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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

642 hedge funds and large institutions have $28.2B invested in iShares Core Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 280 increasing their positions, 235 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+13
Holders Change %
+2.07%
% of All Funds
9.34%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.59%
New
77
Increased
280
Reduced
235
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K

Top Buyers

1
BlackRock
BlackRock
New York
+$129M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$112M
3
MAV
Mason & Associates (Virginia)
Virginia
+$108M
4
OIA
OneDigital Investment Advisors
Kansas
+$81.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$60.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$161M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$139M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$97.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77.2M
5
CW
CreativeOne Wealth
Kansas
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
226
Maia Wealth
Colorado
$4.53M +$4.53M +99,291 New
MAM
227
Milestone Asset Management
Pennsylvania
$4.47M +$4.47M +98,805 New
HI
228
Harbour Investments
Wisconsin
$4.46M -$8.14K -180 -0.2%
FWP
229
Firethorn Wealth Partners
Georgia
$4.44M -$300K -6,643 -6%
LPP
230
Life Planning Partners
Florida
$4.34M -$248K -5,476 -5%
PPC
231
Park Place Capital
Alabama
$4.29M -$771K -17,056 -15%
KWS
232
Keystone Wealth Services
California
$4.23M +$18.4K +407 +0.4%
CP
233
Capital Planning
Washington
$4.12M +$35K +773 +0.9%
TCA
234
Transcend Capital Advisors
New Jersey
$4.09M -$537K -11,865 -12%
IA
235
IFG Advisory
Georgia
$4.03M -$66K -1,459 -2%
IP
236
Ignite Planners
California
$3.98M +$574K +12,628 +17%
CIA
237
Concurrent Investment Advisors
Florida
$3.93M +$516K +11,413 +15%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$3.93M -$310K -6,848 -7%
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$3.85M +$538K +11,903 +16%
P
240
&Partners
Tennessee
$3.83M +$3.04M +67,287 +385%
SPC
241
Sigma Planning Corp
Michigan
$3.8M -$49.8K -1,101 -1%
KDA
242
Kraft Davis & Associates
Missouri
$3.8M -$14.1K -307 -0.4%
LIA
243
LifePlan Investment Advisors
North Carolina
$3.74M +$340K +7,521 +10%
WP
244
WealthPLAN Partners
Nebraska
$3.69M +$124K +2,741 +3%
LSA
245
Lansing Street Advisors
Pennsylvania
$3.58M +$357K +7,886 +11%
SWP
246
Stratos Wealth Partners
Ohio
$3.56M +$729K +16,122 +26%
BAWM
247
Bennett Associates Wealth Management
Pennsylvania
$3.54M +$89.9K +1,987 +3%
AWA
248
Arete Wealth Advisors
Illinois
$3.47M -$99K -2,190 -3%
CFD
249
Creative Financial Designs
Indiana
$3.37M +$304K +6,713 +10%
SCM
250
Sheridan Capital Management
California
$3.36M -$17.2K -384 -0.5%
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