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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 %
HWM
526
HB Wealth Management
Georgia
$310K +$310K +6,570 New
DWG
527
Darden Wealth Group
Michigan
$306K +$5.8K +123 +2%
AT
528
Arlington Trust
Alabama
$306K – – –
HWP
529
Hibernia Wealth Partners
Louisiana
$304K +$44.5K +944 +17%
IWN
530
Independent Wealth Network
Iowa
$298K -$20.1K -427 -6%
EE
531
EWG Elevate
California
$296K +$44.6K +946 +18%
FIM
532
Freedom Investment Management
Connecticut
$294K +$13.2K +281 +5%
FSA
533
Financial Sense Advisors
California
$292K +$20.3K +431 +7%
CA
534
CapWealth Advisors
Tennessee
$289K – – –
SP
535
Successful Portfolios
Florida
$285K -$10.5K -223 -4%
BCA
536
Bay Colony Advisors
Massachusetts
$279K – – –
EWM
537
Evercore Wealth Management
New York
$274K +$274K +5,811 New
LWA
538
Lantern Wealth Advisors
New York
$272K +$54.6K +1,159 +25%
AIA
539
Alera Investment Advisors
Illinois
$272K – – –
KA
540
Kovack Advisors
Florida
$262K +$10.7K +227 +4%
RFN
541
Redwood Financial Network
Ohio
$260K -$16.2K -344 -6%
CB
542
Cadence Bank
Mississippi
$251K +$13.2K +280 +6%
FF
543
Francis Financial
$251K – – –
WC
544
Waterloo Capital
Texas
$250K +$250K +5,302 New
QCIG
545
Quad-Cities Investment Group
Iowa
$249K +$32K +679 +15%
CB
546
Commerce Bank
Missouri
$247K +$247K +5,251 New
MCM
547
MidAtlantic Capital Management
Virginia
$246K – – –
CRI
548
Commonwealth Retirement Investments
Virginia
$245K -$7.63K -162 -3%
GWMR
549
GC Wealth Management RIA
Massachusetts
$235K – – –
AFG
550
Altiora Financial Group
Ohio
$234K – – –
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