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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

710 hedge funds and large institutions have $32B invested in iShares Core Total USD Bond Market ETF in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 241 increasing their positions, 291 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+51
Holders Change %
+7.74%
% of All Funds
9.45%
Holding in Top 10
129
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.21%
% of All Funds
1.72%
New
128
Increased
241
Reduced
291
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$3.09B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.74B
3
LPL Financial
LPL Financial
California
$2.02B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$819M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$853M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$969M
5
PAS
Park Avenue Securities
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
601
Commerce Bank
Missouri
$237K – – –
BAM
602
Belpointe Asset Management
Nevada
$235K +$9.98K +214 +4%
FCA
603
Fortis Capital Advisors
Kansas
$235K +$9.98K +214 +4%
CRI
604
Commonwealth Retirement Investments
Virginia
$235K – – –
CB
605
Cadence Bank
Mississippi
$233K -$8.09K -179 -3%
MWP
606
Madison Wealth Partners
Wisconsin
$227K +$20.3K +450 +10%
GWMR
607
GC Wealth Management RIA
Massachusetts
$225K – – –
AFG
608
Altiora Financial Group
Ohio
$224K – – –
M
609
MATAURO
New York
$222K +$222K +4,912 New
RFN
610
Redwood Financial Network
Ohio
$218K -$31K -686 -12%
BPA
611
Beacon Pointe Advisors
California
$216K +$216K +4,769 New
SCA
612
Scott Capital Advisors
Oregon
$212K – – –
TIM
613
Total Investment Management
Arizona
$212K +$212K +4,687 New
PAMG
614
Patton Albertson Miller Group
Tennessee
$209K +$209K +4,618 New
OC
615
Oppenheimer & Co
New York
$208K +$208K +4,608 New
FFA
616
Founders Financial Alliance
North Carolina
$207K +$588 +13 +0.3%
1WM
617
1900 Wealth Management
Texas
$207K +$3.26K +72 +2%
SP
618
Sequent Planning
Nebraska
$207K +$207K +4,578 New
KMWM
619
Keudell/Morrison Wealth Management
Oregon
$207K +$207K +4,572 New
Northern Trust
620
Northern Trust
Illinois
$205K +$205K +4,538 New
SFA
621
Sequoia Financial Advisors
Ohio
$200K +$200K +4,427 New
HBW
622
Hazlett, Burt & Watson
West Virginia
$195K -$1.17K -26 -0.6%
T
623
Transce3nd
Texas
$188K +$188K +4,157 New
FGC
624
Financial Gravity Companies
Texas
$178K -$3.89K -86 -2%
PA
625
PSI Advisors
Florida
$176K +$176K +3,887 New
23 24
25
26 27