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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

642 hedge funds and large institutions have $28.2B invested in iShares Core Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 280 increasing their positions, 235 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+13
Holders Change %
+2.07%
% of All Funds
9.34%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.59%
New
77
Increased
280
Reduced
235
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K

Top Buyers

1
BlackRock
BlackRock
New York
$2.71B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.35B
3
MAV
Mason & Associates (Virginia)
Virginia
$108M
4
OIA
OneDigital Investment Advisors
Kansas
$324M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$817M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$64.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.94B
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$807M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$887M
5
CW
CreativeOne Wealth
Kansas
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
551
Lantern Wealth Advisors
New York
$209K +$209K +4,622 New
QCIG
552
Quad-Cities Investment Group
Iowa
$209K -$3.35K -74 -2%
MWP
553
Madison Wealth Partners
Wisconsin
$207K -$5.16K -114 -2%
SWP
554
Strategic Wealth Partners
Ohio
$206K +$206K +4,560 New
1WM
555
1900 Wealth Management
Texas
$205K -$646K -14,280 -76%
AB
556
Atlas Brown
Kentucky
$202K -$226 -5 -0.1%
FFA
557
Founders Financial Alliance
North Carolina
$198K -$1.67K -37 -0.8%
HBW
558
Hazlett, Burt & Watson
West Virginia
$195K -$4.63K -103 -2%
CF
559
Centaurus Financial
California
$188K +$188K +4,152 New
FMP
560
Financial Management Professionals
Texas
$174K – – –
EW
561
Element Wealth
Mississippi
$165K +$1.31K +29 +0.8%
SC
562
Stephens Consulting
Michigan
$164K – – –
CB
563
Chris Bulman
California
$148K +$148K +3,283 New
MWA
564
MFA Wealth Advisors
Pennsylvania
$147K +$147K +3,261 New
NS
565
NBC Securities
Alabama
$147K -$4.38K -97 -3%
S
566
Sachetta
Massachusetts
$145K +$145K +3,154 New
BWL
567
Bogart Wealth LLC
Virginia
$144K +$8.73K +193 +6%
SWM
568
Sugarloaf Wealth Management
Georgia
$144K -$4.93K -109 -3%
ITIM
569
Indiana Trust & Investment Management
Indiana
$139K – – –
TFF
570
The Family Firm
Maryland
$128K +$128K +2,824 New
TF
571
Tompkins Financial
New York
$121K +$121K +2,685 New
CAS
572
Coppell Advisory Solutions
Texas
$118K +$118K +2,610 New
JGCM
573
Joseph Group Capital Management
Ohio
$92K +$36K +796 +64%
TIM
574
Thompson Investment Management
Wisconsin
$89.3K – – –
CFO
575
CVA Family Office
Colorado
$89K – – –
21 22
23
24 25