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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares Core Total USD Bond Market ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 200 increasing their positions, 254 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+83
Holders Change %
+15.34%
% of All Funds
9.15%
Holding in Top 10
102
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.93%
% of All Funds
1.5%
New
138
Increased
200
Reduced
254
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.21B
2
Morgan Stanley
Morgan Stanley
New York
$1.34B
3
UCFA
United Capital Financial Advisors
Texas
$198M
4
BlackRock
BlackRock
New York
$2.78B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$74.8M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$3.38M -$344K -7,471 -9%
TPWA
227
Twin Peaks Wealth Advisors
California
$3.31M +$3.31M +71,851 New
BAWM
228
Bennett Associates Wealth Management
Pennsylvania
$3.25M +$3.25M +70,648 New
BWA
229
BCU Wealth Advisors
Illinois
$3.2M +$3.2M +69,435 New
AF
230
Advisornet Financial
Minnesota
$3.19M -$54.9K -1,191 -2%
MW
231
Maia Wealth
Colorado
$3.18M +$3.18M +69,085 New
FWP
232
Firethorn Wealth Partners
Georgia
$3.18M -$709K -15,388 -18%
RSWM
233
Robertson Stephens Wealth Management
California
$3.17M -$5.1M -110,808 -62%
FGAM
234
Financial Gravity Asset Management
Texas
$3.13M +$55K +37,534 +2%
VWA
235
Visionary Wealth Advisors
Illinois
$3.04M +$2.24M +48,589 +281%
MWS
236
Maxwell Wealth Strategies
California
$2.93M +$2.93M +63,621 New
PFM
237
Phillips Financial Management
Indiana
$2.9M -$106K -2,309 -4%
AWA
238
Arete Wealth Advisors
Illinois
$2.89M -$2.4K -52 -0.1%
OMC
239
Old Mission Capital
Illinois
$2.85M +$2.85M +61,797 New
KPWG
240
KFA Private Wealth Group
Virginia
$2.79M +$383K +8,317 +16%
SA
241
Sunesis Advisors
Kansas
$2.78M +$146K +3,166 +6%
EPP
242
ETF Portfolio Partners
Kansas
$2.76M +$31.5K +684 +1%
OWA
243
Opal Wealth Advisors
New York
$2.75M +$2.75M +59,683 New
FA
244
FC Advisory
Pennsylvania
$2.75M +$388K +8,422 +16%
EWA
245
Evolution Wealth Advisors
Florida
$2.75M – – –
SAI
246
Savvy Advisors Inc
New York
$2.73M +$2.73M +59,346 New
SPIA
247
Steward Partners Investment Advisory
New York
$2.72M -$11.6M -252,447 -81%
SFA
248
Seneca Financial Advisors
New York
$2.64M +$2.64M +57,332 New
RIM
249
Redwood Investment Management
Arizona
$2.64M +$232K +5,030 +10%
WA
250
Wealthstar Advisors
Texas
$2.62M +$92 +2 +0%
8 9
10
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