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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 %
AP
251
Agilis Partners
Massachusetts
$3.3M +$1.65M +36,505 +100%
Squarepoint
252
Squarepoint
New York
$3.3M -$141K -3,122 -4%
WWM
253
WJ Wealth Management
Arizona
$3.23M -$78K -1,725 -2%
SP
254
Stonebrook Private
Michigan
$3.21M -$2.69M -59,483 -46%
KWM
255
Keebeck Wealth Management
Illinois
$3.21M +$22K +486 +0.7%
CWA
256
Clearview Wealth Advisors
Oregon
$3.19M -$2.13M -46,993 -40%
CAM
257
Concorde Asset Management
Michigan
$3.19M -$16.7K -370 -0.5%
SPIA
258
Steward Partners Investment Advisory
New York
$3.18M -$387K -8,566 -11%
SFG
259
Sovereign Financial Group
Connecticut
$3.15M +$529K +11,694 +20%
Citadel Advisors
260
Citadel Advisors
Florida
$3.14M +$3.14M +69,369 New
FW
261
FullCircle Wealth
Texas
$3.13M +$3.13M +68,683 New
RIM
262
Redwood Investment Management
Arizona
$3.06M +$91.2K +2,017 +3%
HIM
263
Hanlon Investment Management
New Jersey
$3.04M -$45.5K -1,007 -1%
Jane Street
264
Jane Street
New York
$3.03M +$3.03M +66,965 New
MWS
265
Maxwell Wealth Strategies
California
$3.02M -$148K -3,268 -5%
RWPA
266
Richard W. Paul & Associates
Michigan
$3M +$163K +3,601 +6%
AWA
267
Arkadios Wealth Advisors
Georgia
$2.92M +$2.5M +55,213 +595%
EWA
268
EverSource Wealth Advisors
Alabama
$2.91M +$1.94M +42,115 +201%
CCWA
269
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.88M -$279K -6,162 -9%
FA
270
FC Advisory
Pennsylvania
$2.78M +$47.9K +1,060 +2%
KPWS
271
Kestra Private Wealth Services
Texas
$2.78M +$460K +10,162 +20%
USCWA
272
U.S. Capital Wealth Advisors
Texas
$2.77M +$128K +2,840 +5%
SA
273
Sunesis Advisors
Kansas
$2.77M +$21K +464 +0.8%
BIG
274
Bush Investment Group
Georgia
$2.77M +$172K +3,794 +7%
EWA
275
Evolution Wealth Advisors
Florida
$2.7M – – –
9 10
11
12 13