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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 %
FCG
451
Financial Connections Group
California
$505K +$31.5K +691 +7%
CIA
452
Cape Investment Advisory
Georgia
$485K -$76.4K -1,676 -14%
BFEC
453
Benjamin F. Edwards & Company
Missouri
$477K +$154K +3,372 +48%
ATC
454
Argent Trust Co
Tennessee
$477K – – –
AWM
455
Axxcess Wealth Management
California
$473K +$258K +5,661 +120%
LWM
456
LongView Wealth Management
Georgia
$472K -$125K -2,735 -21%
GFPC
457
Global Financial Private Client
Florida
$465K +$100K +2,216 +27%
FA
458
Flagstar Advisors
New York
$462K +$191K +4,200 +71%
BA
459
Bellwether Advisors
Nebraska
$460K – – –
T
460
TCWP
Ohio
$457K +$110K +2,417 +32%
AFAS
461
Acorn Financial Advisory Services
Virginia
$444K +$83.9K +1,840 +23%
IWP
462
Insight Wealth Partners
Texas
$440K +$137K +3,003 +45%
SAG
463
SageView Advisory Group
California
$438K +$438K +3,739 New
QWM
464
Quadcap Wealth Management
Texas
$433K +$46.2K +1,014 +12%
HWMA
465
Heritage Wealth Management (Arizona)
Arizona
$433K -$35.9K -788 -8%
HPC
466
Hobart Private Capital
North Carolina
$429K +$35.2K +771 +9%
AWA
467
Arkadios Wealth Advisors
Georgia
$423K +$17.3K +380 +4%
WJA
468
Willis Johnson & Associates
Texas
$423K +$16K +352 +4%
VWWMG
469
Vermillion & White Wealth Management Group
Pennsylvania
$419K – – –
SAM
470
Strategy Asset Managers
California
$408K +$408K +8,957 New
SAM
471
Smartleaf Asset Management
Massachusetts
$407K +$135K +2,954 +50%
CSB
472
City State Bank
Iowa
$401K +$26.3K +578 +7%
WA
473
Waverly Advisors
Alabama
$398K +$398K +8,729 New
IGWM
474
ICA Group Wealth Management
Colorado
$395K +$82.4K +1,807 +26%
1WA
475
180 Wealth Advisors
Washington
$389K +$74.3K +1,630 +24%
17 18
19
20 21