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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 %
WP
276
WealthPLAN Partners
Nebraska
$2.07M +$510K +11,079 +33%
BAM
277
BOS Asset Management
Illinois
$2.06M +$713K +15,481 +53%
PIMG
278
Patriot Investment Management Group
Tennessee
$2.04M -$1.86M -40,315 -48%
MPW
279
MA Private Wealth
California
$2.03M -$1.94M -42,018 -49%
GWM
280
Geneos Wealth Management
Colorado
$2.02M -$209K -4,536 -9%
CIA
281
Concurrent Investment Advisors
Florida
$2.01M +$2.01M +43,715 New
WA
282
WBH Advisory
Maryland
$1.98M -$195K -4,237 -9%
EFG
283
Ehrlich Financial Group
California
$1.95M +$1.95M +42,253 New
Citigroup
284
Citigroup
New York
$1.91M +$309K +6,698 +19%
LRIA
285
Leonard Rickey Investment Advisors
Washington
$1.9M -$30.3K -658 -2%
CFG
286
Cooper Financial Group
California
$1.9M -$2.05M -44,390 -52%
TWP
287
Tempus Wealth Planning
California
$1.89M +$410K +8,910 +28%
SI
288
Stephens Inc
Arkansas
$1.89M -$205K -4,456 -10%
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M +$150K +3,260 +9%
APC
290
Aspire Private Capital
North Carolina
$1.85M -$98.9K -2,147 -5%
SFG
291
Sovereign Financial Group
Connecticut
$1.84M -$627K -13,617 -25%
FHC
292
First Heartland Consultants
Missouri
$1.8M -$91.7K -1,986 -5%
NL
293
NWAM LLC
Washington
$1.77M -$654K -14,203 -27%
KPWS
294
Kestra Private Wealth Services
Texas
$1.75M -$1.17M -25,302 -40%
WWM
295
Western Wealth Management
Colorado
$1.7M +$400K +8,678 +31%
IF
296
IRON Financial
Illinois
$1.69M +$73.8K +1,601 +5%
QFA
297
Quattro Financial Advisors
Texas
$1.66M -$1.28B -35,388 -100%
ACM
298
Absolute Capital Management
Pennsylvania
$1.65M -$201K -4,368 -11%
CM
299
Columbus Macro
Pennsylvania
$1.64M +$8.48K +184 +0.5%
AG
300
Ascent Group
Virginia
$1.56M +$107K +2,356 +7%
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12
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