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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 %
NCFG
476
New Century Financial Group
New Jersey
$498K +$89.9K +1,907 +22%
VAM
477
Verity Asset Management
North Carolina
$493K -$40.2K -853 -8%
1WA
478
180 Wealth Advisors
Washington
$492K +$60K +1,273 +14%
SP
479
Stonebrook Private
Michigan
$491K -$2.86M -60,597 -85%
WJA
480
Willis Johnson & Associates
Texas
$488K +$3.82K +81 +0.8%
PFS
481
Prospera Financial Services
Texas
$481K +$117K +2,492 +32%
ML
482
McAdam LLC
Pennsylvania
$477K -$78.8K -1,673 -14%
FHA
483
Flagship Harbor Advisors
Massachusetts
$472K +$472K +10,011 New
AWM
484
Avior Wealth Management
Nebraska
$471K -$254K -5,390 -35%
RFG
485
RFP Financial Group
Georgia
$464K -$90.4K -1,918 -16%
AFP
486
Ausdal Financial Partners
Iowa
$459K +$92.2K +1,956 +25%
TH
487
TCTC Holdings
Texas
$454K +$454K +9,639 New
TC
488
Trilogy Capital
California
$451K +$70K +1,485 +18%
Charles Schwab
489
Charles Schwab
California
$450K +$126K +2,682 +39%
EI
490
Ellevest Inc
New York
$449K -$121K -2,560 -21%
FCI
491
Financial Counselors Inc
Kansas
$432K +$432K +9,175 New
NRI
492
NFP Retirement Inc
California
$432K -$414K -8,794 -49%
BA
493
Bellwether Advisors
Nebraska
$431K -$4.95K -105 -1%
HPC
494
Hobart Private Capital
North Carolina
$431K -$6.69K -142 -2%
MWM
495
Meridian Wealth Management
Kentucky
$423K +$19.3K +409 +5%
CSB
496
City State Bank
Iowa
$405K -$12.7K -270 -3%
FCT
497
Family Capital Trust
Massachusetts
$401K – – –
FPAS
498
Focus Partners Advisor Solutions
Missouri
$400K +$400K +8,489 New
Bank of Montreal
499
Bank of Montreal
Ontario, Canada
$396K +$38.6K +817 +11%
CPG
500
Cornerstone Planning Group
New Jersey
$390K -$110K -2,402 -22%
18 19
20
21 22