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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 %
RCAG
451
Rehmann Capital Advisory Group
Michigan
$641K +$44.8K +950 +8%
AWM
452
Able Wealth Management
New Jersey
$634K +$634K +13,456 New
HG
453
Harbor Group
New Hampshire
$630K -$120K -2,544 -16%
EFN
454
Equita Financial Network
Pennsylvania
$628K +$628K +13,338 New
QWM
455
Quadcap Wealth Management
Texas
$612K +$166K +3,524 +37%
AFAS
456
Acorn Financial Advisory Services
Virginia
$590K +$129K +2,748 +28%
TW
457
TritonPoint Wealth
Maryland
$589K -$110K -2,325 -16%
EWA
458
EP Wealth Advisors
California
$588K +$156K +3,303 +36%
FTUS
459
Flow Traders U.S.
New York
$586K +$586K +12,430 New
ST
460
Spinnaker Trust
Maine
$581K -$6.6K -140 -1%
TPI
461
Trust Point Inc
Wisconsin
$577K +$215K +4,559 +59%
SAM
462
Smartleaf Asset Management
Massachusetts
$573K +$127K +2,693 +29%
BFPW
463
BOK Financial Private Wealth
Colorado
$563K -$74.6K -1,584 -12%
CWM
464
Cahaba Wealth Management
Georgia
$558K -$107K -2,265 -16%
GFPC
465
Global Financial Private Client
Florida
$557K +$46K +977 +9%
SSCM
466
Spectrum Strategic Capital Management
Oregon
$555K +$555K +11,772 New
ICP
467
Interchange Capital Partners
Pennsylvania
$552K +$109K +2,317 +25%
HR
468
Howe & Rusling
New York
$547K -$6.79K -144 -1%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$544K +$226K +4,790 +71%
TPCW
470
TD Private Client Wealth
New York
$541K +$276K +5,857 +104%
IWP
471
Insight Wealth Partners
Texas
$541K +$101K +2,135 +23%
ES
472
ETF Store
Kansas
$529K -$8.67K -184 -2%
LWM
473
LongView Wealth Management
Georgia
$527K +$47.4K +1,005 +10%
SL
474
Sentinus LLC
Illinois
$513K -$10.6M -229,101 -95%
SC
475
Savant Capital
Illinois
$508K +$21.9K +465 +5%
17 18
19
20 21