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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 %
SIC
601
Salem Investment Counselors
North Carolina
$64.7K – – –
PA
602
Parallel Advisors
California
$62.1K +$5.05K +107 +9%
SSB
603
Sandy Spring Bank
Maryland
$60.6K – – –
TAM
604
Tucker Asset Management
Colorado
$59.1K +$25.8K +548 +78%
VWA
605
Valued Wealth Advisors
Utah
$58.5K +$58.5K +1,241 New
FAM
606
Family Asset Management
South Carolina
$54.2K +$12.6K +267 +30%
SOS
607
Silver Oak Securities
Tennessee
$52.8K +$13.5K +286 +34%
HGA
608
Hobbs Group Advisors
South Carolina
$51K +$51K +1,083 New
BHWM
609
Beaird Harris Wealth Management
Texas
$44.4K +$27.8K +591 +168%
BBHC
610
Brown Brothers Harriman & Co
New York
$42.7K +$5.18K +110 +14%
PMFA
611
Plante Moran Financial Advisors
Michigan
$39.4K – – –
KFI
612
Key Financial Inc
Pennsylvania
$32.7K – – –
DWM
613
Darwin Wealth Management
Florida
$32.2K +$32.2K +684 New
RIA
614
Realta Investment Advisors
Delaware
$31.1K -$24.6K -531 -44%
EWM
615
Evermay Wealth Management
Virginia
$30.9K +$30.9K +655 New
BCM
616
Blume Capital Management
California
$30.5K +$30.5K +648 New
PFG
617
Peterson Financial Group
Iowa
$29.5K +$29.5K +627 New
PS
618
Planned Solutions
California
$28.4K +$28.4K +603 New
JWA
619
JFS Wealth Advisors
Pennsylvania
$27.8K +$235 +5 +0.9%
TFM
620
TFC Financial Management
Massachusetts
$27.2K +$27.2K +577 New
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$25.1K +$2.78K +59 +12%
AFWM
622
Abich Financial Wealth Management
Virginia
$25K +$25K +531 New
SC
623
Swan Capital
Florida
$24.8K +$24.8K +527 New
TCM
624
TD Capital Management
Tennessee
$23.1K +$141 +3 +0.6%
DCM
625
Davis Capital Management
Florida
$23K +$23K +489 New
23 24
25
26 27