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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

524 hedge funds and large institutions have $21.2B invested in iShares Core Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 138 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+50
Holders Change %
+10.55%
% of All Funds
8.45%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.24%
New
101
Increased
249
Reduced
138
Closed
40
Calls
$683K
Puts
–
Net Calls
+$683K
Net Calls Change
+$1.32M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.51B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.51B
3
BlackRock
3
BlackRock
New York
$3.09B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$154M
5
LPL Financial
5
LPL Financial
California
$900M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$82.5M
3
IDA
3
Intelligence Driven Advisers
California
$555K
4
GCM
4
G2 Capital Management
Ohio
$0
5
WF
5
Williams Financial
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPAS
201
Spectrum Planning & Advisory Services
California
$2.66M -$457K -10,176 -15%
GRP
202
Global Retirement Partners
California
$2.62M +$434K +9,667 +20%
LWAC
203
Laurel Wealth Advisors (California)
California
$2.59M +$443K +9,850 +21%
PPC
204
Park Place Capital
Alabama
$2.58M +$2.58M +57,400 New
SP
205
Successful Portfolios
Florida
$2.56M +$504K +11,208 +25%
LW
206
Linscomb Wealth
Texas
$2.5M -$229K -5,099 -8%
CAL
207
Capital Analysts LLC
Pennsylvania
$2.49M +$966K +21,489 +63%
HIM
208
Hanlon Investment Management
New Jersey
$2.45M +$281K +6,250 +13%
WWP
209
WR Wealth Planners
Missouri
$2.44M +$171K +3,795 +8%
AWM
210
Alterna Wealth Management
Texas
$2.44M +$237K +5,269 +11%
G
211
Gainplan
Michigan
$2.42M +$2.42M +53,800 New
USCWA
212
U.S. Capital Wealth Advisors
Texas
$2.32M +$196K +4,364 +9%
EPP
213
ETF Portfolio Partners
Kansas
$2.32M -$876K -19,507 -27%
GWP
214
Gateway Wealth Partners
Wisconsin
$2.24M +$2.24M +49,843 New
MLA
215
My Legacy Advisors
Oregon
$2.23M +$1.18M +25,475 +113%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$2.23M -$360K -8,022 -14%
BAM
217
Belpointe Asset Management
Nevada
$2.2M +$425K +9,459 +24%
T
218
TRUADVICE
Florida
$2.19M +$324K +7,009 +17%
KPWG
219
KFA Private Wealth Group
Virginia
$2.15M -$281K -6,248 -12%
NCM
220
NCM Capital Management
New Jersey
$2.1M +$350K +7,789 +20%
FA
221
FC Advisory
Pennsylvania
$2.09M +$1.06M +23,515 +102%
Cerity Partners
222
Cerity Partners
New York
$2.05M +$2.05M +45,610 New
SPC
223
Sigma Planning Corp
Michigan
$2.03M +$360K +8,013 +22%
APC
224
Aspire Private Capital
North Carolina
$2.02M +$714K +15,902 +55%
SI
225
Stephens Inc
Arkansas
$1.99M -$43.6K -970 -2%
7 8
9
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