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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 %
MBT
301
Montecito Bank & Trust
California
$2.49M -$6.6K -140 -0.3%
NCM
302
Northwest Capital Management
Oregon
$2.48M -$93.9K -1,992 -4%
OAS
303
Optivise Advisory Services
Tennessee
$2.47M -$14K -297 -0.6%
KPWG
304
KFA Private Wealth Group
Virginia
$2.45M -$216K -4,575 -8%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$2.44M -$119K -2,515 -5%
JSL
306
JT Stratford LLC
Georgia
$2.42M +$217K +4,602 +10%
MWA
307
Merkkuri Wealth Advisors
New York
$2.41M +$647K +13,731 +37%
CA
308
CoreCap Advisors
Michigan
$2.4M +$1.17M +24,850 +96%
EFG
309
Elios Financial Group
Ohio
$2.37M +$2.37M +50,378 New
HCM
310
Howard Capital Management
Georgia
$2.31M -$112K -2,376 -5%
RFA
311
Resurgent Financial Advisors
Georgia
$2.29M +$479K +10,164 +26%
PFM
312
Phillips Financial Management
Indiana
$2.27M -$311K -6,609 -12%
GWP
313
Gen-Wealth Partners
Michigan
$2.26M +$64.7K +1,410 +3%
CCM
314
Coldstream Capital Management
Washington
$2.23M +$239K +5,069 +12%
PCA
315
Prosperity Capital Advisors
Ohio
$2.19M +$880K +18,674 +67%
WWP
316
WR Wealth Planners
Missouri
$2.17M -$3.35K -71 -0.2%
EWA
317
EverSource Wealth Advisors
Alabama
$2.12M -$856K -18,158 -29%
PIMG
318
Patriot Investment Management Group
Tennessee
$2.09M +$2.78K +59 +0.1%
FAIM
319
Financial Advocates Investment Management
Washington
$2.03M -$4.75M -95,163 -70%
LIM
320
Leavell Investment Management
Alabama
$1.99M +$151K +3,206 +8%
GWM
321
Geneos Wealth Management
Colorado
$1.99M +$6.5K +138 +0.3%
AC
322
Apella Capital
Connecticut
$1.98M -$1.41K -30 -0.1%
JSW
323
Journey Strategic Wealth
New Jersey
$1.97M +$1.69M +35,825 +591%
FG
324
Foster Group
Iowa
$1.95M -$7.96K -169 -0.4%
ACM
325
Andina Capital Management
Utah
$1.92M -$8.76K -186 -0.5%
11 12
13
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