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iShares Core Total USD Bond Market ETF
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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 %
AAS
526
Ameritas Advisory Services
Nebraska
$217K -$69.1K -1,506 -24%
FA
527
Fermata Advisors
California
$217K +$217K +4,710 New
RJT
528
Raymond James Trust
Florida
$217K +$217K +4,701 New
NP
529
NorthRock Partners
Minnesota
$214K +$214K +4,648 New
BPA
530
Beacon Pointe Advisors
California
$212K -$26.1K -567 -11%
SAMC
531
Spectrum Asset Management (California)
California
$212K -$28.2K -613 -12%
CB
532
Cadence Bank
Mississippi
$210K +$210K +4,560 New
CRI
533
Commonwealth Retirement Investments
Virginia
$208K +$208K +4,512 New
PCS
534
Personal CFO Solutions
New Jersey
$206K -$366K -7,947 -64%
HBW
535
Hazlett, Burt & Watson
West Virginia
$204K -$13.1K -284 -6%
HF
536
HRT Financial
New York
$204K +$204K +4,432 New
MA
537
MKT Advisors
California
$202K -$43.9K -964 -18%
TPCW
538
TD Private Client Wealth
New York
$201K -$72.1K -1,566 -26%
GC
539
Gilbert & Cook
Iowa
$200K -$824K -17,882 -80%
JWCA
540
J.W. Cole Advisors
Florida
$200K +$200K +4,343 New
SIC
541
Salem Investment Counselors
North Carolina
$182K -$84.9K -1,843 -32%
FMP
542
Financial Management Professionals
Texas
$177K +$27.6K +600 +19%
NS
543
NBC Securities
Alabama
$154K +$10.8K +234 +8%
ITIM
544
Indiana Trust & Investment Management
Indiana
$141K – – –
BWL
545
Bogart Wealth LLC
Virginia
$138K – – –
RIM
546
Rockbridge Investment Management
New York
$130K +$130K +2,820 New
WT
547
Whittier Trust
California
$126K +$126K +2,725 New
JWA
548
JFS Wealth Advisors
Pennsylvania
$120K +$8.34K +181 +7%
PA
549
Parallel Advisors
California
$114K +$104K +2,251 +1,019%
FWP
550
FAS Wealth Partners
Kansas
$109K +$32.6K +707 +43%
20 21
22
23 24