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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 %
BCMLT
576
Beacon Capital Management LLC (Tennessee)
Tennessee
$171K +$171K +3,632 New
WSFS
577
Wilmington Savings Fund Society
Delaware
$168K +$168K +3,556 New
CAS
578
Coppell Advisory Solutions
Texas
$167K +$43.6K +924 +35%
SWM
579
Sugarloaf Wealth Management
Georgia
$162K +$12.5K +266 +8%
Fifth Third Bancorp
580
Fifth Third Bancorp
Ohio
$158K +$111K +2,356 +238%
MWA
581
MFA Wealth Advisors
Pennsylvania
$154K – – –
S
582
Sachetta
Massachusetts
$150K +$989 +21 +0.7%
ITIM
583
Indiana Trust & Investment Management
Indiana
$145K – – –
BWL
584
Bogart Wealth LLC
Virginia
$141K -$9.09K -193 -6%
CIAS
585
Capital Investment Advisory Services
North Carolina
$119K +$116K +2,470 +3,742%
WTC
586
WhitTier Trust Company
Nevada
$96.2K +$78.7K +1,670 +448%
TIM
587
Thompson Investment Management
Wisconsin
$93.1K – – –
CFO
588
CVA Family Office
Colorado
$92.8K – – –
LC
589
Lindbrook Capital
California
$91.7K +$91.7K +1,947 New
GWSG
590
GPS Wealth Strategies Group
Colorado
$90K +$9.57K +203 +12%
CT
591
Colonial Trust
South Carolina
$89.4K – – –
JIP
592
Jaffetilchin Investment Partners
Florida
$86K +$86K +1,826 New
JGCM
593
Joseph Group Capital Management
Ohio
$85.9K -$9.99K -212 -10%
HIA
594
Harbor Investment Advisory
Maryland
$84.7K +$5.51K +117 +7%
FWP
595
FAS Wealth Partners
Kansas
$84.2K +$5.18K +110 +7%
IHWM
596
Iron Horse Wealth Management
Iowa
$81.2K +$81.2K +1,724 New
RFG
597
REAP Financial Group
Texas
$74.6K +$9.38K +199 +14%
S
598
SignatureFD
Georgia
$73.8K -$1.23K -26 -2%
AAP
599
Arax Advisory Partners
Colorado
$72.8K – – –
LFA
600
LGT Financial Advisors
Texas
$67K +$10.3K +219 +18%
22 23
24
25 26