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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 %
CG
176
CFO4Life Group
Texas
$4.53M +$935K +20,552 +26%
TCA
177
Transcend Capital Advisors
New Jersey
$4.48M +$17.9K +393 +0.4%
LNC
178
Lincoln National Corp
Pennsylvania
$4.36M +$2.36M +51,916 +118%
SW
179
Simplicity Wealth
New Jersey
$4.35M +$881K +19,383 +25%
SS
180
Simplicity Solutions
Minnesota
$4.35M +$2.45M +53,933 +129%
MFA
181
Mayflower Financial Advisors
Massachusetts
$4.35M -$709K -15,592 -14%
RFM
182
Royal Fund Management
Florida
$4.33M -$21.9K -481 -0.5%
WFAG
183
Worth Financial Advisory Group
North Carolina
$4.28M -$5.82K -128 -0.1%
CFG
184
Cooper Financial Group
California
$4.25M +$33.1K +728 +0.8%
IA
185
IFP Advisors
Florida
$4.18M -$11.5K -254 -0.3%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$4.16M +$750K +16,497 +22%
FWP
187
Firethorn Wealth Partners
Georgia
$4.14M -$219K -4,819 -5%
PAMG
188
Patton Albertson Miller Group
Tennessee
$4.09M -$10.2M -224,679 -71%
HIP
189
HUB Investment Partners
Texas
$4.04M -$142K -3,112 -3%
HI
190
Harbour Investments
Wisconsin
$3.95M +$843K +18,550 +27%
MPW
191
MA Private Wealth
California
$3.92M – – –
CP
192
Capital Planning
Washington
$3.92M -$123K -2,695 -3%
HIM
193
Hanlon Investment Management
New Jersey
$3.89M +$488K +10,728 +14%
RFP
194
RCS Financial Planning
Maryland
$3.87M +$322K +7,075 +9%
AT
195
American Trust
Kentucky
$3.79M – – –
TSWM
196
Triangle Securities Wealth Management
North Carolina
$3.7M +$664K +14,609 +22%
AWM
197
Alterna Wealth Management
Texas
$3.62M +$123K +2,698 +4%
AWA
198
Arete Wealth Advisors
Illinois
$3.58M -$45.7K -1,004 -1%
PIMG
199
Patriot Investment Management Group
Tennessee
$3.51M -$975K -21,437 -22%
AF
200
Advisornet Financial
Minnesota
$3.22M +$26.9K +591 +0.8%
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