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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

659 hedge funds and large institutions have $33.3B invested in iShares Core Total USD Bond Market ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 387 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+17
Holders Change %
+2.65%
% of All Funds
9.53%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.68%
New
72
Increased
387
Reduced
146
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.31B
2
LPL Financial
LPL Financial
California
+$313M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$192M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$164M
5
WANY
Wealthspire Advisors (New York)
New York
+$158M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$24.6M
2
DWM
Dynasty Wealth Management
Florida
-$18.8M
3
KAS
Kestra Advisory Services
Texas
-$16.8M
4
LWM
Liberty Wealth Management
California
-$14.7M
5
TWG
The Wealth Group
Minnesota
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
326
Kelly Financial Services
Massachusetts
$1.88M +$214K +4,543 +13%
CPL
327
CAP Partners LLC
Tennessee
$1.86M +$246K +5,218 +15%
WA
328
WBH Advisory
Maryland
$1.84M -$109K -2,305 -6%
SI
329
Stephens Inc
Arkansas
$1.83M -$62.8K -1,333 -3%
CCG
330
Catalina Capital Group
California
$1.82M +$231K +4,905 +15%
Citigroup
331
Citigroup
New York
$1.77M +$83.3K +1,767 +5%
OLVIG
332
Oliver Lagore Vanvalin Investment Group
Michigan
$1.75M +$120K +2,547 +7%
RFN
333
RDA Financial Network
Iowa
$1.74M +$137K +2,918 +9%
IF
334
IRON Financial
Illinois
$1.73M -$28.1K -596 -2%
SFA
335
Seneca Financial Advisors
New York
$1.72M +$14.1K +300 +0.8%
CM
336
Columbus Macro
Pennsylvania
$1.66M -$96.9K -2,056 -6%
PIA
337
Pinion Investment Advisors
Kansas
$1.64M +$1.03M +21,888 +171%
LA
338
LexAurum Advisors
Kansas
$1.63M +$98.3K +2,086 +6%
EL
339
EQ LLC
Washington
$1.59M +$482K +10,229 +43%
EP
340
Edgestream Partners
New Jersey
$1.58M +$1.58M +33,596 New
QWP
341
Quotient Wealth Partners
Texas
$1.58M -$401K -8,513 -20%
DAS
342
Dynamic Advisor Solutions
Arizona
$1.58M +$154K +3,273 +11%
KWA
343
Kingswood Wealth Advisors
California
$1.56M +$554K +11,748 +55%
ATPW
344
Ashton Thomas Private Wealth
Arizona
$1.53M +$164K +3,478 +12%
BFA
345
Beacon Financial Advisory
Ohio
$1.53M +$238K +5,041 +18%
RL
346
Retireful LLC
Michigan
$1.52M +$1.52M +32,220 New
O3W
347
Omni 360 Wealth
New Jersey
$1.52M +$18.8K +400 +1%
PIA
348
Perennial Investment Advisors
California
$1.51M +$230K +4,883 +18%
SFA
349
Semmax Financial Advisors
North Carolina
$1.5M +$379K +8,308 +34%
EH
350
Equitable Holdings
New York
$1.49M +$242K +5,132 +19%
12 13
14
15 16