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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

522 hedge funds and large institutions have $22.3B invested in iShares Core Total USD Bond Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 263 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
8.23%
Holding in Top 10
83
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.19%
% of All Funds
1.31%
New
58
Increased
263
Reduced
150
Closed
40
Calls
$1.03M
Puts
$305K
Net Calls
+$723K
Net Calls Change
-$1.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$149M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$80.3M
3
Ameriprise
Ameriprise
Minnesota
+$73.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$55.6M
5
Wells Fargo
Wells Fargo
California
+$43.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$22.6M
2
MOS
MGO One Seven
Ohio
-$18M
3
PAMG
Patton Albertson Miller Group
Tennessee
-$10.2M
4
BWP
Bernardo Wealth Planning
Pennsylvania
-$8.17M
5
NL
NWAM LLC
Washington
-$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
201
Kestra Private Wealth Services
Texas
$3.18M +$601K +13,218 +23%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$3.17M -$1.73M -37,947 -35%
GFS
203
GYL Financial Synergies
Connecticut
$3.14M +$1.37M +30,178 +78%
PFM
204
Phillips Financial Management
Indiana
$3.13M -$87.9K -1,934 -3%
CAL
205
Capital Analysts LLC
Pennsylvania
$3.08M +$29.9K +658 +1%
SFG
206
Sovereign Financial Group
Connecticut
$3.06M +$777K +17,078 +34%
GWP
207
Gateway Wealth Partners
Wisconsin
$3.04M +$42.7K +939 +1%
BBA
208
Braun-Bostich & Associates
Pennsylvania
$3M +$70.6K +1,553 +2%
GRP
209
Global Retirement Partners
California
$2.98M +$32.7K +720 +1%
WWM
210
Windsor Wealth Management
Indiana
$2.9M -$276K -6,080 -9%
JPMorgan Chase & Co
211
JPMorgan Chase & Co
New York
$2.86M +$125K +2,757 +5%
TF
212
TimeScale Financial
Massachusetts
$2.82M +$789K +17,351 +39%
WWP
213
WR Wealth Planners
Missouri
$2.79M -$60.2K -1,323 -2%
WA
214
Wealthstar Advisors
Texas
$2.79M -$75.4K -1,659 -3%
LPAM
215
Lodestar Private Asset Management
California
$2.73M +$497K +10,924 +22%
EWA
216
Evolution Wealth Advisors
Florida
$2.71M – – –
IA
217
IFG Advisory
Georgia
$2.66M +$315K +6,933 +13%
PCA
218
Pallas Capital Advisors
Massachusetts
$2.54M +$1.69M +37,098 +198%
CPG
219
Cornerstone Planning Group
New Jersey
$2.52M +$2.52M +55,378 New
NL
220
NWAM LLC
Washington
$2.46M -$8.13M -178,742 -77%
KWM
221
Keebeck Wealth Management
Illinois
$2.41M -$35.7K -786 -1%
EPP
222
ETF Portfolio Partners
Kansas
$2.41M +$85.8K +1,887 +4%
FHC
223
First Heartland Consultants
Missouri
$2.4M +$188K +4,127 +8%
KPWG
224
KFA Private Wealth Group
Virginia
$2.37M +$105K +2,320 +5%
WA
225
WBH Advisory
Maryland
$2.36M +$162K +3,563 +7%
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