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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 %
PGAM
701
Princeton Global Asset Management
New Jersey
$4.05K +$45 +1 +1%
LFG
702
Larson Financial Group
Missouri
$2.35K +$2.35K +52 New
LWANC
703
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94K – – –
SWA
704
SOA Wealth Advisors
New York
$1.94K +$45 +1 +2%
AWM
705
AllSquare Wealth Management
New York
$1.49K – – –
FFO
706
Fortitude Family Office
Arizona
$859 – – –
SL
707
Salomon & Ludwin
Virginia
$768 – – –
HI
708
Human Investing
Oregon
$588 +$588 +13 New
NS
709
NBC Securities
Alabama
$386 -$202K -4,194 -100%
PCWA
710
Pacific Capital Wealth Advisors
California
$226 – – –
HI
711
Hoey Investments
Pennsylvania
$46 – – –
VHAM
712
Van Hulzen Asset Management
California
$25 +$25 +1 New
CIBC Private Wealth Group
713
CIBC Private Wealth Group
Georgia
$11 – – –
HHGA
714
Halbert Hargrove Global Advisors
California
$9 – – –
Prudential Financial
715
Prudential Financial
New Jersey
– -$49.3M -1,046,686 Closed
ATS
716
Ashton Thomas Securities
New York
– -$19.3M -409,763 Closed
FFWA
717
Forthright Family Wealth Advisory
Texas
– -$12.5M -270,257 Closed
TWP
718
Triad Wealth Partners
Kansas
– -$4.71M -99,884 Closed
AWA
719
Adapt Wealth Advisors
Georgia
– -$3.56M -75,522 Closed
CP
720
Capital Planning
Washington
– -$2.86M -60,692 Closed
GVAG
721
Great Valley Advisor Group
Delaware
– -$2.78M -59,011 Closed
ACM
722
Andina Capital Management
Utah
– -$1.92M -40,667 Closed
IF
723
IRON Financial
Illinois
– -$1.73M -36,742 Closed
EP
724
Edgestream Partners
New Jersey
– -$1.58M -33,596 Closed
RL
725
Retireful LLC
Michigan
– -$1.52M -32,220 Closed
27 28
29
30 31