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iShares Core Total USD Bond Market ETF

719 hedge funds and large institutions have $32.3B invested in iShares Core Total USD Bond Market ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+9
Holders Change %
+1.27%
% of All Funds
9.77%
Holding in Top 10
116
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.08%
% of All Funds
1.58%
New
80
Increased
267
Reduced
315
Closed
52
Calls
$5K
Puts
$18K
Net Calls
-$13K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Shares
Change %
BAWM
226
Bennett Associates Wealth Management
Pennsylvania
$5.1M +$198K +4,295 +4%
MW
227
Maia Wealth
Colorado
$5.09M +$191K +4,210 +4%
SWA
228
Sax Wealth Advisors
New Jersey
$5.01M +$2.21M +47,979 +79%
CWI
229
Conscious Wealth Investments
Florida
$4.95M -$747K -16,419 -13%
LIA
230
LifePlan Investment Advisors
North Carolina
$4.93M +$653K +14,165 +15%
VWM
231
Venturi Wealth Management
Texas
$4.73M -$108K -2,338 -2%
CAM
232
Concorde Asset Management
Michigan
$4.71M -$580K -12,721 -11%
GWM
233
Geneos Wealth Management
Colorado
$4.7M +$2.82M +61,187 +150%
IP
234
Ignite Planners
California
$4.69M +$360K +7,870 +8%
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$4.58M +$9.22K +200 +0.2%
OP
236
ORG Partners
Indiana
$4.5M -$19.9M -433,661 -82%
SPIA
237
Steward Partners Investment Advisory
New York
$4.46M +$318K +6,895 +8%
BAM
238
BOS Asset Management
Illinois
$4.39M -$161K -3,504 -4%
SRWM
239
Shira Ridge Wealth Management
California
$4.29M -$224K -4,867 -5%
LWA
240
Lifelong Wealth Advisors
Minnesota
$4.29M -$14.4K -313 -0.3%
LPP
241
Life Planning Partners
Florida
$4.28M -$189K -4,091 -4%
LSA
242
Lansing Street Advisors
Pennsylvania
$4.27M -$283K -6,133 -6%
GFA
243
Gallagher Fiduciary Advisors
Illinois
$4.21M +$3.4M +73,847 +421%
CCFM
244
Clear Creek Financial Management
Washington
$4.21M +$640K +13,897 +18%
FWP
245
Firethorn Wealth Partners
Georgia
$4.19M -$200K -4,344 -5%
RWRC
246
R.W. Roge & Company
New York
$4.17M -$4.34M -94,189 -51%
WLIM
247
White Lighthouse Investment Management
Massachusetts
$4.12M -$127K -2,757 -3%
AWA
248
Arkadios Wealth Advisors
Georgia
$4.12M +$1.1M +23,884 +37%
MI
249
Moneywise Inc
Virginia
$4.11M -$1.26M -27,434 -24%
Creative Planning
250
Creative Planning
Kansas
$4.1M +$2.33M +50,634 +132%