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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

380 hedge funds and large institutions have $13.6B invested in iShares Core Total USD Bond Market ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+32
Holders Change %
+9.2%
% of All Funds
6.63%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
61
Increased
215
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.8B
2
BlackRock
BlackRock
New York
$2.72B
3
Wells Fargo
Wells Fargo
California
$1.07B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$494M
5
LPL Financial
LPL Financial
California
$515M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$274M
2
Bank of America
Bank of America
North Carolina
$90.4M
3
CAN
Cetera Advisor Networks
California
$4.76M
4
VC
Vicus Capital
Pennsylvania
$0
5
UR
USCA RIA
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
201
Centaurus Financial
California
$1.24M +$1.24M +23,121 New
MIAN
202
Mariner Independent Advisor Network
Kansas
$1.23M +$1.23M +22,984 New
JPMorgan Chase & Co
203
JPMorgan Chase & Co
New York
$1.21M +$249K +4,652 +26%
LF
204
Lantz Financial
Illinois
$1.18M +$592K +11,070 +101%
LRIA
205
Leonard Rickey Investment Advisors
Washington
$1.17M +$5.01K +93 +0.4%
FCA
206
FinTrust Capital Advisors
South Carolina
$1.16M +$135K +2,532 +13%
Principal Financial Group
207
Principal Financial Group
Iowa
$1.15M +$335K +6,259 +41%
MWP
208
Madison Wealth Partners
Wisconsin
$1.11M -$3.78M -70,679 -77%
BSSFA
209
Baron Silver Stevens Financial Advisors
Florida
$1.1M +$813K +15,209 +286%
DAS
210
Dynamic Advisor Solutions
Arizona
$1.08M +$568K +10,628 +112%
BFPW
211
BOK Financial Private Wealth
Colorado
$1.04M -$517K -9,668 -33%
CAS
212
Cascadia Advisory Services
Oregon
$1.03M +$518K +9,691 +102%
IWM
213
IHT Wealth Management
Illinois
$1.02M +$279K +5,224 +38%
Mariner
214
Mariner
Kansas
$1.02M +$1.02M +19,038 New
CL
215
CPWM LLC
Washington
$1.01M – – –
FHC
216
First Heartland Consultants
Missouri
$1.01M +$263K +4,911 +35%
VAM
217
Verity Asset Management
North Carolina
$1M +$21K +393 +2%
AF
218
Advisornet Financial
Minnesota
$980K +$828K +15,475 +544%
BAM
219
Belpointe Asset Management
Nevada
$971K +$790K +14,754 +435%
CPWM
220
Cardinal Point Wealth Management
California
$947K +$16.1K +300 +2%
WWM
221
Western Wealth Management
Colorado
$944K +$944K +17,745 New
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$939K +$15.4K +287 +2%
SB
223
Strategic Blueprint
Georgia
$936K +$529K +9,891 +130%
IWS
224
Insight Wealth Strategies
California
$934K -$241K -4,502 -21%
TFS
225
Thoroughbred Financial Services
Tennessee
$934K -$148K -2,764 -14%
7 8
9
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