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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 %
WANY
51
Wealthspire Advisors (New York)
New York
$43.1M +$8.66M +187,890 +25%
HFA
52
High Falls Advisors
New York
$42.2M -$3.22M -69,981 -7%
AWM
53
AE Wealth Management
Kansas
$41.4M +$10.3M +224,926 +33%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$40.7M +$23.7M +515,152 +140%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$40.5M -$13.6M -295,812 -25%
KeyBank National Association
56
KeyBank National Association
Ohio
$38.4M -$249K -5,395 -0.6%
I
57
INVST
Indiana
$37M +$14.7M +321,607 +66%
BTI
58
Blue Trust Inc
Georgia
$36.8M -$6.83M -156,294 -16%
IWA
59
Icon Wealth Advisors
Texas
$34.6M +$34.6M +750,297 New
TVAMP
60
Tennessee Valley Asset Management Partners
Tennessee
$34.2M +$23M +499,557 +205%
GFS
61
GYL Financial Synergies
Connecticut
$34.2M +$32.2M +698,453 +1,595%
DPI
62
Diversified Portfolios Inc
Michigan
$32.9M +$7.34M +159,251 +29%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$32.9M -$27.7K -602 -0.1%
Truist Financial
64
Truist Financial
North Carolina
$31.9M +$2.62M +56,767 +9%
GCM
65
G2 Capital Management
Ohio
$31.9M +$31.9M +691,459 New
DWM
66
Destination Wealth Management
California
$31.4M -$5.69M -123,523 -15%
RFC
67
Regions Financial Corp
Alabama
$31.2M +$8.13M +176,453 +35%
AWE
68
Avidian Wealth Enterprises
Texas
$28.4M -$4.81M -104,373 -14%
ACA
69
Affinity Capital Advisors
California
$28.3M +$199K +4,329 +0.7%
PFG
70
PAX Financial Group
Texas
$28.1M +$2.29M +50,361 +9%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$27.9M +$4.5M +97,737 +19%
FFA
72
Farther Finance Advisors
California
$27.6M +$8.64M +187,526 +46%
AAS
73
Avantax Advisory Services
Texas
$27.6M -$119K -2,575 -0.4%
JSA
74
Jacobson & Schmitt Advisors
Wisconsin
$27.2M +$254K +5,519 +0.9%
OPS
75
Orion Portfolio Solutions
Nebraska
$27.1M -$762K -16,666 -3%
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