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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

642 hedge funds and large institutions have $28.2B invested in iShares Core Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 280 increasing their positions, 235 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+13
Holders Change %
+2.07%
% of All Funds
9.34%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.59%
New
77
Increased
280
Reduced
235
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K

Top Buyers

1
BlackRock
BlackRock
New York
+$129M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$112M
3
MAV
Mason & Associates (Virginia)
Virginia
+$108M
4
OIA
OneDigital Investment Advisors
Kansas
+$81.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$60.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$161M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$139M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$97.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77.2M
5
CW
CreativeOne Wealth
Kansas
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
401
Financial Gravity Asset Management
Texas
$819K -$1.91M -42,219 -70%
HIP
402
HUB Investment Partners
Texas
$815K -$52.1K -1,152 -6%
NRI
403
NFP Retirement Inc
California
$812K +$18.4K +408 +2%
DWP
404
Daymark Wealth Partners
Ohio
$807K -$49K -1,084 -6%
TA
405
TFB Advisors
Kansas
$804K -$34.3K -758 -4%
BWA
406
Burt Wealth Advisors
Maryland
$802K -$18.5K -408 -2%
RCM
407
Raleigh Capital Management
North Carolina
$775K -$49K -1,083 -6%
BHPW
408
Beverly Hills Private Wealth
California
$772K -$255K -5,633 -25%
CAM
409
Cresset Asset Management
Illinois
$768K +$117K +2,595 +18%
PFA
410
Pettinga Financial Advisors
Indiana
$764K -$985K -21,774 -56%
AL
411
Aspiriant LLC
California
$735K -$44.4K -982 -6%
AWM
412
Aspire Wealth Management
Massachusetts
$734K -$24.6K -545 -3%
NC
413
Napatree Capital
Rhode Island
$724K – – –
HG
414
Harbor Group
New Hampshire
$720K -$209K -4,629 -23%
AWM
415
Avior Wealth Management
Nebraska
$696K -$33.8K -747 -5%
MHB
416
Midwest Heritage Bank
Iowa
$695K -$20.9K -463 -3%
IAIM
417
International Assets Investment Management
Florida
$693K +$398K +8,803 +135%
ZB
418
Zions Bancorporation
Utah
$692K +$692K +15,310 New
NFG
419
Nations Financial Group
Iowa
$691K +$36.1K +799 +6%
BFG
420
Beacon Financial Group
Texas
$682K +$68.3K +1,511 +11%
SWP
421
ShoreHaven Wealth Partners
New Jersey
$674K +$17.7K +391 +3%
DC
422
Davenport & Co
Virginia
$670K +$1.04K +23 +0.2%
TW
423
TritonPoint Wealth
Maryland
$668K -$241K -5,324 -26%
GL
424
Graypoint LLC
New York
$660K +$660K +14,589 New
MSA
425
Marino Stram & Associates
Massachusetts
$657K +$136K +3,003 +26%
15 16
17
18 19