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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 %
LA
376
Latitude Advisors
Florida
$1.21M +$264K +5,611 +28%
PCM
377
Parsons Capital Management
Rhode Island
$1.18M -$36.4K -772 -3%
EP
378
Essential Planning
New Hampshire
$1.18M – – –
HCA
379
Heck Capital Advisors
Wisconsin
$1.17M +$627K +13,306 +115%
D
380
Dentgroup
Louisiana
$1.16M +$244K +5,180 +27%
FF
381
Farrell Financial
New York
$1.15M -$42.9K -934 -4%
IWM
382
IHT Wealth Management
Illinois
$1.15M +$854K +18,123 +293%
GSEP
383
Golden State Equity Partners
California
$1.14M -$940K -19,947 -45%
LA
384
Lifeworks Advisors
Michigan
$1.14M +$216K +4,589 +23%
DC
385
Davenport & Co
Virginia
$1.12M +$417K +8,854 +60%
OCM
386
Objective Capital Management
Ohio
$1.1M +$1.1M +23,284 New
CF
387
Centaurus Financial
California
$1.09M +$897K +19,034 +458%
HIF
388
Hill Island Financial
Michigan
$1.08M +$2.87K +61 +0.3%
QP
389
Quartz Partners
New York
$1.07M +$1.07M +22,796 New
RF
390
RHS Financial
California
$1.07M +$78.3K +1,661 +8%
AWM
391
Aspire Wealth Management
Massachusetts
$1.04M +$279K +5,929 +37%
RFS
392
Richardson Financial Services
Massachusetts
$1.04M – – –
RPSA
393
Richard P. Slaughter Associates
Texas
$1.04M -$49.1K -1,041 -4%
AWM
394
Accurate Wealth Management
Florida
$1.04M +$1.04M +22,318 New
CAAM
395
Cornerstone Advisors Asset Management
Pennsylvania
$1.04M – – –
WFA
396
Wells Financial Advisors
Massachusetts
$1.03M -$77.7K -1,650 -7%
NRC
397
New Republic Capital
North Carolina
$1.02M +$145K +3,074 +16%
WI
398
Wintrust Investments
Illinois
$1.02M -$8.73M -185,219 -90%
MWA
399
MN Wealth Advisors
Kansas
$1.02M -$54.1K -1,148 -5%
FA
400
Flagstar Advisors
New York
$1.01M +$129K +2,729 +15%
14 15
16
17 18