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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 %
PWM
626
Provident Wealth Management
Tennessee
$21.8K +$21.8K +463 New
CWM
627
Cranbrook Wealth Management
Michigan
$15.7K – – –
NP
628
NorthRock Partners
Minnesota
$13.9K -$47.7K -1,012 -77%
FDCDDQ
629
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K – – –
WOSD
630
WFA of San Diego
California
$11.5K – – –
VCM
631
Versant Capital Management
Arizona
$11K – – –
IRC
632
Investors Research Corp
Georgia
$9.9K – – –
WAM
633
WFA Asset Management
Wisconsin
$9.77K +$94 +2 +1%
TSMHT
634
Thurston Springer Miller Herd & Titak
Indiana
$9.75K – – –
ADL
635
Asset Dedication LLC
California
$9.66K +$9.66K +205 New
WAG
636
Wiser Advisor Group
Arizona
$8.05K +$47 +1 +0.6%
PA
637
Pineridge Advisors
Missouri
$7.62K +$47 +1 +0.6%
HNB
638
Hilltop National Bank
Wyoming
$7.4K – – –
MBFW
639
Morton Brown Family Wealth
Pennsylvania
$6.93K +$6.93K +147 New
OFG
640
Oxford Financial Group
Indiana
$6.27K – – –
BC
641
Barrett & Company
Rhode Island
$6.27K – – –
EWM
642
EPG Wealth Management
Georgia
$5.75K +$5.75K +122 New
CJ
643
Caitlin John
Michigan
$4.92K – – –
PGAM
644
Princeton Global Asset Management
New Jersey
$4.16K +$47 +1 +1%
UCI
645
Uncommon Cents Investing
Wisconsin
$3.72K +$3.72K +79 New
T
646
Tidemark
California
$2.77K – – –
BNP Paribas Financial Markets
647
BNP Paribas Financial Markets
France
$2.31K +$2.31K +49 New
LWANC
648
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.03K +$2.03K +43 New
SWA
649
SOA Wealth Advisors
New York
$1.99K – – –
HT
650
Headlands Technologies
Illinois
$1.93K +$1.93K +41 New
24 25
26
27 28