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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 %
CAM
251
Concorde Asset Management
Michigan
$3.23M +$850K +18,639 +36%
KPWG
252
KFA Private Wealth Group
Virginia
$3.22M +$466K +10,221 +17%
KWM
253
Keebeck Wealth Management
Illinois
$3.21M +$1.14M +24,963 +55%
CCWA
254
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.19M -$1.02M -22,311 -24%
MWS
255
Maxwell Wealth Strategies
California
$3.14M +$290K +6,475 +10%
HIM
256
Hanlon Investment Management
New Jersey
$3.11M +$582K +12,775 +23%
CFD
257
Creative Financial Designs
Indiana
$3.09M +$968K +21,236 +46%
FHC
258
First Heartland Consultants
Missouri
$3.02M +$1.25M +27,347 +70%
RIM
259
Redwood Investment Management
Arizona
$2.99M +$378K +8,288 +14%
OWA
260
Outlook Wealth Advisors
Texas
$2.87M +$2.87M +62,903 New
RWPA
261
Richard W. Paul & Associates
Michigan
$2.86M +$2.86M +62,719 New
SWP
262
Stratos Wealth Partners
Ohio
$2.86M +$2.86M +62,676 New
FGAM
263
Financial Gravity Asset Management
Texas
$2.77M -$95.2M -2,073,989 -97%
SA
264
Sunesis Advisors
Kansas
$2.77M +$12.7K +279 +0.5%
FA
265
FC Advisory
Pennsylvania
$2.76M +$37.1K +814 +1%
OWA
266
Opal Wealth Advisors
New York
$2.72M +$3.33K +73 +0.1%
EWA
267
Evolution Wealth Advisors
Florida
$2.72M – – –
SPI
268
Sutton Place Investors
New York
$2.7M +$1.3M +28,620 +94%
EPP
269
ETF Portfolio Partners
Kansas
$2.7M -$31.3K -687 -1%
TF
270
Theory Financial
Colorado
$2.68M +$1.82M +39,886 +210%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$2.67M +$399K +8,761 +18%
SFG
272
Sovereign Financial Group
Connecticut
$2.65M +$828K +18,160 +46%
BIG
273
Bush Investment Group
Georgia
$2.61M +$11.2K +245 +0.4%
WA
274
Wealthstar Advisors
Texas
$2.55M -$46K -1,009 -2%
PFM
275
Phillips Financial Management
Indiana
$2.54M -$328K -7,192 -11%
9 10
11
12 13