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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
$7.49B
2
LPL Financial
LPL Financial
California
$1.85B
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$1.12B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1B
5
WANY
Wealthspire Advisors (New York)
New York
$202M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
2
DWM
Dynasty Wealth Management
Florida
$0
3
KAS
Kestra Advisory Services
Texas
$34.3M
4
LWM
Liberty Wealth Management
California
$15.5M
5
TWG
The Wealth Group
Minnesota
$8.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
501
Blueprint Investment Partners
North Carolina
$389K +$389K +8,245 New
TAM
502
TCP Asset Management
Ohio
$387K +$387K +8,218 New
GL
503
Graypoint LLC
New York
$385K -$302K -6,419 -44%
Cerity Partners
504
Cerity Partners
New York
$384K +$7.87K +167 +2%
DIA
505
Davidson Investment Advisors
Montana
$380K – – –
PCMC
506
Private Capital Management (Colorado)
Colorado
$379K -$173K -3,663 -31%
CCA
507
Criterion Capital Advisors
Tennessee
$371K – – –
CICC
508
Capital Investment Counsel (Colorado)
Colorado
$371K -$656K -13,915 -64%
VWWMG
509
Vermillion & White Wealth Management Group
Pennsylvania
$367K -$47.1K -1,000 -11%
VH
510
Visionary Horizons
Tennessee
$366K +$93.8K +1,990 +34%
KFGK
511
Keystone Financial Group (Kentucky)
Kentucky
$362K +$362K +7,689 New
SEM
512
Strategic Equity Management
Arizona
$360K -$5.47K -116 -1%
BSSFA
513
Baron Silver Stevens Financial Advisors
Florida
$357K – – –
SFG
514
Snider Financial Group
Washington
$354K +$11.2K +238 +3%
MFG
515
Magnus Financial Group
New York
$348K +$81.8K +1,737 +31%
WA
516
Waverly Advisors
Alabama
$345K +$1.79K +38 +0.5%
AAS
517
Ameritas Advisory Services
Nebraska
$343K +$53.8K +1,142 +19%
AUB
518
Atlantic Union Bankshares
Virginia
$339K -$142K -3,006 -29%
SWA
519
SFMG Wealth Advisors
Texas
$334K +$49.2K +1,044 +17%
WS
520
Wedbush Securities
California
$326K +$1.98K +42 +0.6%
PB
521
Pinnacle Bancorp
Nebraska
$324K -$36.2K -768 -10%
RJT
522
Raymond James Trust
Florida
$321K +$36.5K +775 +13%
APWA
523
Atlas Private Wealth Advisors
New Jersey
$321K +$8.15K +173 +3%
FA
524
Fermata Advisors
California
$319K +$43.1K +915 +16%
DWP
525
Destiny Wealth Partners
Florida
$312K +$3.58K +76 +1%
19 20
21
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