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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 %
SPC
351
Sigma Planning Corp
Michigan
$1.02M -$6.3M -136,716 -86%
TFO
352
Tarbox Family Office
California
$1.01M -$94.7K -2,056 -9%
SAG
353
SageView Advisory Group
California
$999K -$1.54M -35,180 Closed
HSA
354
HBK Sorce Advisory
Pennsylvania
$972K -$92.7K -2,012 -9%
CCM
355
Coldstream Capital Management
Washington
$972K +$972K +21,088 New
HG
356
Harbor Group
New Hampshire
$946K -$183K -3,970 -16%
MMA
357
Miracle Mile Advisors
California
$924K +$924K +20,052 New
ACP
358
Aveo Capital Partners
Colorado
$917K +$239K +5,194 +35%
ES
359
ETF Store
Kansas
$908K +$246K +5,339 +37%
MFC
360
Morris Financial Concepts
South Carolina
$898K +$42.2K +917 +5%
CICC
361
Capital Investment Counsel (Colorado)
Colorado
$898K +$898K +19,490 New
O3W
362
Omni 360 Wealth
New Jersey
$898K +$898K +19,482 New
VFPW
363
Vantage Financial Partners (Wisconsin)
Wisconsin
$894K +$530K +11,494 +145%
WFC
364
Western Financial Corp
California
$885K -$19.9K -433 -2%
CAAM
365
Cornerstone Advisors Asset Management
Pennsylvania
$882K
RF
366
RHS Financial
California
$879K -$95.2K -2,066 -10%
BHPW
367
Beverly Hills Private Wealth
California
$876K -$169K -3,679 -16%
PIA
368
Perennial Investment Advisors
California
$875K -$114K -2,473 -12%
TF
369
Theory Financial
Colorado
$874K +$144K +3,130 +20%
HIP
370
HUB Investment Partners
Texas
$866K -$3.5M -75,952 -80%
PCMC
371
Private Capital Management (Colorado)
Colorado
$849K +$86.5K +1,878 +11%
RFG
372
Range Financial Group
Oregon
$847K +$19.3K +419 +2%
HIF
373
Hill Island Financial
Michigan
$820K -$138K -3,006 -14%
AL
374
Aspiriant LLC
California
$816K +$816K +17,706 New
BWA
375
Burt Wealth Advisors
Maryland
$815K +$107K +2,325 +15%