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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 %
SS
426
Sunbelt Securities
Texas
$837K +$190K +4,029 +29%
EP
427
EPIQ Partners
Minnesota
$831K +$831K +17,629 New
TA
428
TFB Advisors
Kansas
$827K -$11.4K -241 -1%
FT
429
Fiduciary Trust
Massachusetts
$824K +$434K +9,204 +111%
HIP
430
HUB Investment Partners
Texas
$806K -$43.3K -919 -5%
DWP
431
Daymark Wealth Partners
Ohio
$801K -$40K -849 -5%
BWA
432
Burt Wealth Advisors
Maryland
$795K -$40.6K -862 -5%
PCIA
433
Prime Capital Investment Advisors
Kansas
$787K -$192K -4,068 -20%
BHPW
434
Beverly Hills Private Wealth
California
$751K -$53K -1,125 -7%
NFG
435
Nations Financial Group
Iowa
$751K +$30.5K +647 +4%
SPWG
436
Syntegra Private Wealth Group
Missouri
$742K +$144K +3,051 +24%
MHB
437
Midwest Heritage Bank
Iowa
$726K +$1.84K +39 +0.3%
NC
438
Napatree Capital
Rhode Island
$723K -$30.6K -650 -4%
ZB
439
Zions Bancorporation
Utah
$721K – – –
EAM
440
Empirical Asset Management
Massachusetts
$718K +$84.6K +1,795 +13%
PP
441
Prosperity Planning
Missouri
$713K -$620K -13,708 Closed
1CP
442
17 Capital Partners
Arizona
$710K +$110K +2,344 +18%
KWM
443
Kingsview Wealth Management
Oregon
$700K +$381K +8,094 +120%
B
444
Bailard
California
$671K +$671K +14,250 New
HFO
445
Heritage Family Offices
Arizona
$663K +$168K +3,575 +34%
LSA
446
Lion Street Advisors
Texas
$656K +$203K +4,298 +45%
KFG
447
Kingdom Financial Group
Arizona
$651K +$33.4K +709 +5%
PJSIMP
448
P.J. Schmidt Investment Management (PJS)
Wisconsin
$651K -$1.32K -28 -0.2%
AWM
449
Axxcess Wealth Management
California
$650K +$422K +8,965 +186%
WWM
450
WJ Wealth Management
Arizona
$644K -$2.73M -57,861 -81%
16 17
18
19 20