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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

629 hedge funds and large institutions have $27.9B invested in iShares Core Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 389 increasing their positions, 116 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
9.12%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
1.51%
New
73
Increased
389
Reduced
116
Closed
55
Calls
$32K
Puts
$246K
Net Calls
-$214K
Net Calls Change
-$214K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.13B
2
LPL Financial
LPL Financial
California
$1.46B
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$895M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$395M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$763M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$879M
2
Osaic Holdings
Osaic Holdings
Arizona
$91.1M
3
BlackRock
BlackRock
New York
$2.6B
4
FGAM
Financial Gravity Asset Management
Texas
$2.77M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
301
Apella Capital
Connecticut
$1.98M -$304K -6,723 -13%
ATPW
302
Ashton Thomas Private Wealth
Arizona
$1.96M -$111K -2,440 -5%
FG
303
Foster Group
Iowa
$1.96M +$1.96M +42,934 New
WA
304
WBH Advisory
Maryland
$1.92M -$37K -811 -2%
SI
305
Stephens Inc
Arkansas
$1.88M +$11.4K +249 +0.6%
WAL
306
W Advisors LLC
Tennessee
$1.88M +$1.08M +23,646 +134%
WWM
307
Western Wealth Management
Colorado
$1.8M +$116K +2,543 +7%
Citigroup
308
Citigroup
New York
$1.77M -$125K -2,748 -7%
PFA
309
Pettinga Financial Advisors
Indiana
$1.76M +$558K +12,237 +46%
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72M +$274K +6,004 +19%
CC
311
Courier Capital
New York
$1.7M +$190K +4,175 +13%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$1.69M -$72.4M -1,587,291 -98%
RFA
313
Resurgent Financial Advisors
Georgia
$1.69M +$469K +10,283 +39%
IF
314
IRON Financial
Illinois
$1.69M +$10.1K +222 +0.6%
CM
315
Columbus Macro
Pennsylvania
$1.67M +$41.2K +904 +3%
MWM
316
Modern Wealth Management
Kansas
$1.67M +$1.67M +36,557 New
AP
317
Agilis Partners
Massachusetts
$1.66M -$2.65M -58,165 -61%
PTC
318
Private Trust Company
Ohio
$1.64M +$227K +4,974 +16%
KFS
319
Kelly Financial Services
Massachusetts
$1.64M +$277K +6,083 +20%
NB
320
NBT Bank
New York
$1.6M -$575K -12,617 -26%
CCM
321
Coldstream Capital Management
Washington
$1.6M +$638K +14,004 +66%
E3F
322
Eight 31 Financial
Texas
$1.57M +$1.57M +34,421 New
AG
323
Ascent Group
Virginia
$1.57M -$547 -12 -0%
DAS
324
Dynamic Advisor Solutions
Arizona
$1.56M -$941K -20,645 -38%
CPL
325
CAP Partners LLC
Tennessee
$1.52M +$265K +5,805 +21%
11 12
13
14 15