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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
+$1.06B
2
Morgan Stanley
Morgan Stanley
New York
+$715M
3
UCFA
United Capital Financial Advisors
Texas
+$198M
4
BlackRock
BlackRock
New York
+$157M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$73.1M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.28B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$286M
3
Osaic Holdings
Osaic Holdings
Arizona
-$248M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$190M
5
UBS Group
UBS Group
Switzerland
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Summit Wealth Partners
Florida
$2.62M +$1.05M +22,721 +66%
BIG
252
Bush Investment Group
Georgia
$2.61M +$2.61M +57,111 New
IA
253
IFG Advisory
Georgia
$2.58M -$120K -2,610 -4%
PCIA
254
Prime Capital Investment Advisors
Kansas
$2.57M +$2.57M +55,881 New
Financial Engines Advisors
255
Financial Engines Advisors
California
$2.57M +$2.57M +55,701 New
KDA
256
Kraft Davis & Associates
Missouri
$2.56M +$2.56M +56,158 New
HIM
257
Hanlon Investment Management
New Jersey
$2.56M -$685K -14,868 -21%
LIA
258
LifePlan Investment Advisors
North Carolina
$2.54M +$123K +2,673 +5%
DAS
259
Dynamic Advisor Solutions
Arizona
$2.5M +$1.32M +29,058 +113%
IP
260
Ignite Planners
California
$2.49M +$2.49M +54,359 New
WWP
261
WR Wealth Planners
Missouri
$2.48M -$301K -6,540 -11%
MBT
262
Montecito Bank & Trust
California
$2.43M +$1.38M +29,969 +132%
RL
263
Retireful LLC
Michigan
$2.42M +$2.42M +52,570 New
CAM
264
Concorde Asset Management
Michigan
$2.41M +$368K +7,983 +18%
AC
265
Apella Capital
Connecticut
$2.31M +$1.55M +34,016 +205%
USCWA
266
U.S. Capital Wealth Advisors
Texas
$2.29M +$575K +12,476 +33%
IAG
267
Investment Advisory Group
Massachusetts
$2.28M +$1.3M +28,280 +134%
IFAM
268
Institutional & Family Asset Management
Colorado
$2.27M +$2.49K +54 +0.1%
NB
269
NBT Bank
New York
$2.2M +$2.2M +47,733 New
CA
270
Continuum Advisory
Idaho
$2.18M +$1.48M +32,067 +209%
LIM
271
Leavell Investment Management
Alabama
$2.17M +$720K +15,627 +50%
LSA
272
Lansing Street Advisors
Pennsylvania
$2.16M +$2.16M +46,786 New
CFD
273
Creative Financial Designs
Indiana
$2.15M +$82.1K +1,781 +4%
KWM
274
Keebeck Wealth Management
Illinois
$2.1M -$339K -7,348 -14%
ATPW
275
Ashton Thomas Private Wealth
Arizona
$2.09M -$434K -9,430 -17%
9 10
11
12 13