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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
BlackRock
New York
$2.49B
3
Bank of America
Bank of America
North Carolina
$121M
4
LPL Financial
LPL Financial
California
$1.04B
5
CW
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
126
Global Strategic Investment Solutions
Arizona
$9.28M +$9.28M +212,327 New
MA
127
Mutual Advisors
Nebraska
$9.22M -$872K -19,951 -9%
Squarepoint
128
Squarepoint
New York
$8.95M +$8.55M +195,615 +2,145%
CWM
129
Centurion Wealth Management
Virginia
$8.83M -$130K -2,973 -1%
TWM
130
Tradition Wealth Management
Minnesota
$8.8M -$483K -11,056 -5%
SWA
131
Stratos Wealth Advisors
Ohio
$8.74M +$1.5M +34,235 +21%
PAG
132
Private Advisor Group
New Jersey
$8.51M -$731K -16,731 -8%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$8.45M -$3.69M -84,374 -30%
RWRC
134
R.W. Roge & Company
New York
$8.4M +$8.4M +195,156 New
SFS
135
Sowell Financial Services
Arkansas
$8.37M +$3.41M +77,948 +69%
OC
136
Oarsman Capital
Wisconsin
$8.12M +$1.35M +30,949 +20%
AA
137
Ancora Advisors
Ohio
$7.95M +$474K +10,846 +6%
RSWM
138
Robertson Stephens Wealth Management
California
$7.85M +$2.59M +59,284 +49%
Comerica Bank
139
Comerica Bank
Texas
$7.73M +$7.73M +176,847 New
AR
140
Apeiron RIA
Texas
$7.69M +$1.17M +26,833 +18%
FRA
141
FFG Retirement Advisors
Colorado
$7.68M -$2.82M -64,555 -27%
MLA
142
My Legacy Advisors
Oregon
$7.42M +$1.15M +27,067 +18%
SL
143
SWMG LLC
Texas
$7.17M -$237K -5,419 -3%
DI
144
DFPG Investments
Utah
$7.07M -$692K -15,872 -9%
GGS
145
Galvin Gaustad & Stein
Arizona
$6.99M +$1.14M +26,137 +20%
SPC
146
Sigma Planning Corp
Michigan
$6.94M +$716K +16,372 +11%
CAG
147
Csenge Advisory Group
Florida
$6.94M -$259K -5,930 -4%
ASN
148
Advisory Services Network
Georgia
$6.82M +$586K +13,408 +9%
C1AG
149
Client 1st Advisory Group
Florida
$6.56M -$1.16M -26,444 -15%
LA
150
LVW Advisors
New York
$6.53M +$183K +4,182 +3%
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6
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