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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 %
CC
676
Courier Capital
New York
– -$284K -6,290 Closed
ANTB
677
AMG National Trust Bank
Colorado
– -$274K -6,050 Closed
TSS
678
Two Sigma Securities
New York
– -$267K -5,904 Closed
VIM
679
Vista Investment Management
Pennsylvania
– -$260K -5,752 Closed
GI
680
Gradient Investments
Minnesota
– -$256K -5,658 Closed
SMH
681
Sanders Morris Harris
Texas
– -$229K -5,073 Closed
MCM
682
Maple Capital Management
Vermont
– -$224K -4,963 Closed
DW30
683
Drucker Wealth 3.0
New Jersey
– -$219K -4,854 Closed
AB
684
Atlas Brown
Kentucky
– -$202K -4,457 Closed
CB
685
Chris Bulman
California
– -$148K -3,283 Closed
TFF
686
The Family Firm
Maryland
– -$128K -2,824 Closed
TF
687
Tompkins Financial
New York
– -$121K -2,685 Closed
MA
688
MCF Advisors
Kentucky
– -$49.2K -1,088 Closed
CC
689
Cultivar Capital
Texas
– -$45.2K -1,000 Closed
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
– -$44.6K -986 Closed
National Bank of Canada
691
National Bank of Canada
Quebec, Canada
– -$42.8K -938 Closed
WIA
692
Wetzel Investment Advisors
Indiana
– -$17.3K -380 Closed
EC
693
EdgeRock Capital
Colorado
– -$16.8K -371 Closed
TJHA
694
Thomas J. Herzfeld Advisors
Florida
– -$16K -353 Closed
PP
695
Pacifica Partners
Canada
– -$10.7K -237 Closed
TCOV
696
Trust Company of Vermont
Vermont
– -$8.82K -195 Closed
IF
697
Integrity Financial
Wyoming
– -$3.39K -75 Closed
AA
698
AlphaMark Advisors
Kentucky
– -$1K -31 Closed
PWMG
699
Private Wealth Management Group
New Jersey
– -$769 -17 Closed
GLR
700
Great Lakes Retirement
Ohio
– -$181 -4 Closed
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