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iShares Core Total USD Bond Market ETF

712 hedge funds and large institutions have $32B invested in iShares Core Total USD Bond Market ETF in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 242 increasing their positions, 292 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+53
Holders Change %
+8.04%
% of All Funds
9.48%
Holding in Top 10
131
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+12.93%
% of All Funds
1.74%
New
128
Increased
242
Reduced
292
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
301
Sunesis Advisors
Kansas
$2.82M +$29.6K +655 +1%
FBB
302
Fulton Breakefield Broenniman
Maryland
$2.81M +$2.81M +62,163 New
SPC
303
Sigma Planning Corp
Michigan
$2.78M -$351K -7,760 -11%
SWA
304
Sax Wealth Advisors
New Jersey
$2.75M +$2.75M +60,789 New
GWS
305
Greykasell Wealth Strategies
California
$2.74M +$2.74M +60,723 New
USCWA
306
U.S. Capital Wealth Advisors
Texas
$2.72M -$471K -10,416 -15%
E3F
307
Eight 31 Financial
Texas
$2.71M -$2.51M -55,623 -48%
PIA
308
Pinion Investment Advisors
Kansas
$2.71M +$1.14M +25,149 +72%
TCA
309
Transcend Capital Advisors
New Jersey
$2.7M -$2.24M -49,628 -45%
EWA
310
Evolution Wealth Advisors
Florida
$2.7M -$261K -5,781 -9%
HCM
311
Howard Capital Management
Georgia
$2.68M +$472K +10,448 +21%
NL
312
NWAM LLC
Washington
$2.68M -$287K -6,340 -10%
OWA
313
Opal Wealth Advisors
New York
$2.65M +$112K +2,479 +4%
ACM
314
Absolute Capital Management
Pennsylvania
$2.62M -$298K -6,586 -10%
RWS
315
Retirement Wealth Solutions
Wisconsin
$2.62M +$2.62M +58,420 New
FPAS
316
Focus Partners Advisor Solutions
Missouri
$2.58M +$2.19M +48,495 +571%
HIM
317
Hanlon Investment Management
New Jersey
$2.5M -$1.13M -25,076 -31%
WA
318
Wealthstar Advisors
Texas
$2.5M +$2.5M +55,293 New
AQR Capital Management
319
AQR Capital Management
Connecticut
$2.48M +$70.1K +1,551 +3%
TWP
320
Tempus Wealth Planning
California
$2.48M +$12.5K +277 +0.5%
IAG
321
Investment Advisory Group
Massachusetts
$2.46M +$18.1K +400 +0.7%
PTC
322
Private Trust Company
Ohio
$2.42M -$248K -5,492 -9%
RFN
323
RDA Financial Network
Iowa
$2.4M +$734K +16,232 +44%
SPI
324
Sutton Place Investors
New York
$2.39M -$576K -12,737 -19%
WWM
325
Western Wealth Management
Colorado
$2.39M -$493K -10,904 -17%