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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
BlackRock
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
LPL Financial
California
$749M

Top Sellers

1
ST
Spinnaker Trust
Maine
$2.95M
2
UBS Group
UBS Group
Switzerland
$147M
3
EH
Equitable Holdings
New York
$0
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
151
World Investment Advisors
California
$4.2M +$484K +9,752 +13%
ARG
152
Advisory Resource Group
Oklahoma
$4.16M +$575K +11,590 +16%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$3.99M +$464K +9,359 +13%
WEG
154
World Equity Group
Illinois
$3.92M +$3.92M +78,947 New
SPAS
155
Spectrum Planning & Advisory Services
California
$3.9M +$278K +5,592 +8%
PFM
156
Phillips Financial Management
Indiana
$3.85M +$309K +6,227 +9%
CG
157
CFO4Life Group
Texas
$3.83M +$465K +9,363 +14%
PWMG
158
Provence Wealth Management Group
California
$3.75M +$1.24M +24,892 +49%
AF
159
Advisornet Financial
Minnesota
$3.73M +$1.09M +22,048 +42%
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$3.66M +$1.55M +31,137 +73%
HIP
161
HUB Investment Partners
Texas
$3.59M +$431K +8,684 +14%
MYIA
162
Mount Yale Investment Advisors
Colorado
$3.59M +$666K +13,419 +23%
FAIM
163
Financial Advocates Investment Management
Washington
$3.51M +$3.05M +61,545 +676%
FWP
164
Firethorn Wealth Partners
Georgia
$3.5M +$359K +7,238 +11%
SB
165
Strategic Blueprint
Georgia
$3.43M +$632K +12,737 +23%
SP
166
Successful Portfolios
Florida
$3.41M +$854K +17,199 +33%
SPC
167
Sigma Planning Corp
Michigan
$3.38M -$79.6K -1,604 -2%
PCG
168
Private Capital Group
Connecticut
$3.24M +$751K +15,137 +30%
MWM
169
Modera Wealth Management
New Jersey
$3.19M -$3.37K -68 -0.1%
EPP
170
ETF Portfolio Partners
Kansas
$3.19M -$4.02M -80,953 -56%
PAMG
171
Patton Albertson Miller Group
Tennessee
$3.18M -$3.72M -74,883 -54%
CFG
172
Cooper Financial Group
California
$3.15M +$1.54M +30,949 +95%
MWM
173
Maripau Wealth Management
Indiana
$3.14M +$620K +12,997 +25%
BCI
174
Brinker Capital Investments
Pennsylvania
$3.13M +$696K +14,020 +29%
TCA
175
Transcend Capital Advisors
New Jersey
$3.02M +$740K +14,911 +32%
5 6
7
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