IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

710 hedge funds and large institutions have $32B invested in iShares Core Total USD Bond Market ETF in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 241 increasing their positions, 291 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+51
Holders Change %
+7.74%
% of All Funds
9.45%
Holding in Top 10
129
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.21%
% of All Funds
1.72%
New
128
Increased
241
Reduced
291
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$3.09B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.74B
3
LPL Financial
LPL Financial
California
$2.02B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$819M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$853M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$969M
5
PAS
Park Avenue Securities
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
226
Gateway Wealth Partners
Wisconsin
$5.91M +$647K +14,316 +12%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$5.86M +$657K +14,545 +13%
IA
228
IFP Advisors
Florida
$5.74M +$456K +10,088 +9%
ARG
229
Advisory Resource Group
Oklahoma
$5.71M +$5.71M +126,357 New
AC
230
Apella Capital
Connecticut
$5.68M +$3.78M +83,568 +198%
SL
231
SWMG LLC
Texas
$5.68M +$47.8K +1,056 +0.8%
KW
232
Keyvantage Wealth
Pennsylvania
$5.68M +$5.68M +125,602 New
CWI
233
Conscious Wealth Investments
Florida
$5.66M +$54.2K +1,199 +1%
WIM
234
Westside Investment Management
California
$5.42M +$83.6K +1,850 +2%
MYIA
235
Mount Yale Investment Advisors
Colorado
$5.39M -$1.42M -31,500 -21%
WFAG
236
Worth Financial Advisory Group
North Carolina
$5.35M -$26.9K -596 -0.5%
MIS
237
Morningstar Investment Services
Illinois
$5.35M -$43.6M -963,833 -89%
MCM
238
M1 Capital Management
Michigan
$5.27M +$5.27M +116,662 New
MI
239
Moneywise Inc
Virginia
$5.27M -$41.5K -918 -0.8%
TF
240
Theory Financial
Colorado
$5.25M -$1.18M -26,082 -18%
CAM
241
Concorde Asset Management
Michigan
$5.25M +$630K +13,945 +14%
MW
242
Maia Wealth
Colorado
$4.91M -$1.82M -40,041 -27%
BAWM
243
Bennett Associates Wealth Management
Pennsylvania
$4.81M +$1.11M +24,657 +30%
VWM
244
Venturi Wealth Management
Texas
$4.75M -$160K -3,541 -3%
SWP
245
Stratos Wealth Partners
Ohio
$4.69M +$490K +10,839 +12%
FHC
246
First Heartland Consultants
Missouri
$4.69M +$48.1K +1,065 +1%
RIM
247
Redwood Investment Management
Arizona
$4.49M +$328K +7,248 +8%
Kovitz Investment Group Partners
248
Kovitz Investment Group Partners
Illinois
$4.48M -$23.1K -512 -0.5%
BAM
249
BOS Asset Management
Illinois
$4.47M +$1.48M +32,655 +49%
LSA
250
Lansing Street Advisors
Pennsylvania
$4.47M +$753K +16,654 +20%
8 9
10
11 12