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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

629 hedge funds and large institutions have $27.9B invested in iShares Core Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 389 increasing their positions, 116 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
9.12%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
1.51%
New
73
Increased
389
Reduced
116
Closed
55
Calls
$32K
Puts
$246K
Net Calls
-$214K
Net Calls Change
-$214K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.13B
2
LPL Financial
LPL Financial
California
$1.46B
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$895M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$395M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$763M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$879M
2
Osaic Holdings
Osaic Holdings
Arizona
$91.1M
3
BlackRock
BlackRock
New York
$2.6B
4
FGAM
Financial Gravity Asset Management
Texas
$2.77M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
601
Versant Capital Management
Arizona
$10.6K – – –
IRC
602
Investors Research Corp
Georgia
$9.57K – – –
WAM
603
WFA Asset Management
Wisconsin
$9.26K +$46 +1 +0.5%
HGERS
604
Householder Group Estate & Retirement Specialist
Arizona
$7.93K +$775 +17 +11%
WAG
605
Wiser Advisor Group
Arizona
$7.66K – – –
NC
606
NewSquare Capital
Pennsylvania
$7.39K +$7.39K +162 New
HNB
607
Hilltop National Bank
Wyoming
$7.16K +$7.16K +157 New
FPF
608
First Pacific Financial
Washington
$6.47K – – –
OFG
609
Oxford Financial Group
Indiana
$6.06K – – –
BC
610
Barrett & Company
Rhode Island
$6.06K – – –
TRCT
611
Tower Research Capital (TRC)
New York
$6.02K +$5.15K +113 +595%
CJ
612
Caitlin John
Michigan
$4.92K – – –
AWA
613
Alaska Wealth Advisors
Alaska
$4.42K – – –
PSB
614
Piscataqua Savings Bank
New Hampshire
$4.06K +$4.06K +89 New
PGAM
615
Princeton Global Asset Management
New Jersey
$3.94K +$45 +1 +1%
IF
616
Integrity Financial
Wyoming
$3.42K – – –
NFSG
617
Newbridge Financial Services Group
Florida
$3.42K +$3.42K +75 New
HPC
618
HM Payson & Co
Maine
$3.33K +$3.33K +73 New
SWA
619
SOA Wealth Advisors
New York
$1.89K – – –
T
620
Tidemark
California
$1.69K – – –
AWM
621
Atticus Wealth Management
Florida
$1.55K +$1.55K +34 New
AWM
622
AllSquare Wealth Management
New York
$1.5K – – –
AIC
623
Archer Investment Corporation
Indiana
$912 – – –
FFO
624
Fortitude Family Office
Arizona
$866 -$45.3K -993 -98%
PWMG
625
Private Wealth Management Group
New Jersey
$776 +$776 +17 New
23 24
25
26 27