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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.79B
3
GCM
G2 Capital Management
Ohio
$24.1M
4
Bank of America
Bank of America
North Carolina
$92M
5
LPL Financial
LPL Financial
California
$762M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
TWM
Thrive Wealth Management
Pennsylvania
$1.03M
4
RCS
Retirement Capital Strategies
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
151
Summit Financial
New Jersey
$4.06M +$132K +2,977 +3%
FHA
152
First Horizon Advisors
Tennessee
$3.99M +$468K +10,530 +13%
CG
153
CFO4Life Group
Texas
$3.97M +$317K +7,112 +9%
WIA
154
World Investment Advisors
California
$3.97M -$133K -2,985 -3%
SB
155
Strategic Blueprint
Georgia
$3.96M +$78.4K +1,763 +2%
WWM
156
Windsor Wealth Management
Indiana
$3.93M -$305K -6,900 -7%
WEG
157
World Equity Group
Illinois
$3.89M +$71.2K +1,599 +2%
VWM
158
Venturi Wealth Management
Texas
$3.78M -$119K -2,673 -3%
HIP
159
HUB Investment Partners
Texas
$3.77M +$380K +8,531 +11%
SA
160
Scarborough Advisors
Maryland
$3.67M +$372K +8,355 +11%
MYIA
161
Mount Yale Investment Advisors
Colorado
$3.59M +$146K +3,271 +4%
PA
162
PFG Advisors
Arizona
$3.53M +$862K +19,367 +32%
PFM
163
Phillips Financial Management
Indiana
$3.45M -$150K -3,367 -4%
MWM
164
Maripau Wealth Management
Indiana
$3.37M +$670K +15,253 +25%
SWP
165
Summit Wealth Partners
Florida
$3.34M -$253K -5,687 -7%
WLIM
166
White Lighthouse Investment Management
Massachusetts
$3.31M -$1.54M -34,608 -32%
CFG
167
Cooper Financial Group
California
$3.23M +$42.2K +948 +1%
VNA
168
Valley National Advisers
Pennsylvania
$3.21M -$4.56M -103,945 -59%
EPP
169
ETF Portfolio Partners
Kansas
$3.16M -$3.83K -86 -0.1%
SPAS
170
Spectrum Planning & Advisory Services
California
$3.09M -$55K -1,235 -2%
BFG
171
Buttonwood Financial Group
Missouri
$2.99M +$2.4M +54,637 +410%
GGS
172
Galvin Gaustad & Stein
Arizona
$2.91M +$2.02M +45,437 +228%
FWP
173
Firethorn Wealth Partners
Georgia
$2.9M +$518K +11,649 +22%
BCI
174
Brinker Capital Investments
Pennsylvania
$2.83M +$1.34M +30,069 +90%
TCA
175
Transcend Capital Advisors
New Jersey
$2.74M +$131K +2,943 +5%
5 6
7
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