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iShares Core Total USD Bond Market ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
301
Clear Creek Financial Management
Washington
$1.56M +$1.02M +22,035 +187%
AP
302
Appleton Partners
Massachusetts
$1.54M +$1.54M +33,311 New
SFA
303
Sequoia Financial Advisors
Ohio
$1.53M +$1.53M +33,177 New
CC
304
Courier Capital
New York
$1.52M +$393K +8,537 +35%
GIA
305
Gladstone Institutional Advisory
Florida
$1.47M +$318K +6,907 +28%
OLVIG
306
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46M -$318K -6,900 -18%
PCA
307
Prosperity Capital Advisors
Ohio
$1.46M -$131K -2,837 -8%
BP
308
Broadleaf Partners
Ohio
$1.44M +$1.44M +31,327 New
PTC
309
Private Trust Company
Ohio
$1.43M -$28K -607 -2%
BFG
310
Buttonwood Financial Group
Missouri
$1.42M +$23.7K +515 +2%
TW
311
TritonPoint Wealth
Maryland
$1.41M +$1.41M +30,592 New
SPI
312
Sutton Place Investors
New York
$1.41M -$36.3K -788 -3%
KFS
313
Kelly Financial Services
Massachusetts
$1.37M -$234K -5,086 -15%
TA
314
TrueWealth Advisors
Alabama
$1.34M +$135K +2,933 +11%
CWA
315
Clearview Wealth Advisors
Oregon
$1.33M +$33.7K +731 +3%
CPG
316
Cornerstone Planning Group
New Jersey
$1.32M -$820K -17,789 -38%
RB
317
Renasant Bank
Mississippi
$1.31M
PCM
318
Parsons Capital Management
Rhode Island
$1.3M -$138 -3 -0%
CPL
319
CAP Partners LLC
Tennessee
$1.27M +$1.27M +27,548 New
SEM
320
Strategic Equity Management
Arizona
$1.24M +$1.24M +26,833 New
KFAA
321
Klaas Financial Asset Advisors
Illinois
$1.24M -$49.1K -1,065 -4%
AC
322
Adroit Compliance
$1.24M +$1.24M +26,826 New
RFA
323
Resurgent Financial Advisors
Georgia
$1.23M +$136K +2,951 +12%
LW
324
Linscomb Wealth
Texas
$1.23M -$321K -6,968 -21%
GSEP
325
Golden State Equity Partners
California
$1.23M +$225K +4,875 +22%