IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

642 hedge funds and large institutions have $28.2B invested in iShares Core Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 280 increasing their positions, 235 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+13
Holders Change %
+2.07%
% of All Funds
9.34%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.59%
New
77
Increased
280
Reduced
235
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K

Top Buyers

1
BlackRock
BlackRock
New York
+$129M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$112M
3
MAV
Mason & Associates (Virginia)
Virginia
+$108M
4
OIA
OneDigital Investment Advisors
Kansas
+$81.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$60.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$161M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$139M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$97.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77.2M
5
CW
CreativeOne Wealth
Kansas
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAL
326
W Advisors LLC
Tennessee
$1.6M -$263K -5,807 -14%
KFS
327
Kelly Financial Services
Massachusetts
$1.6M -$28.1K -621 -2%
AG
328
Ascent Group
Virginia
$1.57M +$11.4K +252 +0.7%
OLVIG
329
Oliver Lagore Vanvalin Investment Group
Michigan
$1.57M -$142K -3,135 -8%
BFG
330
Buttonwood Financial Group
Missouri
$1.56M +$82.5K +1,841 +6%
CPL
331
CAP Partners LLC
Tennessee
$1.55M +$37.9K +838 +3%
VA
332
Valmark Advisers
Ohio
$1.54M +$1.29M +28,534 +507%
RFN
333
RDA Financial Network
Iowa
$1.54M +$1.04M +22,912 +206%
CCG
334
Catalina Capital Group
California
$1.52M +$49.3K +1,091 +3%
EPP
335
ETF Portfolio Partners
Kansas
$1.5M -$1.17M -25,961 -44%
TA
336
TrueWealth Advisors
Alabama
$1.47M +$11.5K +254 +0.8%
LA
337
LexAurum Advisors
Kansas
$1.47M +$35.3K +780 +2%
O3W
338
Omni 360 Wealth
New Jersey
$1.44M +$111K +2,447 +8%
DAS
339
Dynamic Advisor Solutions
Arizona
$1.36M -$182K -4,021 -12%
AP
340
Appleton Partners
Massachusetts
$1.35M -$68.6K -1,517 -5%
MHS
341
M Holdings Securities
Oregon
$1.35M +$1.35M +29,859 New
TFO
342
Tarbox Family Office
California
$1.34M +$154K +3,411 +13%
DA
343
Detalus Advisors
Missouri
$1.32M +$7.24K +160 +0.6%
NB
344
NBT Bank
New York
$1.31M -$274K -6,078 -17%
ATPW
345
Ashton Thomas Private Wealth
Arizona
$1.31M -$635K -14,051 -33%
LNWWM
346
Laird Norton Wetherby Wealth Management
California
$1.3M +$41.2K +912 +3%
CA
347
Clearstead Advisors
Ohio
$1.28M +$1.28M +28,211 New
WPWM
348
Windward Private Wealth Management
Kansas
$1.28M +$17.8K +394 +1%
PCA
349
Prosperity Capital Advisors
Ohio
$1.26M -$32.7K -723 -3%
KFAA
350
Klaas Financial Asset Advisors
Illinois
$1.25M -$3.57K -79 -0.3%
12 13
14
15 16