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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.

Holders
710
Holders Change
+51
Holders Change %
+7.74%
% of All Funds
9.46%
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
1
BlackRock
New York
$3.09B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.74B
3
LPL Financial
3
LPL Financial
California
$2.02B
4
Wells Fargo
4
Wells Fargo
California
$1.92B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.05B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.38B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$819M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$853M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$969M
5
PAS
5
Park Avenue Securities
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
51
AssetMark Inc
California
$63.4M +$3.86M +85,497 +6%
HFA
52
High Falls Advisors
New York
$56.7M -$8.12M -179,645 -13%
SW
53
SteelPeak Wealth
California
$55.2M +$2.08M +46,101 +4%
CIA
54
Compass Ion Advisors
Pennsylvania
$54.9M +$2.8M +62,050 +5%
AI
55
Atria Investments
North Carolina
$54.4M -$12M -266,304 -18%
IWA
56
Icon Wealth Advisors
Texas
$49.7M -$8.45M -186,971 -15%
ACA
57
Affinity Capital Advisors
California
$48M +$3.3M +73,319 +7%
AAS
58
Avantax Advisory Services
Texas
$46.1M -$4.53M -100,281 -9%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$45.4M +$45.4M +1,003,623 New
IDA
60
Intelligence Driven Advisers
California
$44.7M -$9.92M -219,553 -18%
KeyBank National Association
61
KeyBank National Association
Ohio
$43M +$2.39M +52,972 +6%
I
62
INVST
Indiana
$40.9M -$3.77M -83,412 -8%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$40.8M +$2.47M +54,555 +6%
HGWM
64
Horst & Graben Wealth Management
Oregon
$40.6M -$5.8M -128,414 -13%
DWM
65
Destination Wealth Management
California
$40.3M +$768K +16,984 +2%
PWM
66
Perigon Wealth Management
California
$40.2M -$3.08M -68,065 -7%
BTI
67
Blue Trust Inc
Georgia
$40.1M -$1.81M -40,066 -4%
RFC
68
Regions Financial Corp
Alabama
$39.7M +$6.22M +137,666 +19%
SHIM
69
Stone House Investment Management
Pennsylvania
$39.7M -$14.9M -328,963 -27%
APW
70
Austin Private Wealth
Texas
$35.2M -$8.45M -186,891 -19%
AWE
71
Avidian Wealth Enterprises
Texas
$35.1M +$762K +16,852 +2%
UF
72
Univest Financial
Pennsylvania
$33.8M +$10.4M +229,339 +44%
JSA
73
Jacobson & Schmitt Advisors
Wisconsin
$32M +$1.05M +23,173 +3%
GAG
74
GM Advisory Group
New York
$32M -$635K -14,050 -2%
SI
75
Stash Investments
New York
$31.9M +$3.06M +67,761 +11%
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