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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 %
MCM
626
MidAtlantic Capital Management
Virginia
$175K -$60.8K -1,346 -26%
FMP
627
Financial Management Professionals
Texas
$174K – – –
WSFS
628
Wilmington Savings Fund Society
Delaware
$167K +$6.46K +143 +4%
SC
629
Stephens Consulting
Michigan
$164K – – –
MIA
630
MeadowBrook Investment Advisors
Michigan
$148K +$148K +3,266 New
S
631
Sachetta
Massachusetts
$145K +$1.99K +44 +1%
Fifth Third Bancorp
632
Fifth Third Bancorp
Ohio
$144K -$7.19K -159 -5%
ITIM
633
Indiana Trust & Investment Management
Indiana
$139K – – –
CAS
634
Coppell Advisory Solutions
Texas
$136K -$23.5K -520 -15%
SWM
635
Sugarloaf Wealth Management
Georgia
$134K -$22.3K -493 -14%
TAM
636
Tucker Asset Management
Colorado
$125K +$68.3K +1,512 +120%
FF
637
Finley Financial
Nevada
$122K +$122K +2,700 New
MCM
638
MAI Capital Management
Ohio
$121K +$121K +2,673 New
EW
639
Element Wealth
Mississippi
$113K -$56.5K -1,250 -33%
BCMLT
640
Beacon Capital Management LLC (Tennessee)
Tennessee
$109K -$55.2K -1,222 -34%
TIM
641
Thompson Investment Management
Wisconsin
$99.4K +$10.2K +225 +11%
GWSG
642
GPS Wealth Strategies Group
Colorado
$98.5K +$12.2K +270 +14%
CAWM
643
Capital A Wealth Management
Pennsylvania
$97K +$97K +2,145 New
BAM
644
Bellevue Asset Management
Washington
$94.1K +$94.1K +2,082 New
WTC
645
WhitTier Trust Company
Nevada
$92.3K – – –
CFO
646
CVA Family Office
Colorado
$89K – – –
FWP
647
FAS Wealth Partners
Kansas
$85K +$4.25K +94 +5%
HIA
648
Harbor Investment Advisory
Maryland
$81.3K – – –
WTFG
649
Wood Tarver Financial Group
Idaho
$79K +$79K +1,754 New
TF
650
Tompkins Financial
New York
$78.4K +$78.4K +1,735 New
24 25
26
27 28