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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 %
AWM
651
AllSquare Wealth Management
New York
$1.56K – – –
AIC
652
Archer Investment Corporation
Indiana
$942 – – –
FFO
653
Fortitude Family Office
Arizona
$895 – – –
CA
654
Crewe Advisors
Utah
$802 – – –
SL
655
Salomon & Ludwin
Virginia
$801 – – –
PCWA
656
Pacific Capital Wealth Advisors
California
$236 – – –
NRG
657
Nemes Rush Group
Michigan
$228 +$228 +5 New
HNB
658
Huntington National Bank
Ohio
$47 -$25.3K – –
OSNBOA
659
Old Second National Bank of Aurora
Illinois
$47 +$47 +1 New
HI
660
Hoey Investments
Pennsylvania
$46 – – –
Focus Partners Wealth
661
Focus Partners Wealth
Massachusetts
– -$24.6M -544,420 Closed
DWM
662
Dynasty Wealth Management
Florida
– -$18.8M -416,677 Closed
OWMIAS
663
One Wealth Management Investment & Advisory Services
Florida
– -$9.36M -206,904 Closed
VC
664
Vicus Capital
Pennsylvania
– -$4.89M -108,162 Closed
MAM
665
Milestone Asset Management
Pennsylvania
– -$4.47M -98,805 Closed
Squarepoint
666
Squarepoint
New York
– -$3.3M -72,924 Closed
Citadel Advisors
667
Citadel Advisors
Florida
– -$3.14M -69,369 Closed
BFG
668
Buttonwood Financial Group
Missouri
– -$1.56M -34,846 Closed
MHS
669
M Holdings Securities
Oregon
– -$1.35M -29,859 Closed
RFG
670
Range Financial Group
Oregon
– -$1.11M -24,535 Closed
IAIM
671
International Assets Investment Management
Florida
– -$693K -15,336 Closed
WHCI
672
W.H. Cornerstone Investments
Massachusetts
– -$506K -11,192 Closed
T
673
TCWP
Ohio
– -$418K -9,239 Closed
PCA
674
Pallas Capital Advisors
Massachusetts
– -$405K -8,862 Closed
HSA
675
HBK Sorce Advisory
Pennsylvania
– -$341K -7,549 Closed
25 26
27
28 29