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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
$6.13B
2
LPL Financial
LPL Financial
California
$1.46B
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$895M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$395M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$763M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$879M
2
Osaic Holdings
Osaic Holdings
Arizona
$91.1M
3
BlackRock
BlackRock
New York
$2.6B
4
FGAM
Financial Gravity Asset Management
Texas
$2.77M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
526
Able Wealth Management
New Jersey
$237K -$25.9K -567 -10%
KWM
527
Kingsview Wealth Management
Oregon
$236K -$42K -921 -15%
FHA
528
Flagship Harbor Advisors
Massachusetts
$230K +$230K +5,044 New
MFG
529
Magnus Financial Group
New York
$230K +$230K +5,043 New
CB
530
Cadence Bank
Mississippi
$229K +$21.4K +470 +10%
SXL
531
Summit X LLC
Missouri
$229K -$18.8K -412 -8%
GWMR
532
GC Wealth Management RIA
Massachusetts
$227K +$227K +4,978 New
NP
533
NorthRock Partners
Minnesota
$227K +$14.8K +324 +7%
AFG
534
Altiora Financial Group
Ohio
$226K +$226K +4,964 New
CSIA
535
Charles Schwab Investment Advisory
California
$226K +$226K +4,952 New
TPCW
536
TD Private Client Wealth
New York
$225K +$26.3K +577 +13%
QCM
537
QRG Capital Management
Illinois
$223K +$223K +4,886 New
EP
538
Eudaimonia Partners
Tennessee
$222K +$222K +4,870 New
BBWP
539
Beacon Bridge Wealth Partners
Pennsylvania
$220K -$92.9K -2,038 -30%
SWA
540
SFMG Wealth Advisors
Texas
$217K +$217K +4,750 New
SCA
541
Scott Capital Advisors
Oregon
$215K +$215K +4,751 New
MWP
542
Madison Wealth Partners
Wisconsin
$214K -$15K -330 -7%
QCIG
543
Quad-Cities Investment Group
Iowa
$214K -$212K -4,657 -50%
PCS
544
Personal CFO Solutions
New Jersey
$210K +$6.11K +134 +3%
AB
545
Atlas Brown
Kentucky
$203K +$203K +4,462 New
HBW
546
Hazlett, Burt & Watson
West Virginia
$203K +$366 +8 +0.2%
FHB
547
First Hawaiian Bank
Hawaii
$203K +$203K +4,443 New
GCA
548
Greenwood Capital Associates
South Carolina
$203K +$203K +4,443 New
RCA
549
Resonant Capital Advisors
Wisconsin
$201K +$201K +4,417 New
EFG
550
Ehrlich Financial Group
California
$201K -$1.73M -37,842 -90%
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