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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 %
KIG
551
Kowal Investment Group
Wisconsin
$230K +$230K +4,874 New
IF
552
Insight Folios
North Carolina
$228K – – –
BAM
553
Belpointe Asset Management
Nevada
$227K -$30.4K -644 -12%
FCA
554
Fortis Capital Advisors
Kansas
$227K +$227K +4,818 New
GFA
555
Gallagher Fiduciary Advisors
Illinois
$225K +$225K +4,767 New
SCA
556
Scott Capital Advisors
Oregon
$224K – – –
NW
557
NewEdge Wealth
Pennsylvania
$223K -$148K -3,147 -40%
IA
558
Inspire Advisors
Idaho
$221K +$221K +4,687 New
TWM
559
Trinity Wealth Management
Pennsylvania
$218K +$218K +4,632 New
MWP
560
Madison Wealth Partners
Wisconsin
$216K – – –
FFA
561
Founders Financial Alliance
North Carolina
$216K +$9.71K +206 +5%
SWP
562
Strategic Wealth Partners
Ohio
$215K – – –
1WM
563
1900 Wealth Management
Texas
$213K -$565 -12 -0.3%
Fisher Asset Management
564
Fisher Asset Management
Washington
$210K -$41.8K -886 -17%
Vanguard Group
565
Vanguard Group
Pennsylvania
$209K +$209K +4,426 New
SXL
566
Summit X LLC
Missouri
$207K -$18.5K -410 -8%
HBW
567
Hazlett, Burt & Watson
West Virginia
$205K +$613 +13 +0.3%
GC
568
Gilbert & Cook
Iowa
$205K +$205K +4,344 New
FFA
569
Fragasso Financial Advisors
Pennsylvania
$202K -$240K -5,092 -54%
NS
570
NBC Securities
Alabama
$197K +$44.3K +945 +29%
FGC
571
Financial Gravity Companies
Texas
$189K +$189K +4,021 New
FMP
572
Financial Management Professionals
Texas
$181K – – –
EW
573
Element Wealth
Mississippi
$177K +$5.04K +107 +3%
MTC
574
Matrix Trust Company
Colorado
$174K +$174K +3,689 New
SC
575
Stephens Consulting
Michigan
$171K – – –
21 22
23
24 25