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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

166 hedge funds and large institutions have $4.07B invested in iShares Core Total USD Bond Market ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.28%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$89.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.7M
3
ONST
Old North State Trust
North Carolina
+$15.8M
4
Morgan Stanley
Morgan Stanley
New York
+$15.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$57.3M
2
ST
Spinnaker Trust
Maine
-$8.65M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.99M
4
CI
CX Institutional
Indiana
-$4.04M
5
SHIM
Stone House Investment Management
Pennsylvania
-$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
151
Harbor Investment Advisory
Maryland
$23K +$23K +446 New
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
CAL
153
Capital Analysts LLC
Pennsylvania
$19K – – –
AIC
154
Ameritas Investment Company
Nebraska
$18K +$102 +2 +0.6%
CFGS
155
Concourse Financial Group Securities
Alabama
$16K +$16K +316 New
CWM
156
Cranbrook Wealth Management
Michigan
$15K +$15K +284 New
SMFS
157
Squar Milner Financial Services
California
$12K +$12K +240 New
LPWM
158
Lake Point Wealth Management
Texas
$11K +$11K +207 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$10K +$10K +190 New
RFA
160
Reilly Financial Advisors
California
$9K – – –
SBL
161
Sargent Bickham Lagudis
Colorado
$7K +$56 +1 +0.8%
TL
162
TrueWealth LLC
Georgia
$6K +$52 +1 +0.9%
WWM
163
Willingdon Wealth Management
North Carolina
$5K – – –
Lazard Asset Management
164
Lazard Asset Management
New York
$5K -$5K – –
SPIA
165
Steward Partners Investment Advisory
New York
$4K – – –
LC
166
Lindbrook Capital
California
$4K +$4K +85 New
APC
167
Aspire Private Capital
North Carolina
$2K +$2K +33 New
SHIM
168
Stone House Investment Management
Pennsylvania
– -$3.52M -67,098 Closed
Jane Street
169
Jane Street
New York
– -$1.32M -25,093 Closed
GSWM
170
Golden State Wealth Management
California
– -$246K -4,699 Closed
VC
171
Vicus Capital
Pennsylvania
– -$230K -4,382 Closed
CWM
172
Cornerstone Wealth Management
Missouri
– -$216K -4,119 Closed
FAAS
173
First Allied Advisory Services
California
– -$103K -1,964 Closed
PFO
174
Pathstone Family Office
New Jersey
– -$73K -1,399 Closed
CJA
175
C-J Advisory
California
– -$53K -1,003 Closed
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