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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 %
CWM
426
Cahaba Wealth Management
Georgia
$638K +$95.7K +2,117 +18%
VFPW
427
Vantage Financial Partners (Wisconsin)
Wisconsin
$632K -$209K -4,615 -25%
PJSIMP
428
P.J. Schmidt Investment Management (PJS)
Wisconsin
$626K +$11.3K +250 +2%
FI
429
FWG Investments
Kentucky
$621K -$54.9K -1,214 -8%
SS
430
Sunbelt Securities
Texas
$621K +$76.6K +1,694 +14%
PP
431
Prosperity Planning
Missouri
$620K +$620K +13,708 New
BFPW
432
BOK Financial Private Wealth
Colorado
$612K -$7.42K -164 -1%
CFS
433
Coordinated Financial Services
Colorado
$608K -$6.96K -154 -1%
EAM
434
Empirical Asset Management
Massachusetts
$608K +$363K +8,033 +148%
KFG
435
Kingdom Financial Group
Arizona
$593K -$39.7K -879 -6%
PIA
436
Pinion Investment Advisors
Kansas
$580K +$580K +12,837 New
1CP
437
17 Capital Partners
Arizona
$575K +$49.9K +1,104 +10%
SPWG
438
Syntegra Private Wealth Group
Missouri
$574K -$50.7K -1,122 -8%
RCAG
439
Rehmann Capital Advisory Group
Michigan
$572K +$5.07K +112 +0.9%
ST
440
Spinnaker Trust
Maine
$563K -$15.1K -333 -3%
EI
441
Ellevest Inc
New York
$546K – – –
RCS
442
Retirement Capital Strategies
California
$534K -$16.3M -360,123 -97%
ML
443
McAdam LLC
Pennsylvania
$533K +$10.3K +227 +2%
SWP
444
Semus Wealth Partners
Florida
$533K -$3.66K -81 -0.7%
RFG
445
RFP Financial Group
Georgia
$532K -$23.7K -525 -4%
HR
446
Howe & Rusling
New York
$531K +$1.63K +36 +0.3%
PCMC
447
Private Capital Management (Colorado)
Colorado
$529K -$228K -5,036 -30%
HCA
448
Heck Capital Advisors
Wisconsin
$522K +$522K +11,539 New
ES
449
ETF Store
Kansas
$516K -$484K -10,698 -48%
VAM
450
Verity Asset Management
North Carolina
$512K -$15.9K -352 -3%
16 17
18
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