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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

710 hedge funds and large institutions have $32B invested in iShares Core Total USD Bond Market ETF in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 241 increasing their positions, 291 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+51
Holders Change %
+7.74%
% of All Funds
9.45%
Holding in Top 10
129
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.21%
% of All Funds
1.72%
New
128
Increased
241
Reduced
291
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$3.09B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.74B
3
LPL Financial
LPL Financial
California
$2.02B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$819M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$853M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$969M
5
PAS
Park Avenue Securities
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRWM
251
Shira Ridge Wealth Management
California
$4.43M +$1.08M +23,874 +32%
LPP
252
Life Planning Partners
Florida
$4.38M -$66K -1,460 -1%
SAW
253
Signal Advisors Wealth
Michigan
$4.37M -$1.82M -40,323 -29%
FWP
254
Firethorn Wealth Partners
Georgia
$4.31M -$869K -19,235 -17%
IP
255
Ignite Planners
California
$4.27M +$164K +3,636 +4%
KWM
256
Keebeck Wealth Management
Illinois
$4.23M -$337K -7,463 -7%
LWA
257
Lifelong Wealth Advisors
Minnesota
$4.22M +$4.22M +93,365 New
LIA
258
LifePlan Investment Advisors
North Carolina
$4.2M -$183K -4,053 -4%
RSWM
259
Robertson Stephens Wealth Management
California
$4.18M -$2.16M -47,697 -34%
WLIM
260
White Lighthouse Investment Management
Massachusetts
$4.16M +$72.3K +1,599 +2%
KWS
261
Keystone Wealth Services
California
$4.14M -$92.7K -2,051 -2%
MWM
262
Maripau Wealth Management
Indiana
$4.1M -$1.71M -37,941 -30%
SPIA
263
Steward Partners Investment Advisory
New York
$4.06M +$417K +9,218 +11%
AWA
264
Arete Wealth Advisors
Illinois
$4.01M +$1.22M +27,071 +44%
CWA
265
Clearview Wealth Advisors
Oregon
$3.97M +$464K +10,265 +13%
TPI
266
Trust Point Inc
Wisconsin
$3.92M +$3.37M +74,573 +609%
CIA
267
Concurrent Investment Advisors
Florida
$3.8M -$607K -13,437 -14%
FW
268
FullCircle Wealth
Texas
$3.67M -$131K -2,881 -3%
AWM
269
Apex Wealth Management
New Hampshire
$3.64M +$3.64M +80,546 New
AWM
270
Alterna Wealth Management
Texas
$3.63M -$2.56M -56,660 -41%
IA
271
IFG Advisory
Georgia
$3.61M -$805K -17,811 -18%
T
272
Tidemark
California
$3.54M +$3.54M +78,312 +135,021%
CCFM
273
Clear Creek Financial Management
Washington
$3.5M +$530K +11,725 +18%
CFD
274
Creative Financial Designs
Indiana
$3.47M -$162K -3,577 -4%
APC
275
Aspire Private Capital
North Carolina
$3.45M -$68.5K -1,516 -2%
9 10
11
12 13