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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 %
VAG
626
VisionPoint Advisory Group
Texas
$64 +$64 +2 New
HI
627
Hoey Investments
Pennsylvania
$47 – – –
BAAM
628
Baker Avenue Asset Management
California
– -$82.4M -1,884,856 Closed
SMM
629
Stadion Money Management
Georgia
– -$13.8M -316,059 Closed
Citadel Advisors
630
Citadel Advisors
Florida
– -$4.61M -105,455 Closed
Jane Street
631
Jane Street
New York
– -$4.45M -101,818 Closed
FAM
632
Forte Asset Management
New York
– -$3.6M -82,266 Closed
SAS
633
Stelac Advisory Services
New York
– -$1.56M -35,752 Closed
AT
634
American Trust
Kentucky
– -$1.2M -27,484 Closed
DP
635
Denver PWM
Colorado
– -$1.18M -27,302 Closed
SHFA
636
SC&H Financial Advisors
Maryland
– -$1.11M -25,502 Closed
AC
637
Avestar Capital
New York
– -$1.06M -24,300 Closed
TFA
638
Teamwork Financial Advisors
Texas
– -$870K -19,907 Closed
AA
639
Advisory Alpha
Michigan
– -$695K -15,902 Closed
Brown Advisory
640
Brown Advisory
Maryland
– -$617K -14,117 Closed
MSWMA
641
Market Street Wealth Management Advisors
Indiana
– -$557K -12,746 Closed
ANTB
642
AMG National Trust Bank
Colorado
– -$534K -12,206 Closed
BJL
643
Brighton Jones LLC
Washington
– -$532K -12,161 Closed
LSIA
644
LaSalle St. Investment Advisors
Illinois
– -$520K -11,908 Closed
GL
645
Graypoint LLC
New York
– -$393K -8,980 Closed
TGAM
646
TBH Global Asset Management
Tennessee
– -$379K -8,681 Closed
Koshinski Asset Management
647
Koshinski Asset Management
Illinois
– -$372K -8,505 Closed
Fisher Asset Management
648
Fisher Asset Management
Washington
– -$311K -7,108 Closed
EL
649
Essex LLC
Illinois
– -$292K -6,677 Closed
CWM
650
Cornerstone Wealth Management
Missouri
– -$289K -6,610 Closed
23 24 25
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