IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
Ameriprise
Minnesota
$379M
4
Osaic Holdings
Osaic Holdings
Arizona
$603M
5
Wells Fargo
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$191M
2
MOS
MGO One Seven
Ohio
$598K
3
PAMG
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Centurion Wealth Management
Virginia
$9.31M +$2.91K +64 +0%
HPM
127
Hoxton Planning & Management
West Virginia
$9.09M -$1.1M -24,134 -11%
LSIA
128
LaSalle St. Investment Advisors
Illinois
$8.83M -$235K -5,175 -3%
PFA
129
Pettinga Financial Advisors
Indiana
$8.37M +$65.3K +1,436 +0.8%
DI
130
DFPG Investments
Utah
$8.13M +$4.2M +92,079 +107%
C1AG
131
Client 1st Advisory Group
Florida
$8.03M -$548K -12,053 -6%
ARG
132
Advisory Resource Group
Oklahoma
$8.02M +$656K +14,430 +9%
BOH
133
Bank of Hawaii
Hawaii
$7.84M -$956K -21,032 -11%
AA
134
Ancora Advisors
Ohio
$7.77M +$616K +13,551 +9%
SL
135
SWMG LLC
Texas
$7.7M +$58.7K +1,292 +0.8%
TIA
136
Tiemann Investment Advisors
California
$7.67M +$1.18M +25,995 +18%
SWA
137
Stratos Wealth Advisors
Ohio
$7.54M +$2.04M +44,926 +37%
CAG
138
Csenge Advisory Group
Florida
$7.49M +$328K +7,207 +5%
WWG
139
West Wealth Group
California
$7.14M -$33.8K -744 -0.5%
OC
140
Oarsman Capital
Wisconsin
$7.04M +$1.57M +34,472 +29%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$7.03M +$576K +12,660 +9%
AR
142
Apeiron RIA
Texas
$6.78M +$385K +8,460 +6%
MLA
143
My Legacy Advisors
Oregon
$6.71M +$4.21M +92,347 +169%
WIA
144
World Investment Advisors
California
$6.65M +$471K +10,350 +8%
LA
145
LVW Advisors
New York
$6.6M +$99K +2,178 +2%
GFA
146
Gallagher Fiduciary Advisors
Illinois
$6.53M +$283K +6,234 +5%
SCA
147
Snowden Capital Advisors
New York
$6.53M +$310K +6,811 +5%
ASN
148
Advisory Services Network
Georgia
$6.48M -$84.3K -1,854 -1%
SPC
149
Sigma Planning Corp
Michigan
$6.48M +$837K +18,417 +15%
DPI
150
Diversified Portfolios Inc
Michigan
$6.36M +$4.91M +107,962 +339%
4 5
6
7 8