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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
8.11%
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 %
RW
176
Regimen Wealth
Georgia
$4.34M +$528K +11,154 +14%
GGS
177
Galvin Gaustad & Stein
Arizona
$4.3M +$821K +17,797 +24%
CFG
178
Cooper Financial Group
California
$4.28M +$40K +867 +0.9%
HIP
179
HUB Investment Partners
Texas
$4.24M +$104K +2,250 +3%
SF
180
Summit Financial
New Jersey
$4.19M -$7.06K -153 -0.2%
CP
181
Capital Planning
Washington
$4.1M +$10.3K +223 +0.3%
MPW
182
MA Private Wealth
California
$3.98M -$2.4M -51,962 -38%
DI
183
DFPG Investments
Utah
$3.97M +$3.97M +86,095 New
AT
184
American Trust
Kentucky
$3.86M +$431K +9,324 +13%
MWM
185
Maripau Wealth Management
Indiana
$3.76M -$104K -2,262 -3%
AWA
186
Arete Wealth Advisors
Illinois
$3.68M +$1.1M +23,930 +43%
CG
187
CFO4Life Group
Texas
$3.65M +$907K +19,662 +33%
RFP
188
RCS Financial Planning
Maryland
$3.6M +$739K +16,012 +26%
AWM
189
Alterna Wealth Management
Texas
$3.55M +$1.06M +22,940 +42%
SW
190
Simplicity Wealth
New Jersey
$3.52M +$2.47M +53,535 +235%
OWM
191
Orgel Wealth Management
Wisconsin
$3.52M -$1.98M -42,986 -36%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$3.46M +$226K +4,898 +7%
HIM
193
Hanlon Investment Management
New Jersey
$3.45M +$941K +20,398 +37%
PFM
194
Phillips Financial Management
Indiana
$3.27M -$293K -6,357 -8%
NRI
195
NFP Retirement Inc
California
$3.26M +$1.3M +28,135 +66%
AF
196
Advisornet Financial
Minnesota
$3.24M +$309K +6,701 +11%
WWM
197
Windsor Wealth Management
Indiana
$3.23M -$591K -12,811 -15%
HI
198
Harbour Investments
Wisconsin
$3.15M +$243K +5,265 +8%
BPA
199
Beacon Pointe Advisors
California
$3.1M +$2.89M +62,645 +1,384%
CAL
200
Capital Analysts LLC
Pennsylvania
$3.1M +$536K +11,622 +21%
6 7
8
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