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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 %
KPWS
276
Kestra Private Wealth Services
Texas
$3.05M +$148K +3,150 +5%
ACM
277
Absolute Capital Management
Pennsylvania
$3.04M +$735K +15,600 +32%
Financial Engines Advisors
278
Financial Engines Advisors
California
$3.01M +$442K +9,375 +17%
WWM
279
Western Wealth Management
Colorado
$3M +$1.11M +23,531 +59%
BBA
280
Braun-Bostich & Associates
Pennsylvania
$2.95M +$954K +20,246 +48%
FA
281
FC Advisory
Pennsylvania
$2.94M +$42.1K +894 +1%
SA
282
Sunesis Advisors
Kansas
$2.9M +$22.3K +473 +0.8%
AWA
283
Arete Wealth Advisors
Illinois
$2.9M -$718K -15,230 -20%
CFG
284
Cooper Financial Group
California
$2.88M +$480K +10,192 +20%
CP
285
Capital Planning
Washington
$2.86M -$1.43M -30,414 -33%
CA
286
Continuum Advisory
Idaho
$2.84M +$178K +3,907 +7%
AWA
287
Arkadios Wealth Advisors
Georgia
$2.81M -$230K -4,888 -8%
AIA
288
Alternative Investment Advisors
Florida
$2.79M +$715K +15,169 +34%
PTC
289
Private Trust Company
Ohio
$2.78M +$1.09M +23,046 +64%
GVAG
290
Great Valley Advisor Group
Delaware
$2.78M +$2.78M +59,011 New
VPP
291
Vertex Planning Partners
Illinois
$2.75M +$610K +12,942 +28%
CCWA
292
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.69M -$317K -6,722 -11%
HKIMG
293
Hutchens & Kramer Investment Management Group
Indiana
$2.68M +$950K +20,175 +55%
OWA
294
Opal Wealth Advisors
New York
$2.64M -$120K -2,552 -4%
Creative Planning
295
Creative Planning
Kansas
$2.58M +$190K +4,037 +8%
TWP
296
Tempus Wealth Planning
California
$2.57M +$400K +8,486 +18%
VWA
297
Visionary Wealth Advisors
Illinois
$2.55M +$792K +16,813 +45%
IAG
298
Investment Advisory Group
Massachusetts
$2.54M +$84.8K +1,800 +3%
AQR Capital Management
299
AQR Capital Management
Connecticut
$2.51M +$2.27M +48,207 +950%
WAL
300
W Advisors LLC
Tennessee
$2.5M +$832K +17,667 +50%
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