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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 %
PJSIMP
426
P.J. Schmidt Investment Management (PJS)
Wisconsin
$619K +$131K +2,863 +27%
BFG
427
Beacon Financial Group
Texas
$619K +$224K +4,918 +57%
FCI
428
Financial Counselors Inc
Kansas
$610K +$14.4K +316 +2%
SC
429
Scotia Capital
Ontario, Canada
$602K – – –
WIA
430
World Investment Advisors
California
$596K -$3.12M -68,496 -84%
HSA
431
HBK Sorce Advisory
Pennsylvania
$590K -$372K -8,151 -39%
WSTAM
432
Wilbanks Smith & Thomas Asset Management
Virginia
$589K -$90.1K -1,976 -13%
VC
433
Veracity Capital
Georgia
$588K +$98.1K +2,151 +20%
ST
434
Spinnaker Trust
Maine
$583K -$120K -2,639 -17%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$572K +$957 +21 +0.2%
RFG
436
RFP Financial Group
Georgia
$560K +$729 +16 +0.1%
KWA
437
Kingswood Wealth Advisors
California
$555K +$21.9K +480 +4%
EI
438
Ellevest Inc
New York
$551K +$551K +12,082 New
SIS
439
Sound Income Strategies
Florida
$550K +$151K +3,310 +38%
SS
440
Sunbelt Securities
Texas
$549K +$5.65K +124 +1%
CWM
441
Cahaba Wealth Management
Georgia
$546K +$2.46K +54 +0.5%
SWP
442
Semus Wealth Partners
Florida
$541K +$27.2K +597 +5%
PCA
443
Pallas Capital Advisors
Massachusetts
$537K +$41.5K +911 +8%
HR
444
Howe & Rusling
New York
$534K +$28.6K +627 +6%
VAM
445
Verity Asset Management
North Carolina
$532K -$110K -2,411 -17%
1CP
446
17 Capital Partners
Arizona
$530K +$530K +11,618 New
ML
447
McAdam LLC
Pennsylvania
$527K +$72.7K +1,595 +16%
MSA
448
Marino Stram & Associates
Massachusetts
$526K +$526K +11,527 New
ICP
449
Interchange Capital Partners
Pennsylvania
$509K +$155K +3,250 +44%
RFN
450
RDA Financial Network
Iowa
$507K +$193K +4,240 +62%
16 17
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