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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

719 hedge funds and large institutions have $32.3B invested in iShares Core Total USD Bond Market ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+9
Holders Change %
+1.27%
% of All Funds
9.77%
Holding in Top 10
116
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.08%
% of All Funds
1.58%
New
80
Increased
267
Reduced
315
Closed
52
Calls
$5K
Puts
$18K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
LPL Financial
LPL Financial
California
$2.21B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.87B
3
Mariner
Mariner
Kansas
$527M
4
BAAM
Baker Avenue Asset Management
California
$56.3M
5
SW
SoFi Wealth
California
$57.2M

Top Sellers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$745M
2
BlackRock
BlackRock
New York
$2.97B
3
EP
Essential Planning
New Hampshire
$939K
4
CW
CreativeOne Wealth
Kansas
$48.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
301
Heck Capital Advisors
Wisconsin
$2.61M +$617K +13,400 +31%
IAG
302
Investment Advisory Group
Massachusetts
$2.6M +$94.8K +2,057 +4%
TCA
303
Transcend Capital Advisors
New Jersey
$2.57M -$177K -3,849 -6%
KPWG
304
KFA Private Wealth Group
Virginia
$2.57M +$253K +5,497 +11%
WA
305
Wealthstar Advisors
Texas
$2.55M +$46 +1 +0%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$2.52M +$148K +3,214 +6%
MBT
307
Montecito Bank & Trust
California
$2.48M +$61.3K +1,330 +3%
MIS
308
Morningstar Investment Services
Illinois
$2.46M -$2.99M -64,822 -55%
BW
309
Balance Wealth
Ohio
$2.43M +$2.43M +52,755 New
NL
310
NWAM LLC
Washington
$2.42M -$304K -6,608 -11%
SPI
311
Sutton Place Investors
New York
$2.3M -$138K -2,995 -6%
EFG
312
Elios Financial Group
Ohio
$2.28M -$9.86K -214 -0.4%
TWP
313
Tempus Wealth Planning
California
$2.28M -$249K -5,408 -10%
GSEP
314
Golden State Equity Partners
California
$2.27M +$66.9K +1,452 +3%
WAL
315
W Advisors LLC
Tennessee
$2.25M +$185K +4,004 +9%
HIM
316
Hanlon Investment Management
New Jersey
$2.23M -$324K -7,035 -13%
RFA
317
Resurgent Financial Advisors
Georgia
$2.19M +$10K +218 +0.5%
DC
318
Davenport & Co
Virginia
$2.13M +$948K +20,583 +80%
PTC
319
Private Trust Company
Ohio
$2.13M -$335K -7,274 -14%
RFN
320
RDA Financial Network
Iowa
$2.13M -$324K -7,038 -13%
AFW
321
Avantra Family Wealth
Pennsylvania
$2.12M -$18.8K -409 -0.9%
SWP
322
Stratos Wealth Partners
Ohio
$2.12M -$2.67M -57,890 -56%
KW
323
Keyvantage Wealth
Pennsylvania
$2.06M -$3.72M -80,824 -64%
ISFAN
324
Investor's Fiduciary Advisor Network
Washington
$2.06M -$47K -1,020 -2%
SAM
325
Smartleaf Asset Management
Massachusetts
$2.06M +$1.18M +25,677 +135%
11 12
13
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