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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.

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
1
Envestnet Asset Management
Illinois
$7.49B
2
LPL Financial
2
LPL Financial
California
$1.85B
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$1.12B
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1B
5
WANY
5
Wealthspire Advisors (New York)
New York
$202M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$34.3M
4
LWM
4
Liberty Wealth Management
California
$15.5M
5
TWG
5
The Wealth Group
Minnesota
$8.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$64.7M +$23.1M +491,250 +56%
IWC
52
Integrated Wealth Concepts
Massachusetts
$62.8M -$9.13M -193,667 -13%
AssetMark Inc
53
AssetMark Inc
California
$62M +$635K +13,469 +1%
IWA
54
Icon Wealth Advisors
Texas
$60.6M +$11.1M +236,100 +22%
IDA
55
Intelligence Driven Advisers
California
$56.9M +$60.5K +1,285 +0.1%
SHIM
56
Stone House Investment Management
Pennsylvania
$56.9M +$8.88M +188,527 +19%
SW
57
SteelPeak Wealth
California
$55.4M +$7.65M +162,393 +16%
CIA
58
Compass Ion Advisors
Pennsylvania
$54.3M +$2.96M +62,878 +6%
AAS
59
Avantax Advisory Services
Texas
$52.8M +$9.69M +205,631 +22%
MIS
60
Morningstar Investment Services
Illinois
$51.1M +$9.98M +211,307 +24%
Prudential Financial
61
Prudential Financial
New Jersey
$49.3M +$2.18M +46,173 +5%
HGWM
62
Horst & Graben Wealth Management
Oregon
$48.3M +$5.89M +125,065 +14%
ACA
63
Affinity Capital Advisors
California
$46.8M +$3.15M +66,760 +7%
I
64
INVST
Indiana
$46.6M +$599K +12,714 +1%
APW
65
Austin Private Wealth
Texas
$45.5M +$12.8M +272,185 +39%
PWM
66
Perigon Wealth Management
California
$45.1M +$11.4M +242,571 +34%
KeyBank National Association
67
KeyBank National Association
Ohio
$42.4M +$2.94M +62,447 +7%
BTI
68
Blue Trust Inc
Georgia
$41.9M -$1.75M -38,658 -4%
DWM
69
Destination Wealth Management
California
$41.2M +$1.39M +29,424 +3%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$40M +$17.1M +363,446 +75%
OPS
71
Orion Portfolio Solutions
Nebraska
$38.9M +$217K +4,603 +0.6%
BCI
72
Brinker Capital Investments
Pennsylvania
$38.9M +$217K +4,603 +0.6%
OAP
73
One Advisory Partners
Kansas
$37.5M +$7.04M +149,505 +23%
BRWA
74
B. Riley Wealth Advisors
Florida
$37.5M +$3.95M +83,977 +12%
SB
75
Strategic Blueprint
Georgia
$36.4M +$6.87M +145,778 +23%
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