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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

524 hedge funds and large institutions have $21.2B invested in iShares Core Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 138 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+50
Holders Change %
+10.55%
% of All Funds
8.45%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.24%
New
101
Increased
249
Reduced
138
Closed
40
Calls
$683K
Puts
–
Net Calls
+$683K
Net Calls Change
+$1.32M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.51B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.51B
3
BlackRock
3
BlackRock
New York
$3.09B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$154M
5
LPL Financial
5
LPL Financial
California
$900M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$82.5M
3
IDA
3
Intelligence Driven Advisers
California
$555K
4
GCM
4
G2 Capital Management
Ohio
$0
5
WF
5
Williams Financial
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Maripau Wealth Management
Indiana
$3.89M +$321K +6,902 +9%
RSWM
177
Robertson Stephens Wealth Management
California
$3.86M +$1.79M +39,777 +86%
WWM
178
Windsor Wealth Management
Indiana
$3.8M -$283K -6,170 -7%
FWP
179
Firethorn Wealth Partners
Georgia
$3.77M +$842K +18,732 +29%
TSA
180
Tri-Star Advisors
Texas
$3.62M +$2.67M +57,740 +281%
RW
181
Regimen Wealth
Georgia
$3.61M +$3.61M +80,459 New
PFM
182
Phillips Financial Management
Indiana
$3.47M -$15.3K -340 -0.4%
GGS
183
Galvin Gaustad & Stein
Arizona
$3.38M +$447K +9,947 +15%
WFAG
184
Worth Financial Advisory Group
North Carolina
$3.38M +$3.38M +75,179 New
AT
185
American Trust
Kentucky
$3.33M +$656K +14,601 +25%
TCA
186
Transcend Capital Advisors
New Jersey
$3.33M +$559K +12,448 +20%
CPG
187
Cornerstone Planning Group
New Jersey
$3.19M +$3.19M +68,653 New
AR
188
Apeiron RIA
Texas
$3.17M -$1.06M -23,645 -25%
BFG
189
Buttonwood Financial Group
Missouri
$3.15M +$94.9K +2,112 +3%
VAS
190
Vestmark Advisory Solutions
Massachusetts
$3.15M +$485K +10,785 +18%
SWP
191
Summit Wealth Partners
Florida
$3.12M -$254K -5,644 -8%
KFP
192
KMG Fiduciary Partners
Ohio
$3.06M +$3.06M +68,056 New
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$3.01M +$3.01M +67,013 New
AF
194
Advisornet Financial
Minnesota
$2.85M +$321K +7,139 +13%
HI
195
Harbour Investments
Wisconsin
$2.83M +$853K +18,979 +43%
RFP
196
RCS Financial Planning
Maryland
$2.79M +$2.79M +62,077 New
LF
197
Lantz Financial
Illinois
$2.7M +$257K +5,709 +11%
EWA
198
Evolution Wealth Advisors
Florida
$2.68M – – –
CG
199
CFO4Life Group
Texas
$2.67M -$1.34M -29,901 -33%
C
200
CFO4Life
Texas
$2.67M +$2.67M +59,372 New
6 7
8
9 10