
$6.14M +$4.78M +103,471 +350%
JJBC
148
James J. Burns & Company
New York
$5.91M -$1.8M -38,990 -23%
Legacy Financial Group (Iowa)
149
Legacy Financial Group (Iowa)
Iowa
$5.85M +$4.1M +88,872 +234%
SPC
150
Sigma Planning Corp
Michigan
$5.72M +$3.63M +78,732 +174%
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