IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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 %
FA
651
FDx Advisors
Illinois
– -$325K -7,062 Closed
DIA
652
Dana Investment Advisors
Wisconsin
– -$322K -6,981 Closed
HFS
653
Howard Financial Services
Texas
– -$279K -6,049 Closed
ICM
654
Islay Capital Management
Texas
– -$263K -5,709 Closed
FTIS
655
First Trust Investment Solutions
Florida
– -$261K -5,665 Closed
Lido Advisors
656
Lido Advisors
California
– -$257K -5,576 Closed
LWA
657
Lineweaver Wealth Advisors
Ohio
– -$254K -5,519 Closed
TCMP
658
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$239K -5,197 Closed
KA
659
Kovack Advisors
Florida
– -$239K -5,182 Closed
ORC
660
O'Rourke & Company
Massachusetts
– -$235K -5,099 Closed
PA
661
Procyon Advisors
Connecticut
– -$223K -4,830 Closed
SAMC
662
Spectrum Asset Management (California)
California
– -$212K -4,595 Closed
MA
663
MKT Advisors
California
– -$202K -4,432 Closed
HF
664
HRT Financial
New York
– -$204K -4,432 Closed
GC
665
Gilbert & Cook
Iowa
– -$200K -4,344 Closed
JWCA
666
J.W. Cole Advisors
Florida
– -$200K -4,343 Closed
RIM
667
Rockbridge Investment Management
New York
– -$130K -2,820 Closed
WT
668
Whittier Trust
California
– -$126K -2,725 Closed
CFB
669
Cullen/Frost Bankers
Texas
– -$76.9K -1,670 Closed
BCWM
670
Bartlett & Co Wealth Management
Ohio
– -$51.2K -1,110 Closed
MFT
671
Moisand Fitzgerald Tamayo
Florida
– -$48.1K -1,045 Closed
WTC
672
WhitTier Trust Company
Nevada
– -$42.7K -927 Closed
AC
673
AlphaCore Capital
California
– -$29K -629 Closed
PS
674
Planned Solutions
California
– -$27.8K -603 Closed
PFBT
675
Parkside Financial Bank & Trust
Missouri
– -$27.3K -593 Closed
24 25 26
27
28