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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.

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
1
Jones Financial Companies
Missouri
$2.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.34B
3
UCFA
3
United Capital Financial Advisors
Texas
$198M
4
BlackRock
4
BlackRock
New York
$2.78B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$74.8M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
5
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LL
651
LWMG LLC
Minnesota
– -$277K -6,330 Closed
GCA
652
Greenwood Capital Associates
South Carolina
– -$268K -6,134 Closed
OFS
653
OneAscent Financial Services
Alabama
– -$266K -6,082 Closed
KFA
654
Kapstone Financial Advisors
Ohio
– -$240K -5,492 Closed
CAAS
655
Capital Asset Advisory Services
Michigan
– -$232K -5,321 Closed
WC
656
Whitney & Co
New York
– -$215K -4,915 Closed
SWM
657
Selective Wealth Management
Virginia
– -$207K -4,790 Closed
CB
658
Commerce Bank
Missouri
– -$206K -4,711 Closed
NFSG
659
Newbridge Financial Services Group
Florida
– -$199K -4,548 Closed
EWA
660
EP Wealth Advisors
California
– -$114K -2,615 Closed
FMTCOCP
661
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$85K -1,940 Closed
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
– -$43.7K -999 Closed
AWM
663
Activest Wealth Management
Florida
– -$39.3K -899 Closed
ADL
664
Asset Dedication LLC
California
– -$37K -848 Closed
RTC
665
Riverview Trust Company
Washington
– -$26K -595 Closed
WBC
666
West Branch Capital
Massachusetts
– -$25.5K -582 Closed
CA
667
Centerpoint Advisors
Massachusetts
– -$22K -504 Closed
Fifth Third Bancorp
668
Fifth Third Bancorp
Ohio
– -$21.2K -484 Closed
WWM
669
Wolff Wiese Magana
California
– -$18.5K -424 Closed
TWP
670
TFO Wealth Partners
Ohio
– -$14.6K -321 Closed
GBT
671
Grove Bank & Trust
Florida
– -$3.67K -84 Closed
WTA
672
Washington Trust Advisors
Massachusetts
– -$2.8K -64 Closed
LFG
673
Larson Financial Group
Missouri
– -$1.66K -38 Closed
AWA
674
Authentikos Wealth Advisory
California
– -$481 -11 Closed
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