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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

474 hedge funds and large institutions have $16.1B invested in iShares Core Total USD Bond Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 152 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
–
Holders Change %
0%
% of All Funds
8.2%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.14%
New
63
Increased
222
Reduced
152
Closed
54
Calls
$258K
Puts
$899K
Net Calls
-$641K
Net Calls Change
-$641K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.3M
3
GCM
G2 Capital Management
Ohio
+$24.1M
4
Bank of America
Bank of America
North Carolina
+$21.3M
5
LPL Financial
LPL Financial
California
+$20.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$100M
2
Morgan Stanley
Morgan Stanley
New York
-$48.6M
3
TWM
Thrive Wealth Management
Pennsylvania
-$23.3M
4
RCS
Retirement Capital Strategies
California
-$9.99M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
201
Stephens Inc
Arkansas
$2.02M -$89.1K -2,001 -4%
UCFA
202
United Capital Financial Advisors
Texas
$2M +$681K +15,295 +52%
WA
203
WBH Advisory
Maryland
$1.96M -$113K -2,532 -5%
MBT
204
Montecito Bank & Trust
California
$1.94M +$694K +15,613 +56%
SWP
205
ShoreHaven Wealth Partners
New Jersey
$1.93M +$332K +7,462 +21%
BAAM
206
Baker Avenue Asset Management
California
$1.88M +$918K +20,622 +95%
CFD
207
Creative Financial Designs
Indiana
$1.8M -$66.8K -1,500 -4%
T
208
TRUADVICE
Florida
$1.77M +$330K +7,527 +23%
SWP
209
Strategic Wealth Partners
Ohio
$1.76M +$1.76M +39,506 New
BAM
210
Belpointe Asset Management
Nevada
$1.76M +$78.4K +1,762 +5%
NCM
211
NCM Capital Management
New Jersey
$1.73M +$151K +3,386 +10%
MSWMA
212
Market Street Wealth Management Advisors
Indiana
$1.72M +$1.72M +38,529 New
CAM
213
Concorde Asset Management
Michigan
$1.7M -$295K -6,638 -15%
AWM
214
Apollon Wealth Management
South Carolina
$1.7M -$83.7K -1,882 -5%
WIM
215
WealthPlan Investment Management
Nebraska
$1.66M +$1.66M +36,097 New
SPC
216
Sigma Planning Corp
Michigan
$1.66M -$586K -13,170 -26%
OLVIG
217
Oliver Lagore Vanvalin Investment Group
Michigan
$1.65M -$88.6K -1,991 -5%
CF
218
Centaurus Financial
California
$1.64M +$447K +10,042 +37%
WC
219
Whitney & Co
New York
$1.64M +$1.35M +30,387 +467%
APA
220
American Portfolios Advisors
New York
$1.61M +$171K +3,842 +12%
SAMC
221
Spectrum Asset Management (California)
California
$1.61M -$1.35M -30,411 -46%
WWM
222
Western Wealth Management
Colorado
$1.6M +$325K +7,325 +26%
IA
223
IFG Advisory
Georgia
$1.52M -$3.65K -82 -0.2%
CAL
224
Capital Analysts LLC
Pennsylvania
$1.51M +$566K +12,713 +60%
MC
225
Moors & Cabot
Massachusetts
$1.51M +$1.27M +28,592 +535%
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