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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

642 hedge funds and large institutions have $28.2B invested in iShares Core Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 280 increasing their positions, 235 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+13
Holders Change %
+2.07%
% of All Funds
9.34%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.59%
New
77
Increased
280
Reduced
235
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K

Top Buyers

1
BlackRock
BlackRock
New York
$2.71B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.35B
3
MAV
Mason & Associates (Virginia)
Virginia
$108M
4
OIA
OneDigital Investment Advisors
Kansas
$324M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$817M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$64.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.94B
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$807M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$887M
5
CW
CreativeOne Wealth
Kansas
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
476
EP Wealth Advisors
California
$415K +$415K +9,168 New
PCA
477
Pallas Capital Advisors
Massachusetts
$405K -$134K -2,927 -25%
CSB
478
City State Bank
Iowa
$401K +$2.8K +62 +0.7%
VWWMG
479
Vermillion & White Wealth Management Group
Pennsylvania
$398K -$18.1K -400 -4%
MG
480
Mather Group
Illinois
$396K +$277K +6,065 +232%
NCFG
481
New Century Financial Group
New Jersey
$392K +$145K +3,213 +59%
MWM
482
Meridian Wealth Management
Kentucky
$387K +$387K +8,560 New
FCT
483
Family Capital Trust
Massachusetts
$384K – – –
FT
484
Fiduciary Trust
Massachusetts
$375K – – –
CCA
485
Criterion Capital Advisors
Tennessee
$371K -$7.46K -165 -2%
TC
486
Trilogy Capital
California
$365K +$30.9K +683 +9%
DIA
487
Davidson Investment Advisors
Montana
$364K -$13.1K -290 -3%
Cerity Partners
488
Cerity Partners
New York
$361K +$361K +7,986 New
NW
489
NewEdge Wealth
Pennsylvania
$356K -$440K -9,722 -55%
AFP
490
Ausdal Financial Partners
Iowa
$352K -$20.8K -459 -6%
SEM
491
Strategic Equity Management
Arizona
$350K +$92.7K +2,050 +36%
PFS
492
Prospera Financial Services
Texas
$349K +$65.5K +1,447 +23%
TPI
493
Trust Point Inc
Wisconsin
$347K +$105K +2,326 +43%
PB
494
Pinnacle Bancorp
Nebraska
$346K – – –
Bank of Montreal
495
Bank of Montreal
Ontario, Canada
$344K +$47K +1,032 +16%
BSSFA
496
Baron Silver Stevens Financial Advisors
Florida
$342K -$455K -10,061 -57%
HSA
497
HBK Sorce Advisory
Pennsylvania
$341K -$244K -5,393 -42%
WA
498
Waverly Advisors
Alabama
$330K -$64.9K -1,435 -16%
SFG
499
Snider Financial Group
Washington
$329K -$18.7K -413 -5%
HFA
500
Hershey Financial Advisers
Pennsylvania
$324K +$324K +7,154 New
18 19
20
21 22