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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 %
WAG
601
Wiser Advisor Group
Arizona
$7.7K +$7.7K +167 New
HGERS
602
Householder Group Estate & Retirement Specialist
Arizona
$7K +$134 +3 +2%
FPF
603
First Pacific Financial
Washington
$6.54K +$6.54K +142 New
OFG
604
Oxford Financial Group
Indiana
$6.13K – – –
BC
605
Barrett & Company
Rhode Island
$6.13K – – –
GI
606
Gradient Investments
Minnesota
$5.39K +$5.39K +117 New
AEPWM
607
Atlantic Edge Private Wealth Management
Florida
$5.16K +$5.16K +112 New
CJ
608
Caitlin John
Michigan
$4.98K +$4.98K +108 New
HT
609
Headlands Technologies
Illinois
$4.65K +$3.36K +73 +261%
DJSG
610
D.J. St. Germain
Massachusetts
$4.52K +$4.52K +98 New
AWA
611
Alaska Wealth Advisors
Alaska
$4.47K +$4.47K +97 New
PGAM
612
Princeton Global Asset Management
New Jersey
$3.96K +$46 +1 +1%
IF
613
Integrity Financial
Wyoming
$3.46K – – –
SWA
614
SOA Wealth Advisors
New York
$1.9K – – –
T
615
Tidemark
California
$1.71K +$1.71K +37 New
AWM
616
AllSquare Wealth Management
New York
$1.52K – – –
CPA
617
Cardiff Park Advisors
California
$1.11K +$1.11K +24 New
S
618
SignatureFD
Georgia
$1K -$61.6K -1,350 -98%
AIC
619
Archer Investment Corporation
Indiana
$921 -$23.4K -509 -96%
TRCT
620
Tower Research Capital (TRC)
New York
$875 -$5.8K -126 -87%
SL
621
Salomon & Ludwin
Virginia
$743 – – –
NRG
622
Nemes Rush Group
Michigan
$231 -$5.96K -129 -96%
PCWA
623
Pacific Capital Wealth Advisors
California
$230 +$230 +5 New
CIAS
624
Capital Investment Advisory Services
North Carolina
$138 – – –
First Manhattan
625
First Manhattan
New York
$92 – – –
23 24
25
26 27