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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 %
LW
176
Linscomb Wealth
Texas
$2.71M -$1.07K -24 -0%
EWA
177
Evolution Wealth Advisors
Florida
$2.65M +$2.65M +59,603 New
AT
178
American Trust
Kentucky
$2.65M -$1.13M -25,401 -30%
VAS
179
Vestmark Advisory Solutions
Massachusetts
$2.64M -$1.83M -41,118 -41%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$2.56M +$128K +2,878 +5%
AF
181
Advisornet Financial
Minnesota
$2.51M -$255K -5,731 -9%
LF
182
Lantz Financial
Illinois
$2.42M +$110K +2,469 +5%
KPWG
183
KFA Private Wealth Group
Virginia
$2.41M -$211K -4,749 -8%
MFA
184
Mayflower Financial Advisors
Massachusetts
$2.3M +$864K +19,410 +60%
FLA
185
Financial Life Advisors
Texas
$2.27M +$2.27M +51,006 New
WWP
186
WR Wealth Planners
Missouri
$2.25M -$79.7K -1,792 -3%
ONST
187
Old North State Trust
North Carolina
$2.22M +$2.21M +49,743 +99,486%
AWM
188
Alterna Wealth Management
Texas
$2.17M -$895K -20,115 -29%
HIM
189
Hanlon Investment Management
New Jersey
$2.15M +$82.3K +1,849 +4%
GRP
190
Global Retirement Partners
California
$2.13M +$192K +4,363 +10%
LWAC
191
Laurel Wealth Advisors (California)
California
$2.13M -$109K -2,459 -5%
USCWA
192
U.S. Capital Wealth Advisors
Texas
$2.11M +$84.8K +1,906 +4%
JPMorgan Chase & Co
193
JPMorgan Chase & Co
New York
$2.08M -$1.73M -38,865 -45%
Comerica Bank
194
Comerica Bank
Texas
$2.06M -$47.5K -1,097 -2%
HI
195
Harbour Investments
Wisconsin
$2.06M – – –
RSWM
196
Robertson Stephens Wealth Management
California
$2.05M -$798K -17,934 -28%
F
197
F3Logic
Minnesota
$2.05M +$35.9K +809 +2%
AA
198
Ancora Advisors
Ohio
$2.03M +$130K +2,919 +7%
SP
199
Successful Portfolios
Florida
$2.03M +$622K +13,983 +44%
GFPC
200
Global Financial Private Client
Florida
$2.02M +$358K +8,008 +22%
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