IUSB icon

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 %
WAL
376
W Advisors LLC
Tennessee
$811K -$1.45M -31,533 -64%
D
377
Dentgroup
Louisiana
$805K -$333K -7,235 -29%
CCG
378
Catalina Capital Group
California
$797K +$797K +17,306 New
SRWM
379
Shira Ridge Wealth Management
California
$792K -$73.3K -1,592 -8%
MAG
380
MRA Advisory Group
New Jersey
$792K +$93.7K +2,033 +13%
Susquehanna International Group
381
Susquehanna International Group
Pennsylvania
$788K +$239K +5,180 +43%
CFA
382
Cahill Financial Advisors
Minnesota
$785K +$477K +10,364 +155%
LFAS
383
Level Four Advisory Services
Texas
$784K -$294K -6,373 -27%
BWM
384
Baystate Wealth Management
Massachusetts
$749K -$5.21K -113 -0.7%
NC
385
Napatree Capital
Rhode Island
$712K +$712K +15,444 New
ST
386
Spinnaker Trust
Maine
$711K -$56.7K -1,230 -7%
NFG
387
Nations Financial Group
Iowa
$696K +$15.9K +345 +2%
WSTAM
388
Wilbanks Smith & Thomas Asset Management
Virginia
$686K -$22M -477,217 -97%
BFPW
389
BOK Financial Private Wealth
Colorado
$664K -$184K -4,002 -22%
BFA
390
Beacon Financial Advisory
Ohio
$654K -$59.3K -1,288 -8%
VAM
391
Verity Asset Management
North Carolina
$649K +$82.7K +1,795 +15%
Betterment LLC
392
Betterment LLC
New York
$648K -$367K -7,952 -36%
NRC
393
New Republic Capital
North Carolina
$624K -$81.5K -1,769 -12%
EP
394
Essential Planning
New Hampshire
$622K +$382K +8,284 +159%
Legacy Financial Group (Iowa)
395
Legacy Financial Group (Iowa)
Iowa
$609K -$11.2M -243,352 -95%
SWP
396
ShoreHaven Wealth Partners
New Jersey
$608K +$25.1K +545 +4%
SC
397
Scotia Capital
Ontario, Canada
$608K +$608K +13,197 New
FCI
398
Financial Counselors Inc
Kansas
$602K -$262K -5,687 -30%
LWM
399
LongView Wealth Management
Georgia
$598K +$598K +13,080 New
PFA
400
Pinnacle Family Advisors
Missouri
$596K -$11.5K -250 -2%