IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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.

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

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
501
Valmark Advisers
Ohio
$269K -$2.53K -55 -0.9%
AWM
502
Able Wealth Management
New Jersey
$265K +$265K +5,757 New
ICM
503
Islay Capital Management
Texas
$263K +$263K +5,709 New
FTIS
504
First Trust Investment Solutions
Florida
$261K +$261K +5,665 New
Lido Advisors
505
Lido Advisors
California
$257K -$242K -5,259 -49%
LWA
506
Lineweaver Wealth Advisors
Ohio
$254K -$111K -2,406 -30%
TFGT
507
TS Financial Group (TSFG)
Illinois
$250K +$250K +5,435 New
SXL
508
Summit X LLC
Missouri
$250K -$36.2K -786 -13%
CA
509
Claro Advisors
Massachusetts
$248K +$248K +5,377 New
MCM
510
MidAtlantic Capital Management
Virginia
$245K +$245K +5,318 New
AIA
511
Alternative Investment Advisors
Florida
$244K -$1.64M -35,709 -87%
CIBC World Market
512
CIBC World Market
Ontario, Canada
$244K +$690 +15 +0.3%
AFP
513
Ausdal Financial Partners
Iowa
$242K +$28.8K +625 +13%
TCMP
514
Thrive Capital Management (Pennsylvania)
Pennsylvania
$239K -$52.6K -1,142 -18%
KA
515
Kovack Advisors
Florida
$239K -$376K -8,155 -61%
WC
516
Waterloo Capital
Texas
$237K +$237K +5,151 New
ORC
517
O'Rourke & Company
Massachusetts
$235K +$235K +5,099 New
FFA
518
Founders Financial Alliance
North Carolina
$235K -$507 -11 -0.2%
FIM
519
Freedom Investment Management
Connecticut
$235K +$235K +5,099 New
SC
520
Stephens Consulting
Michigan
$233K -$553 -12 -0.2%
MWP
521
Madison Wealth Partners
Wisconsin
$231K +$231K +5,023 New
NW
522
NewEdge Wealth
Pennsylvania
$229K -$507K -10,999 -69%
PA
523
Procyon Advisors
Connecticut
$223K +$223K +4,830 New
PFS
524
Prospera Financial Services
Texas
$219K -$8.8K -191 -4%
AWM
525
Axxcess Wealth Management
California
$218K -$246K -5,340 -53%
19 20
21
22 23