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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

629 hedge funds and large institutions have $27.9B invested in iShares Core Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 389 increasing their positions, 116 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
9.12%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
1.51%
New
73
Increased
389
Reduced
116
Closed
55
Calls
$32K
Puts
$246K
Net Calls
-$214K
Net Calls Change
-$214K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55B
2
LPL Financial
LPL Financial
California
+$408M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$245M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$223M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$222M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$448M
2
Osaic Holdings
Osaic Holdings
Arizona
-$328M
3
BlackRock
BlackRock
New York
-$157M
4
FGAM
Financial Gravity Asset Management
Texas
-$95.2M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
401
&Partners
Tennessee
$797K +$470K +10,316 +144%
AL
402
Aspiriant LLC
California
$786K -$21K -461 -3%
NW
403
NewEdge Wealth
Pennsylvania
$785K +$563K +12,634 +254%
LFAS
404
Level Four Advisory Services
Texas
$784K – – –
CPG
405
Cornerstone Planning Group
New Jersey
$783K -$503K -11,230 -39%
MOS
406
MGO One Seven
Ohio
$774K +$252K +5,519 +48%
AWM
407
Aspire Wealth Management
Massachusetts
$765K +$296K +6,501 +63%
PCMC
408
Private Capital Management (Colorado)
Colorado
$763K -$76.9K -1,686 -9%
WHCI
409
W.H. Cornerstone Investments
Massachusetts
$763K -$268K -5,886 -26%
AWM
410
Avior Wealth Management
Nebraska
$736K +$728K +15,969 +9,505%
MHB
411
Midwest Heritage Bank
Iowa
$722K +$218K +4,773 +43%
NC
412
Napatree Capital
Rhode Island
$710K +$24.8K +559 +4%
FI
413
FWG Investments
Kentucky
$682K +$108K +2,373 +19%
DC
414
Davenport & Co
Virginia
$675K +$148K +3,252 +28%
OCM
415
Objective Capital Management
Ohio
$675K +$241K +5,282 +56%
SWP
416
ShoreHaven Wealth Partners
New Jersey
$661K +$59.4K +1,302 +10%
NFG
417
Nations Financial Group
Iowa
$660K -$28.3K -621 -4%
CAM
418
Cresset Asset Management
Illinois
$656K +$126K +2,759 +24%
LA
419
Latitude Advisors
Florida
$647K +$225K +4,928 +53%
PP
420
Prosperity Planning
Missouri
$642K -$484K – –
KFG
421
Kingdom Financial Group
Arizona
$638K +$336K +7,378 +112%
SPWG
422
Syntegra Private Wealth Group
Missouri
$630K +$207K +4,544 +49%
BFPW
423
BOK Financial Private Wealth
Colorado
$624K -$33.3K -731 -5%
EP
424
Essential Planning
New Hampshire
$622K – – –
CFS
425
Coordinated Financial Services
Colorado
$620K +$620K +13,610 New
15 16
17
18 19