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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 %
OWA
276
Opal Wealth Advisors
New York
$2.65M -$48.9K -1,082 -2%
CA
277
Continuum Advisory
Idaho
$2.64M +$179K +3,957 +7%
MCC
278
Maiden Cove Capital
Maine
$2.62M +$2.62M +57,943 New
KPWG
279
KFA Private Wealth Group
Virginia
$2.56M -$636K -14,059 -20%
MWM
280
Modern Wealth Management
Kansas
$2.54M +$890K +19,687 +54%
CCFM
281
Clear Creek Financial Management
Washington
$2.5M -$12.1K -268 -0.5%
PFM
282
Phillips Financial Management
Indiana
$2.47M -$46.5K -1,028 -2%
Financial Engines Advisors
283
Financial Engines Advisors
California
$2.47M +$149K +3,305 +6%
NCM
284
Northwest Capital Management
Oregon
$2.47M -$3.49M -77,114 -59%
Natixis Advisors
285
Natixis Advisors
Massachusetts
$2.46M +$786K +17,372 +47%
SPI
286
Sutton Place Investors
New York
$2.45M -$226K -4,987 -8%
APC
287
Aspire Private Capital
North Carolina
$2.44M +$34.3K +759 +1%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$2.44M -$1.26M -27,936 -34%
MBT
289
Montecito Bank & Trust
California
$2.4M -$86.6K -1,915 -3%
OAS
290
Optivise Advisory Services
Tennessee
$2.38M +$2.38M +52,659 New
IAG
291
Investment Advisory Group
Massachusetts
$2.36M +$51.6K +1,140 +2%
IFAM
292
Institutional & Family Asset Management
Colorado
$2.33M -$25.5K -564 -1%
HCM
293
Howard Capital Management
Georgia
$2.32M -$127K -2,818 -5%
CFG
294
Cooper Financial Group
California
$2.3M +$66.5K +1,471 +3%
Creative Planning
295
Creative Planning
Kansas
$2.29M +$25.5K +564 +1%
ACM
296
Absolute Capital Management
Pennsylvania
$2.22M +$95.8K +2,119 +5%
GWP
297
Gen-Wealth Partners
Michigan
$2.16M -$89.6K -1,981 -4%
JSL
298
JT Stratford LLC
Georgia
$2.12M +$10K +222 +0.5%
WWP
299
WR Wealth Planners
Missouri
$2.09M -$38.2K -845 -2%
TWP
300
Tempus Wealth Planning
California
$2.08M +$116K +2,557 +6%
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