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iShares Core Total USD Bond Market ETF
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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 %
Bank of Montreal
501
Bank of Montreal
Ontario, Canada
$298K +$236K +5,175 +383%
FIM
502
Freedom Investment Management
Connecticut
$295K +$62.9K +1,379 +27%
IAIM
503
International Assets Investment Management
Florida
$295K -$213K -4,722 -42%
RJT
504
Raymond James Trust
Florida
$287K +$72.8K +1,597 +34%
PIA
505
Panoramic Investment Advisors
Colorado
$287K -$224K -4,906 -44%
PFS
506
Prospera Financial Services
Texas
$286K +$69.1K +1,514 +32%
BTWM
507
Baker Tilly Wealth Management
Wisconsin
$283K -$74.3K -1,630 -21%
FA
508
Fermata Advisors
California
$280K +$65.1K +1,427 +30%
ECM
509
Evergreen Capital Management
Washington
$274K +$274K +6,000 New
RFN
510
Redwood Financial Network
Ohio
$273K +$729 +16 +0.3%
BCA
511
Bay Colony Advisors
Massachusetts
$270K – – –
HIC
512
Hartline Investment Corp
Illinois
$270K +$270K +5,921 New
AQR Capital Management
513
AQR Capital Management
Connecticut
$262K +$262K +5,752 New
SEM
514
Strategic Equity Management
Arizona
$260K -$964K -21,135 -79%
IWM
515
IHT Wealth Management
Illinois
$259K -$101K -2,220 -28%
VA
516
Valmark Advisers
Ohio
$257K -$9.67K -212 -4%
CAAS
517
Capital Asset Advisory Services
Michigan
$250K +$250K +5,558 New
PWA
518
Prairie Wealth Advisors
Nebraska
$249K +$249K +5,461 New
NCFG
519
New Century Financial Group
New Jersey
$249K +$249K +5,458 New
EAM
520
Empirical Asset Management
Massachusetts
$247K +$247K +5,418 New
CPA
521
Capital Planning Advisors
California
$244K +$244K +5,360 New
TPI
522
Trust Point Inc
Wisconsin
$244K -$11.3M -247,863 -98%
CRI
523
Commonwealth Retirement Investments
Virginia
$244K +$38.3K +840 +19%
FF
524
Francis Financial
$243K +$243K +5,323 New
MCM
525
MidAtlantic Capital Management
Virginia
$242K – – –
19 20
21
22 23