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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

659 hedge funds and large institutions have $33.3B invested in iShares Core Total USD Bond Market ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 387 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+17
Holders Change %
+2.65%
% of All Funds
9.53%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.68%
New
72
Increased
387
Reduced
146
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.31B
2
LPL Financial
LPL Financial
California
+$313M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$192M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$164M
5
WANY
Wealthspire Advisors (New York)
New York
+$158M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$24.6M
2
DWM
Dynasty Wealth Management
Florida
-$18.8M
3
KAS
Kestra Advisory Services
Texas
-$16.8M
4
LWM
Liberty Wealth Management
California
-$14.7M
5
TWG
The Wealth Group
Minnesota
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$3.8M +$485K +10,292 +15%
KDA
252
Kraft Davis & Associates
Missouri
$3.79M -$12.3K -269 -0.3%
HIM
253
Hanlon Investment Management
New Jersey
$3.79M +$620K +13,155 +20%
CFD
254
Creative Financial Designs
Indiana
$3.78M +$269K +5,708 +8%
APC
255
Aspire Private Capital
North Carolina
$3.67M +$1.12M +23,786 +44%
CWA
256
Clearview Wealth Advisors
Oregon
$3.66M +$326K +6,929 +10%
SCM
257
Sheridan Capital Management
California
$3.59M +$56.5K +1,200 +2%
AWA
258
Adapt Wealth Advisors
Georgia
$3.56M -$2.54M -53,932 -42%
OWP
259
ORG Wealth Partners
Texas
$3.52M +$3.52M +74,603 New
SRWM
260
Shira Ridge Wealth Management
California
$3.49M +$2.61M +55,294 +295%
SAM
261
Strategy Asset Managers
California
$3.47M +$3.47M +73,708 New
AP
262
Agilis Partners
Massachusetts
$3.44M – – –
BIG
263
Bush Investment Group
Georgia
$3.38M +$502K +10,644 +17%
MWM
264
Modern Wealth Management
Kansas
$3.36M +$713K +15,128 +27%
USCWA
265
U.S. Capital Wealth Advisors
Texas
$3.32M +$432K +9,168 +15%
MWS
266
Maxwell Wealth Strategies
California
$3.3M +$242K +5,270 +8%
SPC
267
Sigma Planning Corp
Michigan
$3.26M -$699K -14,831 -18%
RWPA
268
Richard W. Paul & Associates
Michigan
$3.19M +$63.4K +1,346 +2%
MCC
269
Maiden Cove Capital
Maine
$3.19M +$455K +9,665 +17%
ACA
270
Aptus Capital Advisors
Alabama
$3.15M +$1.88M +39,896 +148%
BAM
271
BOS Asset Management
Illinois
$3.12M +$1.12M +23,874 +56%
CCFM
272
Clear Creek Financial Management
Washington
$3.1M +$491K +10,414 +19%
SPI
273
Sutton Place Investors
New York
$3.09M +$536K +11,380 +21%
NL
274
NWAM LLC
Washington
$3.09M +$3.09M +65,522 New
EWA
275
Evolution Wealth Advisors
Florida
$3.08M +$275K +5,830 +10%
9 10
11
12 13