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iShares Core Total USD Bond Market ETF
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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.

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

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
5
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
26
Private Ocean
California
$113M +$38.1M +827,817 +51%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$104M +$17.1M +372,088 +20%
FIA
28
Foundations Investment Advisors
Arizona
$102M +$13.9M +302,234 +16%
RJA
29
Raymond James & Associates
Florida
$96.5M -$3.99M -86,609 -4%
MC
30
McMorgan & Co
California
$86.2M -$7.53M -163,502 -8%
Stifel Financial
31
Stifel Financial
Missouri
$83.9M +$4.53M +98,341 +6%
UBS Group
32
UBS Group
Switzerland
$79.4M -$116M -2,520,521 -59%
JC
33
JB Capital
Connecticut
$77.9M -$23.7M -514,859 -23%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$74.8M +$73.1M +1,585,714 +4,110%
CAN
35
Cetera Advisor Networks
California
$69.8M -$2.19M -47,602 -3%
AWS
36
Atria Wealth Solutions
New York
$69M -$3.44M -74,739 -5%
SEIA
37
Signature Estate & Investment Advisors
California
$67.6M +$67.6M +1,467,959 New
FAAM
38
First Ascent Asset Management
Colorado
$64.3M +$2.73M +59,340 +4%
US Bancorp
39
US Bancorp
Minnesota
$62.3M -$2.8M -60,759 -4%
MIS
40
Morningstar Investment Services
Illinois
$57.1M +$31.8M +689,161 +126%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$55.8M -$479K -10,389 -0.8%
AssetMark Inc
42
AssetMark Inc
California
$54.2M +$301K +6,540 +0.6%
CA
43
Cetera Advisors
Colorado
$52.8M +$271K +5,877 +0.5%
CIA
44
Compass Ion Advisors
Pennsylvania
$51.4M +$635K +13,789 +1%
CW
45
CreativeOne Wealth
Kansas
$51.3M -$5.65M -122,578 -10%
GAG
46
GM Advisory Group
New York
$51.2M +$51.2M +1,112,134 New
NA
47
NewEdge Advisors
Louisiana
$50.1M +$3.15M +68,686 +7%
SHJ
48
Sharkey, Howes & Javer
Colorado
$50M -$2.81M -60,928 -5%
AI
49
Atria Investments
North Carolina
$46.5M -$549K -11,912 -1%
Prudential Financial
50
Prudential Financial
New Jersey
$44.4M -$762K -16,547 -2%
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