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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.97B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$763M
3
Ameriprise
Ameriprise
Minnesota
$379M
4
Osaic Holdings
Osaic Holdings
Arizona
$603M
5
Wells Fargo
Wells Fargo
California
$1.45B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$191M
2
MOS
MGO One Seven
Ohio
$598K
3
PAMG
Patton Albertson Miller Group
Tennessee
$4.09M
4
BWP
Bernardo Wealth Planning
Pennsylvania
$810K
5
NL
NWAM LLC
Washington
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$6.33M +$225K +4,939 +4%
PA
152
PFW Advisors
Georgia
$6.3M +$6.3M +141,081 New
FAIM
153
Financial Advocates Investment Management
Washington
$6.27M +$219K +4,827 +4%
WLIM
154
White Lighthouse Investment Management
Massachusetts
$6.18M +$5.68K +125 +0.1%
GGS
155
Galvin Gaustad & Stein
Arizona
$6.08M +$1.85M +40,654 +44%
SF
156
Summit Financial
New Jersey
$6.02M +$1.9M +41,709 +46%
MAG
157
MRA Advisory Group
New Jersey
$6M +$6M +131,961 New
FFN
158
Focus Financial Network
Minnesota
$5.73M +$117K +2,584 +2%
MYIA
159
Mount Yale Investment Advisors
Colorado
$5.62M +$363K +7,985 +7%
PWMG
160
Provence Wealth Management Group
California
$5.53M +$749K +16,480 +16%
RSWM
161
Robertson Stephens Wealth Management
California
$5.47M +$312K +6,866 +6%
TPA
162
Trivium Point Advisory
Connecticut
$5.42M +$5.42M +119,255 New
AWM
163
Apollon Wealth Management
South Carolina
$5.4M +$2.54M +55,937 +89%
AP
164
Agilis Partners
Massachusetts
$5.35M – – –
WIM
165
Westside Investment Management
California
$5.28M +$95.5K +2,100 +2%
TPWA
166
TRUE Private Wealth Advisors
Oregon
$5.17M -$2.83M -62,228 -35%
SFS
167
Sowell Financial Services
Arkansas
$5.17M +$3.26M +71,738 +171%
PA
168
PFG Advisors
Arizona
$5.13M +$653K +14,352 +15%
1WM
169
1900 Wealth Management
Texas
$5.09M +$355K +7,816 +8%
VWM
170
Venturi Wealth Management
Texas
$5.03M -$105K -2,312 -2%
BFA
171
BMS Financial Advisors
South Dakota
$4.94M -$4.45M -97,759 -47%
NCM
172
Northwest Capital Management
Oregon
$4.91M -$137K -3,012 -3%
PPC
173
Park Place Capital
Alabama
$4.61M +$210K +4,621 +5%
RW
174
Regimen Wealth
Georgia
$4.59M +$428K +9,416 +10%
MWM
175
Maripau Wealth Management
Indiana
$4.53M +$829K +18,237 +22%
5 6
7
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