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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 %
SWP
401
Semus Wealth Partners
Florida
$1M +$450K +9,549 +81%
Qube Research & Technologies (QRT)
402
Qube Research & Technologies (QRT)
United Kingdom
$1,000K -$35.5K -753 -3%
ATC
403
Argent Trust Co
Tennessee
$989K +$497K +10,539 +101%
CAM
404
Cresset Asset Management
Illinois
$989K +$188K +3,988 +23%
CFA
405
Cahill Financial Advisors
Minnesota
$989K +$21.3K +452 +2%
RCM
406
Raleigh Capital Management
North Carolina
$988K +$180K +3,830 +22%
BEI
407
Benjamin Edwards Inc
Missouri
$986K +$986K +20,924 New
FCA
408
FinTrust Capital Advisors
South Carolina
$985K -$263K -5,586 -21%
WI
409
WBI Investments
New Jersey
$974K -$127K -2,703 -12%
ONST
410
Old North State Trust
North Carolina
$974K +$535K +11,360 +122%
SAG
411
SageView Advisory Group
California
$973K +$973K +20,647 New
FI
412
FWG Investments
Kentucky
$969K +$322K +6,827 +50%
SIS
413
Sound Income Strategies
Florida
$962K +$10K +213 +1%
BFG
414
Beacon Financial Group
Texas
$958K +$248K +5,255 +35%
VA
415
Valmark Advisers
Ohio
$952K -$658K -13,964 -41%
MSA
416
Marino Stram & Associates
Massachusetts
$950K +$265K +5,629 +39%
PFA
417
Pinnacle Family Advisors
Missouri
$945K -$5.32K -113 -0.6%
MCA
418
MSH Capital Advisors
Arizona
$914K +$389K +8,262 +74%
MG
419
Mather Group
Illinois
$904K +$495K +10,506 +121%
GIA
420
Gladstone Institutional Advisory
Florida
$887K -$156K -3,312 -15%
RB
421
Renasant Bank
Mississippi
$849K -$442K -9,388 -34%
SWP
422
ShoreHaven Wealth Partners
New Jersey
$845K +$143K +3,025 +20%
CFIA
423
Cantor Fitzgerald Investment Advisors
New York
$842K +$842K +17,865 New
AL
424
Aspiriant LLC
California
$840K +$73.8K +1,567 +10%
CIA
425
Cape Investment Advisory
Georgia
$839K +$310K +6,572 +59%
15 16
17
18 19