IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares Core Total USD Bond Market ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 200 increasing their positions, 254 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+83
Holders Change %
+15.34%
% of All Funds
9.15%
Holding in Top 10
102
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.93%
% of All Funds
1.5%
New
138
Increased
200
Reduced
254
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.21B
2
Morgan Stanley
Morgan Stanley
New York
$1.34B
3
UCFA
United Capital Financial Advisors
Texas
$198M
4
BlackRock
BlackRock
New York
$2.78B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$74.8M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
451
Hobart Private Capital
North Carolina
$398K -$424K -9,204 -52%
FCT
452
Family Capital Trust
Massachusetts
$392K +$392K +8,502 New
QWM
453
Quadcap Wealth Management
Texas
$391K +$391K +8,494 New
ACM
454
Advisors Capital Management
New Jersey
$388K +$388K +8,431 New
BFM
455
Boston Financial Management
Massachusetts
$387K +$387K +8,408 New
SGI
456
Summit Global Investments
Utah
$383K +$383K +8,312 New
CSB
457
City State Bank
Iowa
$379K -$240K -5,203 -39%
KFGK
458
Keystone Financial Group (Kentucky)
Kentucky
$373K -$19.9K -433 -5%
GFPC
459
Global Financial Private Client
Florida
$372K -$77.5K -1,682 -17%
IWM
460
IHT Wealth Management
Illinois
$364K -$26.8K -581 -7%
AFAS
461
Acorn Financial Advisory Services
Virginia
$364K -$49.6K -1,077 -12%
Pathstone Holdings
462
Pathstone Holdings
New Jersey
$362K +$362K +7,862 New
BTWM
463
Baker Tilly Wealth Management
Wisconsin
$361K -$15.2K -329 -4%
EL
464
EQ LLC
Washington
$354K -$492K -10,687 -58%
SS
465
Simplicity Solutions
Minnesota
$354K +$90.1K +1,955 +34%
PB
466
Pinnacle Bancorp
Nebraska
$352K -$22.6K -491 -6%
SFG
467
Snider Financial Group
Washington
$352K -$14.4K -312 -4%
T
468
TCWP
Ohio
$351K -$42.1K -913 -11%
ICP
469
Interchange Capital Partners
Pennsylvania
$342K -$61K -1,324 -15%
WS
470
Wedbush Securities
California
$337K +$3.78K +82 +1%
BSSFA
471
Baron Silver Stevens Financial Advisors
Florida
$336K +$116K +2,508 +52%
LSA
472
Lion Street Advisors
Texas
$334K -$17.4K -378 -5%
P
473
&Partners
Tennessee
$329K +$329K +7,159 New
BFEC
474
Benjamin F. Edwards & Company
Missouri
$327K +$10.9K +237 +3%
SC
475
Savant Capital
Illinois
$327K -$77.2K -1,676 -19%
17 18
19
20 21