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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 %
TWCA
351
Two West Capital Advisors
Kansas
$1.48M +$260K +5,511 +21%
MWP
352
Meridian Wealth Partners
Pennsylvania
$1.45M +$259K +5,500 +22%
TFO
353
Tarbox Family Office
California
$1.43M +$34.6K +735 +2%
AP
354
Appleton Partners
Massachusetts
$1.39M -$17.4K -370 -1%
WEG
355
World Equity Group
Illinois
$1.39M +$384K +8,146 +38%
AA
356
Argent Advisors
Louisiana
$1.37M +$96.8K +2,054 +8%
Betterment LLC
357
Betterment LLC
New York
$1.37M +$69.2K +1,469 +5%
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$1.36M +$9.19K +195 +0.7%
EPP
359
ETF Portfolio Partners
Kansas
$1.35M -$212K -4,504 -14%
DA
360
Detalus Advisors
Missouri
$1.34M -$26.6K -564 -2%
NB
361
NBT Bank
New York
$1.33M -$37.6K -797 -3%
FEM
362
Fulcrum Equity Management
Texas
$1.32M +$172K +3,653 +15%
WPWM
363
Windward Private Wealth Management
Kansas
$1.32M -$4.34K -92 -0.3%
MFC
364
Morris Financial Concepts
South Carolina
$1.32M +$342K +7,255 +35%
AG
365
Ascent Group
Virginia
$1.3M -$334K -7,087 -20%
VFPW
366
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.29M +$635K +13,486 +96%
KFAA
367
Klaas Financial Asset Advisors
Illinois
$1.28M -$16K -340 -1%
CA
368
Clearstead Advisors
Ohio
$1.28M -$45.8K -973 -3%
WFS
369
WealthGarden F.S.
California
$1.27M +$203K +4,317 +19%
TA
370
TrueWealth Advisors
Alabama
$1.26M -$271K -5,747 -18%
MC
371
Moors & Cabot
Massachusetts
$1.25M +$102K +2,159 +9%
ACP
372
Aveo Capital Partners
Colorado
$1.24M +$252K +5,346 +25%
LW
373
Linscomb Wealth
Texas
$1.24M +$471 +10 +0%
WFC
374
Western Financial Corp
California
$1.23M +$189K +4,020 +18%
CWM
375
Certus Wealth Management
California
$1.21M – – –
13 14
15
16 17