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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

541 hedge funds and large institutions have $21.6B invested in iShares Core Total USD Bond Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+19
Holders Change %
+3.64%
% of All Funds
8.63%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.29%
New
64
Increased
205
Reduced
227
Closed
41
Calls
$109K
Puts
$274K
Net Calls
-$165K
Net Calls Change
-$888K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$553M
2
Wells Fargo
Wells Fargo
California
$1.6B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$856M
4
US Bancorp
US Bancorp
Minnesota
$61.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$637M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.66B
2
BlackRock
BlackRock
New York
$2.49B
3
Bank of America
Bank of America
North Carolina
$121M
4
LPL Financial
LPL Financial
California
$1.04B
5
CW
CreativeOne Wealth
Kansas
$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Analysts LLC
Pennsylvania
$3.54M +$573K +13,106 +19%
IA
202
IFP Advisors
Florida
$3.42M -$593K -13,560 -15%
GWP
203
Gateway Wealth Partners
Wisconsin
$3.27M +$347K +7,935 +12%
MFA
204
Mayflower Financial Advisors
Massachusetts
$3.12M -$1.06M -24,246 -25%
AF
205
Advisornet Financial
Minnesota
$3.08M -$16.7K -383 -0.5%
HIM
206
Hanlon Investment Management
New Jersey
$3.08M -$663K -15,167 -18%
PCA
207
Pallas Capital Advisors
Massachusetts
$3.01M +$615K +14,337 +26%
GRP
208
Global Retirement Partners
California
$2.92M +$82.9K +1,919 +3%
PFM
209
Phillips Financial Management
Indiana
$2.85M -$157K -3,589 -5%
KPWS
210
Kestra Private Wealth Services
Texas
$2.77M -$282K -6,449 -9%
AWA
211
Arete Wealth Advisors
Illinois
$2.75M -$693K -15,851 -20%
WWM
212
Windsor Wealth Management
Indiana
$2.74M -$55.2K -1,264 -2%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$2.65M -$401K -9,180 -13%
WWP
214
WR Wealth Planners
Missouri
$2.64M -$43.8K -1,003 -2%
EWA
215
Evolution Wealth Advisors
Florida
$2.61M – – –
EPP
216
ETF Portfolio Partners
Kansas
$2.58M +$271K +6,189 +12%
IA
217
IFG Advisory
Georgia
$2.56M +$3.63K +83 +0.1%
SA
218
Sunesis Advisors
Kansas
$2.5M +$2.5M +57,246 New
PAMG
219
Patton Albertson Miller Group
Tennessee
$2.5M -$1.43M -32,705 -36%
WA
220
Wealthstar Advisors
Texas
$2.49M -$193K -4,425 -7%
ATPW
221
Ashton Thomas Private Wealth
Arizona
$2.4M +$359K +8,222 +18%
SFG
222
Sovereign Financial Group
Connecticut
$2.34M -$605K -13,850 -21%
KWM
223
Keebeck Wealth Management
Illinois
$2.31M -$5.68K -130 -0.2%
NL
224
NWAM LLC
Washington
$2.3M -$61.5K -1,406 -3%
LIA
225
LifePlan Investment Advisors
North Carolina
$2.29M +$318K +7,274 +16%
7 8
9
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