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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares Core Total USD Bond Market ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 200 increasing their positions, 254 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+83
Holders Change %
+15.34%
% of All Funds
9.15%
Holding in Top 10
102
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.93%
% of All Funds
1.5%
New
138
Increased
200
Reduced
254
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.21B
2
Morgan Stanley
Morgan Stanley
New York
$1.34B
3
UCFA
United Capital Financial Advisors
Texas
$198M
4
BlackRock
BlackRock
New York
$2.78B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$74.8M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
576
Planned Solutions
California
$27.8K +$27.8K +603 New
PFBT
577
Parkside Financial Bank & Trust
Missouri
$27.3K +$27.3K +593 New
EW
578
Element Wealth
Mississippi
$23.7K – – –
TCM
579
TD Capital Management
Tennessee
$22.1K +$184 +4 +0.8%
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$21.8K – – –
AT
581
Arlington Trust
Alabama
$21.2K +$1.57K +34 +8%
AP
582
Arlington Partners
Alabama
$19.6K – – –
WIA
583
Wetzel Investment Advisors
Indiana
$18K +$18K +380 New
EC
584
EdgeRock Capital
Colorado
$17K +$17K +371 New
SOS
585
Silver Oak Securities
Tennessee
$15.8K +$599 +13 +4%
CWM
586
Cranbrook Wealth Management
Michigan
$15.4K – – –
HNB
587
Huntington National Bank
Ohio
$14.3K -$45.1K – –
FDCDDQ
588
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K -$13.8K -300 -51%
HDIM
589
Hanson & Doremus Investment Management
Vermont
$13K +$13K +287 New
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$12.8K +$12.8K +277 New
VCM
591
Versant Capital Management
Arizona
$10.7K – – –
PP
592
Pacifica Partners
Canada
$10.7K – – –
GA
593
GoalVest Advisory
New York
$10.4K +$10.4K +225 New
SA
594
Scarborough Advisors
Maryland
$10.3K +$10.3K +224 New
LFA
595
LGT Financial Advisors
Texas
$9.83K +$9.83K +213 New
IRC
596
Investors Research Corp
Georgia
$9.68K – – –
WAM
597
WFA Asset Management
Wisconsin
$9.3K +$92 +2 +1%
IPW
598
Impact Partnership Wealth
Georgia
$8.98K -$42.7K -926 -83%
TF
599
Tompkins Financial
New York
$8.85K +$8.85K +192 New
AWM
600
Avior Wealth Management
Nebraska
$7.74K -$5.21K -113 -40%
22 23
24
25 26