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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 %
DA
326
Detalus Advisors
Missouri
$1.22M +$904K +19,627 +288%
PFA
327
Pettinga Financial Advisors
Indiana
$1.22M -$944K -20,482 -44%
WPWM
328
Windward Private Wealth Management
Kansas
$1.21M +$141K +3,065 +13%
EH
329
Equitable Holdings
New York
$1.18M -$9.81K -213 -0.8%
AA
330
Argent Advisors
Louisiana
$1.18M -$115K -2,501 -9%
Charles Schwab
331
Charles Schwab
California
$1.17M +$944K +20,480 +408%
WEG
332
World Equity Group
Illinois
$1.12M -$96.6K -2,096 -8%
MC
333
Moors & Cabot
Massachusetts
$1.12M -$17.6K -381 -2%
CAS
334
Coppell Advisory Solutions
Texas
$1.1M +$1.09M +23,749 +34,925%
MWP
335
Meridian Wealth Partners
Pennsylvania
$1.09M +$705K +15,295 +184%
Qube Research & Technologies (QRT)
336
Qube Research & Technologies (QRT)
United Kingdom
$1.08M +$1M +21,771 +1,380%
EWA
337
EverSource Wealth Advisors
Alabama
$1.07M -$75.2K -1,632 -7%
CWM
338
Certus Wealth Management
California
$1.06M -$36K -781 -3%
FFA
339
Fragasso Financial Advisors
Pennsylvania
$1.06M +$14.2K +308 +1%
VPP
340
Vertex Planning Partners
Illinois
$1.05M +$107K +2,330 +11%
FF
341
Farrell Financial
New York
$1.05M +$1.05M +23,973 New
LA
342
LexAurum Advisors
Kansas
$1.05M -$25K -543 -2%
SPAS
343
Spectrum Planning & Advisory Services
California
$1.04M +$48.2K +1,047 +5%
WHCI
344
W.H. Cornerstone Investments
Massachusetts
$1.04M -$779K -16,905 -43%
RPSA
345
Richard P. Slaughter Associates
Texas
$1.04M +$1.04M +22,567 New
MWA
346
MN Wealth Advisors
Kansas
$1.03M +$1.03M +22,422 New
FCA
347
FinTrust Capital Advisors
South Carolina
$1.02M -$139K -3,017 -12%
RFS
348
Richardson Financial Services
Massachusetts
$1.02M +$1.02M +22,232 New
Creative Planning
349
Creative Planning
Kansas
$1.02M +$37.9K +823 +4%
WFA
350
Wells Financial Advisors
Massachusetts
$1.02M +$1.02M +22,140 New