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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

507 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 290 increasing their positions, 117 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
8.12%
Holding in Top 10
84
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.09%
% of All Funds
1.34%
New
61
Increased
290
Reduced
117
Closed
62
Calls
$2.12M
Puts
$268K
Net Calls
+$1.85M
Net Calls Change
+$1.17M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.91B
2
LPL Financial
2
LPL Financial
California
$1.15B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$946M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$556M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$693M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.8B
2
KAS
2
Kestra Advisory Services
Texas
$14.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$59.7M
4
SMM
4
Stadion Money Management
Georgia
$15.8M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
201
Triangle Securities Wealth Management
North Carolina
$3.08M +$1.38M +29,828 +81%
GWP
202
Gateway Wealth Partners
Wisconsin
$3.04M +$741K +16,061 +32%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$3.03M +$739K +16,010 +32%
GRP
204
Global Retirement Partners
California
$3M +$308K +6,654 +11%
BBA
205
Braun-Bostich & Associates
Pennsylvania
$2.97M +$1.14M +24,754 +63%
WA
206
Wealthstar Advisors
Texas
$2.91M -$1.25M -27,143 -30%
AWM
207
Apollon Wealth Management
South Carolina
$2.9M +$1.15M +25,006 +66%
WWP
208
WR Wealth Planners
Missouri
$2.9M +$391K +8,477 +16%
JPMorgan Chase & Co
209
JPMorgan Chase & Co
New York
$2.77M +$898K +19,446 +48%
EWA
210
Evolution Wealth Advisors
Florida
$2.75M – – –
KPWS
211
Kestra Private Wealth Services
Texas
$2.61M +$2.06M +44,601 +371%
MLA
212
My Legacy Advisors
Oregon
$2.53M +$306K +6,633 +14%
KWM
213
Keebeck Wealth Management
Illinois
$2.48M +$646K +14,000 +35%
KFS
214
Kelly Financial Services
Massachusetts
$2.39M +$544K +11,797 +29%
IA
215
IFG Advisory
Georgia
$2.38M +$678K +14,697 +40%
IFAM
216
Institutional & Family Asset Management
Colorado
$2.36M +$997K +21,611 +73%
EPP
217
ETF Portfolio Partners
Kansas
$2.36M -$25.2K -547 -1%
SFG
218
Sovereign Financial Group
Connecticut
$2.32M +$459K +9,937 +25%
VC
219
Veracity Capital
Georgia
$2.32M +$784K +16,981 +51%
M1FG
220
Mach-1 Financial Group
Arkansas
$2.31M +$2.31M +50 New
KPWG
221
KFA Private Wealth Group
Virginia
$2.3M +$91.3K +1,978 +4%
T
222
TRUADVICE
Florida
$2.3M +$111K +2,393 +5%
LPAM
223
Lodestar Private Asset Management
California
$2.27M +$1.44M +31,248 +175%
FA
224
FC Advisory
Pennsylvania
$2.27M +$119K +2,587 +6%
LW
225
Linscomb Wealth
Texas
$2.25M -$320K -6,942 -12%
7 8
9
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