IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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 %
FFA
551
Founders Financial Alliance
North Carolina
$201K -$31.6K -694 -14%
WC
552
Waterloo Capital
Texas
$200K -$34.4K -754 -15%
SIC
553
Salem Investment Counselors
North Carolina
$181K – – –
FMP
554
Financial Management Professionals
Texas
$175K – – –
SC
555
Stephens Consulting
Michigan
$166K -$64.8K -1,421 -28%
EW
556
Element Wealth
Mississippi
$165K +$141K +3,099 +602%
NS
557
NBC Securities
Alabama
$152K +$91 +2 +0.1%
SWM
558
Sugarloaf Wealth Management
Georgia
$150K +$150K +3,290 New
ITIM
559
Indiana Trust & Investment Management
Indiana
$140K – – –
BWL
560
Bogart Wealth LLC
Virginia
$137K – – –
MG
561
Mather Group
Illinois
$121K +$121K +2,616 New
JWA
562
JFS Wealth Advisors
Pennsylvania
$119K +$137 +3 +0.1%
S
563
SignatureFD
Georgia
$102K +$101K +2,223 +10,105%
TIM
564
Thompson Investment Management
Wisconsin
$90K – – –
CFO
565
CVA Family Office
Colorado
$89.8K +$89.8K +1,969 New
CT
566
Colonial Trust
South Carolina
$86.5K – – –
WIC
567
Woodmont Investment Counsel
Tennessee
$79.8K +$79.8K +1,751 New
HIA
568
Harbor Investment Advisory
Maryland
$76.6K +$10.9K +238 +16%
FWP
569
FAS Wealth Partners
Kansas
$75.6K -$32K -701 -30%
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$67.6K +$91 +2 +0.1%
CPA
571
Clear Point Advisors
New York
$67.2K -$4.56K -100 -6%
RIA
572
Realta Investment Advisors
Delaware
$66.4K +$66.4K +1,456 New
RFG
573
REAP Financial Group
Texas
$63.3K +$16.7K +366 +36%
SSB
574
Sandy Spring Bank
Maryland
$58.6K – – –
JGCM
575
Joseph Group Capital Management
Ohio
$56.5K +$56.5K +1,239 New
21 22
23
24 25