IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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 %
IW
476
Imprint Wealth
South Carolina
$388K +$124K +2,736 +47%
FCT
477
Family Capital Trust
Massachusetts
$388K – – –
SFA
478
Sequoia Financial Advisors
Ohio
$386K -$1.13M -24,712 -74%
CCA
479
Criterion Capital Advisors
Tennessee
$382K +$63.2K +1,387 +20%
DIA
480
Davidson Investment Advisors
Montana
$381K -$104K -2,286 -21%
FT
481
Fiduciary Trust
Massachusetts
$378K -$103K -2,261 -21%
AFP
482
Ausdal Financial Partners
Iowa
$376K +$136K +2,991 +57%
MCA
483
MSH Capital Advisors
Arizona
$373K +$86.3K +1,892 +30%
KFGK
484
Keystone Financial Group (Kentucky)
Kentucky
$369K -$319 -7 -0.1%
SFG
485
Snider Financial Group
Washington
$351K +$2.46K +54 +0.7%
PB
486
Pinnacle Bancorp
Nebraska
$349K – – –
SC
487
Savant Capital
Illinois
$338K +$14.3K +313 +4%
TC
488
Trilogy Capital
California
$337K +$68.2K +1,496 +25%
FEM
489
Fulcrum Equity Management
Texas
$335K +$53.1K +1,165 +19%
LSA
490
Lion Street Advisors
Texas
$334K – – –
IWN
491
Independent Wealth Network
Iowa
$332K +$12.6K +276 +4%
ACM
492
AUA Capital Management
Pennsylvania
$319K +$319K +6,994 New
WS
493
Wedbush Securities
California
$318K -$15.5K -340 -5%
DWP
494
Destiny Wealth Partners
Florida
$308K – – –
BPA
495
Beacon Pointe Advisors
California
$307K +$96.9K +2,125 +46%
DWG
496
Darden Wealth Group
Michigan
$307K +$7.16K +157 +2%
SP
497
Successful Portfolios
Florida
$305K -$7.39K -162 -2%
CIBC World Market
498
CIBC World Market
Ontario, Canada
$302K +$60.3K +1,325 +25%
AAS
499
Ameritas Advisory Services
Nebraska
$302K +$86.9K +1,915 +40%
CB
500
Commerce Bank
Missouri
$301K +$301K +6,601 New
18 19
20
21 22