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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
+$1.55B
2
LPL Financial
LPL Financial
California
+$408M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$245M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$223M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$222M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$448M
2
Osaic Holdings
Osaic Holdings
Arizona
-$328M
3
BlackRock
BlackRock
New York
-$157M
4
FGAM
Financial Gravity Asset Management
Texas
-$95.2M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
326
Buttonwood Financial Group
Missouri
$1.5M +$103K +2,254 +7%
WI
327
WBI Investments
New Jersey
$1.49M +$1.49M +32,681 New
CCG
328
Catalina Capital Group
California
$1.49M +$697K +15,283 +88%
D
329
Dentgroup
Louisiana
$1.48M +$684K +14,997 +86%
TA
330
TrueWealth Advisors
Alabama
$1.47M +$149K +3,269 +11%
LA
331
LexAurum Advisors
Kansas
$1.45M +$410K +9,002 +40%
ACA
332
Aptus Capital Advisors
Alabama
$1.44M +$1.4M +30,781 +4,137%
AP
333
Appleton Partners
Massachusetts
$1.43M -$84.7K -1,857 -6%
HKIMG
334
Hutchens & Kramer Investment Management Group
Indiana
$1.41M +$976K +21,611 +225%
TW
335
TritonPoint Wealth
Maryland
$1.41M -$735K -10,485 -34%
RB
336
Renasant Bank
Mississippi
$1.4M +$103K +2,249 +8%
O3W
337
Omni 360 Wealth
New Jersey
$1.34M +$449K +9,856 +51%
DA
338
Detalus Advisors
Missouri
$1.32M +$114K +2,499 +9%
PCA
339
Prosperity Capital Advisors
Ohio
$1.3M -$139K -3,053 -10%
FCA
340
FinTrust Capital Advisors
South Carolina
$1.3M +$286K +6,269 +28%
GIA
341
Gladstone Institutional Advisory
Florida
$1.3M -$155K -3,406 -11%
EH
342
Equitable Holdings
New York
$1.29M +$121K +2,665 +10%
PIA
343
Perennial Investment Advisors
California
$1.29M +$426K +9,339 +49%
AA
344
Argent Advisors
Louisiana
$1.27M +$104K +2,282 +9%
LNWWM
345
Laird Norton Wetherby Wealth Management
California
$1.27M +$1.27M +27,827 New
WPWM
346
Windward Private Wealth Management
Kansas
$1.27M +$72.2K +1,583 +6%
KFAA
347
Klaas Financial Asset Advisors
Illinois
$1.26M +$39.3K +861 +3%
ANBTV
348
American National Bank & Trust (Virginia)
Virginia
$1.26M +$1.26M +27,620 New
PCM
349
Parsons Capital Management
Rhode Island
$1.23M -$54.2K -1,188 -4%
JSW
350
Journey Strategic Wealth
New Jersey
$1.23M +$1.23M +26,884 New
12 13
14
15 16