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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 %
SL
626
Salomon & Ludwin
Virginia
$775 – – –
NRG
627
Nemes Rush Group
Michigan
$228 – – –
PCWA
628
Pacific Capital Wealth Advisors
California
$228 – – –
First Manhattan
629
First Manhattan
New York
$91 – – –
VAG
630
VisionPoint Advisory Group
Texas
$64 -$64 -1 -50%
HI
631
Hoey Investments
Pennsylvania
$46 – – –
SEIA
632
Signature Estate & Investment Advisors
California
– -$67.6M -1,467,959 Closed
OP
633
ORG Partners
Indiana
– -$22.1M -480,002 Closed
WF
634
Williams Financial
Vermont
– -$20.4M -442,620 Closed
OMC
635
Old Mission Capital
Illinois
– -$2.85M -61,797 Closed
RL
636
Retireful LLC
Michigan
– -$2.42M -52,570 Closed
MPW
637
MA Private Wealth
California
– -$2.03M -44,116 Closed
BP
638
Broadleaf Partners
Ohio
– -$1.44M -31,327 Closed
Charles Schwab
639
Charles Schwab
California
– -$1.17M -25,503 Closed
MAG
640
MRA Advisory Group
New Jersey
– -$792K -17,197 Closed
Susquehanna International Group
641
Susquehanna International Group
Pennsylvania
– -$788K -17,095 Closed
JJBC
642
James J. Burns & Company
New York
– -$596K -12,921 Closed
MWM
643
Meridian Wealth Management
Kentucky
– -$500K -10,862 Closed
AWM
644
Aprio Wealth Management
Georgia
– -$435K -9,447 Closed
COI
645
Connable Office Inc
Michigan
– -$413K -8,966 Closed
GCA
646
Gradient Capital Advisors
California
– -$399K -8,661 Closed
ACM
647
Advisors Capital Management
New Jersey
– -$388K -8,431 Closed
BFM
648
Boston Financial Management
Massachusetts
– -$387K -8,408 Closed
SGI
649
Summit Global Investments
Utah
– -$383K -8,312 Closed
Pathstone Holdings
650
Pathstone Holdings
New Jersey
– -$362K -7,862 Closed
24 25
26
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