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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

629 hedge funds and large institutions have $27.9B invested in iShares Core Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 389 increasing their positions, 116 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
9.12%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
1.51%
New
73
Increased
389
Reduced
116
Closed
55
Calls
$32K
Puts
$246K
Net Calls
-$214K
Net Calls Change
-$214K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.13B
2
LPL Financial
LPL Financial
California
$1.46B
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$895M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$395M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$763M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$879M
2
Osaic Holdings
Osaic Holdings
Arizona
$91.1M
3
BlackRock
BlackRock
New York
$2.6B
4
FGAM
Financial Gravity Asset Management
Texas
$2.77M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
226
White Lighthouse Investment Management
Massachusetts
$4.27M +$138K +3,019 +3%
KWS
227
Keystone Wealth Services
California
$4.25M +$172K +3,775 +4%
RW
228
Regimen Wealth
Georgia
$4.24M +$13.6K +298 +0.3%
IA
229
IFG Advisory
Georgia
$4.13M +$1.58M +34,654 +62%
CP
230
Capital Planning
Washington
$4.12M +$171K +3,743 +4%
SPC
231
Sigma Planning Corp
Michigan
$3.88M +$2.88M +63,135 +286%
KDA
232
Kraft Davis & Associates
Missouri
$3.75M +$1.22M +27,217 +48%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$3.74M -$1.06M -23,273 -22%
AWM
234
Alterna Wealth Management
Texas
$3.68M -$128K -2,809 -3%
CWP
235
Cyndeo Wealth Partners
Florida
$3.61M +$3.3M +72,427 +1,081%
AWA
236
Arete Wealth Advisors
Illinois
$3.6M +$738K +16,190 +26%
WP
237
WealthPLAN Partners
Nebraska
$3.6M +$1.55M +34,072 +76%
SPIA
238
Steward Partners Investment Advisory
New York
$3.6M +$904K +19,820 +34%
MI
239
Moneywise Inc
Virginia
$3.58M +$3.58M +78,547 New
BAWM
240
Bennett Associates Wealth Management
Pennsylvania
$3.48M +$262K +5,739 +8%
Squarepoint
241
Squarepoint
New York
$3.47M -$1.66M -36,347 -32%
CIA
242
Concurrent Investment Advisors
Florida
$3.44M +$1.45M +31,828 +73%
SCM
243
Sheridan Capital Management
California
$3.43M -$56.6K -1,241 -2%
LIA
244
LifePlan Investment Advisors
North Carolina
$3.43M +$916K +20,084 +36%
SWP
245
Summit Wealth Partners
Florida
$3.4M +$809K +17,740 +31%
IP
246
Ignite Planners
California
$3.39M +$932K +20,657 +38%
WWM
247
WJ Wealth Management
Arizona
$3.34M +$3.34M +73,245 New
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$3.34M +$1.48M +32,389 +79%
CPBTD
249
Central Pacific Bank - Trust Division
Hawaii
$3.32M +$3.32M +73,623 New
LSA
250
Lansing Street Advisors
Pennsylvania
$3.25M +$1.11M +24,420 +52%
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