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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.12%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
151
Focus Financial Network
Minnesota
$5.69M +$5.69M +123,344 New
SWA
152
Stratos Wealth Advisors
Ohio
$5.58M +$1.22M +26,480 +28%
OC
153
Oarsman Capital
Wisconsin
$5.56M +$1.09M +23,637 +24%
AP
154
Agilis Partners
Massachusetts
$5.43M – – –
MYIA
155
Mount Yale Investment Advisors
Colorado
$5.34M +$330K +7,143 +7%
WIM
156
Westside Investment Management
California
$5.26M -$44.5K -965 -0.8%
RSWM
157
Robertson Stephens Wealth Management
California
$5.24M +$1.27M +27,523 +32%
VWM
158
Venturi Wealth Management
Texas
$5.21M +$438K +9,492 +9%
MFA
159
Mayflower Financial Advisors
Massachusetts
$5.13M +$1.02M +22,023 +25%
NCM
160
Northwest Capital Management
Oregon
$5.12M -$535K -11,594 -9%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$4.97M -$7.18M -155,528 -59%
VWA
162
Visionary Wealth Advisors
Illinois
$4.88M -$1.01M -21,869 -17%
BFG
163
Buttonwood Financial Group
Missouri
$4.87M +$1.64M +35,499 +51%
PWMG
164
Provence Wealth Management Group
California
$4.85M -$514K -11,133 -10%
1WM
165
1900 Wealth Management
Texas
$4.68M – – –
PIMG
166
Patriot Investment Management Group
Tennessee
$4.56M -$1.04M -22,498 -19%
PA
167
PFG Advisors
Arizona
$4.54M +$398K +8,621 +10%
IA
168
IFP Advisors
Florida
$4.54M +$245K +4,964 +6%
TCA
169
Transcend Capital Advisors
New Jersey
$4.53M +$1.12M +24,172 +33%
PPC
170
Park Place Capital
Alabama
$4.46M +$1.82M +39,339 +69%
RFM
171
Royal Fund Management
Florida
$4.42M +$11.9K +258 +0.3%
ACA
172
Affinity Capital Advisors
California
$4.39M +$4.39M +95,224 New
FWP
173
Firethorn Wealth Partners
Georgia
$4.37M +$545K +11,938 +14%
SP
174
Successful Portfolios
Florida
$4.35M +$1.73M +37,382 +66%
WFAG
175
Worth Financial Advisory Group
North Carolina
$4.35M +$876K +18,984 +25%
5 6
7
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