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iShares Core Total USD Bond Market ETF
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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.

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
1
Envestnet Asset Management
Illinois
$6.13B
2
LPL Financial
2
LPL Financial
California
$1.46B
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$895M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$395M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$763M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$879M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$91.1M
3
BlackRock
3
BlackRock
New York
$2.6B
4
FGAM
4
Financial Gravity Asset Management
Texas
$2.77M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$47.8M 1,049,360 -162,721 -13%
GAG
52
GM Advisory Group
New York
$47.3M 1,038,260 -73,874 -7%
SW
53
SteelPeak Wealth
California
$45.2M 990,839 +442,607 +81%
BTI
54
Blue Trust Inc
Georgia
$44M 965,138 +122,517 +15%
SHIM
55
Stone House Investment Management
Pennsylvania
$43.7M 958,929 +453,652 +90%
FFA
56
Farther Finance Advisors
California
$40.5M 898,233 +299,244 +50%
WANY
57
Wealthspire Advisors (New York)
New York
$40.4M 886,506 -48,647 -5%
I
58
INVST
Indiana
$38.9M 861,146 +49,732 +6%
DPI
59
Diversified Portfolios Inc
Michigan
$38.7M 847,972 +133,557 +19%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$38.3M 839,124 +125,068 +18%
DWM
61
Destination Wealth Management
California
$38.1M 835,206 +153,541 +23%
AAS
62
Avantax Advisory Services
Texas
$38M 832,448 +234,399 +39%
HGWM
63
Horst & Graben Wealth Management
Oregon
$37.4M 820,792 +309,489 +61%
KeyBank National Association
64
KeyBank National Association
Ohio
$37.2M 815,917 -17,613 -2%
OPS
65
Orion Portfolio Solutions
Nebraska
$36.7M 805,180 +213,723 +36%
BCI
66
Brinker Capital Investments
Pennsylvania
$36.7M 805,180 +213,723 +36%
ACA
67
Affinity Capital Advisors
California
$36.5M 799,717 +185,058 +30%
MIS
68
Morningstar Investment Services
Illinois
$33.9M 742,070 -495,278 -40%
RFC
69
Regions Financial Corp
Alabama
$33.5M 734,426 +58,068 +9%
KAS
70
Kestra Advisory Services
Texas
$33.4M 732,973 +287,257 +64%
PWM
71
Perigon Wealth Management
California
$32.1M 703,169 +312,506 +80%
APW
72
Austin Private Wealth
Texas
$31.6M 700,250 +308,231 +79%
GCM
73
G2 Capital Management
Ohio
$31.4M 688,574 -2,885 -0.4%
AWE
74
Avidian Wealth Enterprises
Texas
$30.6M 671,281 +54,810 +9%
JSA
75
Jacobson & Schmitt Advisors
Wisconsin
$28.5M 624,246 +34,061 +6%
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