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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

403 hedge funds and large institutions have $13.9B invested in iShares Core Total USD Bond Market ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
7.08%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.86%
New
44
Increased
238
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$241M
2
BlackRock
BlackRock
New York
+$224M
3
LPL Financial
LPL Financial
California
+$65.1M
4
Wells Fargo
Wells Fargo
California
+$57.6M
5
Morgan Stanley
Morgan Stanley
New York
+$49.8M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$66M
2
Ameriprise
Ameriprise
Minnesota
-$32.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$32.4M
4
OBWG
Onyx Bridge Wealth Group
New York
-$20.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
201
Kelly Financial Services
Massachusetts
$1.43M -$66M -1,238,946 -98%
SIM
202
Stratos Investment Management
Ohio
$1.42M +$1.42M +26,629 New
IWS
203
Insight Wealth Strategies
California
$1.42M +$487K +9,141 +52%
CF
204
Centaurus Financial
California
$1.41M +$181K +3,405 +15%
HIM
205
Hanlon Investment Management
New Jersey
$1.38M +$31.7K +595 +2%
FCA
206
FinTrust Capital Advisors
South Carolina
$1.37M +$210K +3,947 +18%
SG
207
StoneX Group
New York
$1.35M +$46.4K +872 +4%
JAG
208
Journey Advisory Group
Kentucky
$1.35M -$5.32K -100 -0.4%
PJSIMP
209
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.26M -$74.7K -1,409 -6%
VAS
210
Vestmark Advisory Solutions
Massachusetts
$1.25M +$494K +9,272 +65%
APC
211
Aspire Private Capital
North Carolina
$1.22M -$85.2K -1,601 -7%
VAM
212
Verity Asset Management
North Carolina
$1.21M +$212K +3,980 +21%
TPA
213
Trivium Point Advisory
Connecticut
$1.2M +$310K +5,848 +35%
CFA
214
Cahill Financial Advisors
Minnesota
$1.19M +$1.19M +22,355 New
Mariner
215
Mariner
Kansas
$1.19M +$172K +3,239 +17%
CAS
216
Cascadia Advisory Services
Oregon
$1.17M +$151K +2,834 +15%
LA
217
Latitude Advisors
Florida
$1.16M +$650K +12,198 +129%
BAM
218
Belpointe Asset Management
Nevada
$1.15M +$186K +3,499 +19%
LIM
219
Leavell Investment Management
Alabama
$1.14M +$410K +7,702 +56%
MPW
220
MA Private Wealth
California
$1.1M +$199K +3,728 +22%
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$344K +6,427 +45%
TWM
222
Trinity Wealth Management
Pennsylvania
$1.1M +$1.1M +20,612 New
BWM
223
Baystate Wealth Management
Massachusetts
$1.06M +$240K +4,518 +29%
FHC
224
First Heartland Consultants
Missouri
$1.05M +$44.4K +834 +4%
FWP
225
FAS Wealth Partners
Kansas
$1.04M +$119K +2,225 +13%
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