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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

465 hedge funds and large institutions have $15.6B invested in iShares Core Total USD Bond Market ETF in 2021 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 215 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+62
Holders Change %
+15.38%
% of All Funds
7.18%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
0.88%
New
103
Increased
215
Reduced
106
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$3.16B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.25B
3
Ameriprise
Ameriprise
Minnesota
$382M
4
JC
JB Capital
Connecticut
$73.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.06B

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$574K
3
CA
Calton & Associates
Florida
$3.45M
4
MFGM
Marshall Financial Group (Maryland)
Maryland
$2.33M
5
Morgan Stanley
Morgan Stanley
New York
$581M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
151
Montecito Bank & Trust
California
$4.08M +$303K +5,720 +8%
SCA
152
Snowden Capital Advisors
New York
$4.04M +$468K +8,847 +13%
LW
153
Linscomb Wealth
Texas
$3.88M -$120K -2,272 -3%
SPAS
154
Spectrum Planning & Advisory Services
California
$3.86M +$1.49M +28,177 +63%
RSWM
155
Robertson Stephens Wealth Management
California
$3.83M +$178K +3,365 +5%
WIA
156
World Investment Advisors
California
$3.8M +$1.29M +25,512 +52%
WP
157
WealthSource Partners
California
$3.79M +$3.1M +58,629 +455%
PFM
158
Phillips Financial Management
Indiana
$3.77M -$119K -2,245 -3%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$3.76M -$757K -14,297 -17%
ARG
160
Advisory Resource Group
Oklahoma
$3.74M +$3.74M +72,275 New
NCM
161
Northwest Capital Management
Oregon
$3.74M +$3.74M +72,864 New
CA
162
Corrado Advisors
New Jersey
$3.73M -$797K -15,050 -18%
BIP
163
Blueprint Investment Partners
North Carolina
$3.7M +$3.7M +69,986 New
SPC
164
Sigma Planning Corp
Michigan
$3.69M +$418K +7,897 +13%
TAIM
165
TD Ameritrade Investment Management
Nebraska
$3.6M +$1.57M +29,619 +77%
CG
166
CFO4Life Group
Texas
$3.59M +$479K +9,057 +15%
C
167
Clearshares
New York
$3.59M – – –
OMC
168
Old Mission Capital
Illinois
$3.55M +$3.55M +67,056 New
MIAN
169
Mariner Independent Advisor Network
Kansas
$3.53M +$1.41M +26,655 +66%
CA
170
Calton & Associates
Florida
$3.45M -$16.2M -306,526 -82%
MWM
171
Modera Wealth Management
New Jersey
$3.41M +$3.41M +64,413 New
LBC
172
Lawrence B. Cohen
$3.39M +$3.39M +64,101 New
VWM
173
Venturi Wealth Management
Texas
$3.38M -$108K -2,040 -3%
HIP
174
HUB Investment Partners
Texas
$3.37M +$408K +7,704 +14%
FWP
175
Firethorn Wealth Partners
Georgia
$3.35M +$3.35M +63,266 New
5 6
7
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