IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

166 hedge funds and large institutions have $4.07B invested in iShares Core Total USD Bond Market ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+38
Holders Change %
+29.69%
% of All Funds
3.28%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.34%
New
50
Increased
73
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$1.65B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$115M
3
ONST
Old North State Trust
North Carolina
$15.8M
4
Morgan Stanley
Morgan Stanley
New York
$239M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$388M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$90.4M
2
ST
Spinnaker Trust
Maine
$68.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.9M
4
CI
CX Institutional
Indiana
$6.82M
5
SHIM
Stone House Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.65B +$89.8M +1,722,619 +6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$495M – – –
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$388M +$15M +287,039 +4%
Morgan Stanley
4
Morgan Stanley
New York
$239M +$15.2M +291,021 +7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$146M +$6.99M +134,106 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$115M +$18.7M +358,796 +19%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$104M +$12.4M +237,111 +13%
UBS Group
8
UBS Group
Switzerland
$91.3M +$5.14M +98,615 +6%
Ameriprise
9
Ameriprise
Minnesota
$90.4M -$57.3M -1,099,090 -39%
ST
10
Spinnaker Trust
Maine
$68.1M -$8.65M -166,084 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$62.6M +$13.3M +254,928 +27%
Bank of America
12
Bank of America
North Carolina
$41.1M +$584K +11,204 +1%
DWM
13
Destination Wealth Management
California
$32.1M +$737K +14,144 +2%
FCM
14
Firestone Capital Management
Florida
$28.1M +$28.1M +539,583 New
DWA
15
Divergent Wealth Advisors
Utah
$25.2M +$12M +230,572 +91%
SMM
16
Stadion Money Management
Georgia
$25.2M +$9.37M +179,804 +59%
Wells Fargo
17
Wells Fargo
California
$25.2M +$11M +211,463 +78%
RJA
18
Raymond James & Associates
Florida
$23.9M +$969K +18,589 +4%
LPL Financial
19
LPL Financial
California
$22.3M +$5.75M +110,340 +35%
RPWA
20
Regent Peak Wealth Advisors
Georgia
$19.9M +$19.9M +382,593 New
KeyBank National Association
21
KeyBank National Association
Ohio
$19.3M -$1.4M -26,799 -7%
CAN
22
Cetera Advisor Networks
California
$18.6M +$11.7M +224,208 +169%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$16.1M +$565K +10,885 +4%
ONST
24
Old North State Trust
North Carolina
$15.8M +$15.8M +304,038 New
AssetMark Inc
25
AssetMark Inc
California
$15.4M +$4.95M +94,945 +47%
1
2 3 4 5