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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
BlackRock
New York
$2.49B
3
Bank of America
Bank of America
North Carolina
$121M
4
LPL Financial
LPL Financial
California
$1.04B
5
CW
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
Simplicity Wealth
New Jersey
$6.49M +$2.31M +52,755 +55%
WWG
152
West Wealth Group
California
$6.49M -$380K -8,685 -6%
GFA
153
Gallagher Fiduciary Advisors
Illinois
$6.37M +$94.6K +2,163 +2%
WIA
154
World Investment Advisors
California
$6.36M -$38.5K -881 -0.6%
TC
155
TownSquare Capital
Utah
$6.22M +$5.88M +134,421 +1,734%
PA
156
PFW Advisors
Georgia
$6.2M +$30.9K +706 +0.5%
CC
157
Copperleaf Capital
North Carolina
$6.03M -$6.21M -141,972 -51%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$5.97M +$5.97M +136,655 New
FHA
159
First Horizon Advisors
Tennessee
$5.88M -$203K -4,636 -3%
WLIM
160
White Lighthouse Investment Management
Massachusetts
$5.77M -$175K -3,997 -3%
SCA
161
Snowden Capital Advisors
New York
$5.74M -$533K -12,199 -8%
TPWM
162
Twelve Points Wealth Management
Massachusetts
$5.65M -$1.11M -25,352 -16%
TPA
163
Trivium Point Advisory
Connecticut
$5.63M +$509K +11,866 +10%
TPWA
164
TRUE Private Wealth Advisors
Oregon
$5.59M +$625K +14,305 +13%
FFN
165
Focus Financial Network
Minnesota
$5.5M -$8.04K -184 -0.1%
SF
166
Summit Financial
New Jersey
$5.43M -$360K -8,236 -6%
TSWM
167
Triangle Securities Wealth Management
North Carolina
$5.4M +$1.84M +42,063 +52%
PWMG
168
Provence Wealth Management Group
California
$5.4M +$79.6K +1,822 +1%
LPAM
169
Lodestar Private Asset Management
California
$5.37M +$2.74M +62,777 +105%
KWS
170
Keystone Wealth Services
California
$5.24M -$4.3M -98,274 -45%
AWM
171
Apollon Wealth Management
South Carolina
$5.09M -$107K -2,446 -2%
WIM
172
Westside Investment Management
California
$5.04M -$37.2K -850 -0.7%
NCM
173
Northwest Capital Management
Oregon
$5.03M +$312K +7,144 +7%
1WM
174
1900 Wealth Management
Texas
$4.94M +$45.8K +1,047 +0.9%
RFP
175
RCS Financial Planning
Maryland
$4.92M +$1.19M +27,296 +32%
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