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iShares Core Total USD Bond Market ETF

719 hedge funds and large institutions have $32.3B invested in iShares Core Total USD Bond Market ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+9
Holders Change %
+1.27%
% of All Funds
9.77%
Holding in Top 10
116
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.08%
% of All Funds
1.58%
New
80
Increased
267
Reduced
315
Closed
52
Calls
$5K
Puts
$18K
Net Calls
-$13K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Shares
Change %
SW
51
SteelPeak Wealth
California
$61.6M +$5.3M +115,094 +9%
KAS
52
Kestra Advisory Services
Texas
$61.6M +$30M +651,131 +95%
SW
53
SoFi Wealth
California
$57.2M +$56M +1,214,958 +4,501%
HFA
54
High Falls Advisors
New York
$56.7M -$1.12M -24,341 -2%
BAAM
55
Baker Avenue Asset Management
California
$56.3M +$56.3M +1,222,802 New
IWA
56
Icon Wealth Advisors
Texas
$53.9M +$3.31M +71,836 +7%
SHIM
57
Stone House Investment Management
Pennsylvania
$51.6M +$11.2M +242,120 +28%
ACA
58
Affinity Capital Advisors
California
$51.6M +$3.39M +75,140 +7%
CW
59
CreativeOne Wealth
Kansas
$48.4M -$51.5M -1,118,554 -52%
AAS
60
Avantax Advisory Services
Texas
$47.7M +$726K +15,748 +2%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$47.1M +$860K +18,672 +2%
AWE
62
Avidian Wealth Enterprises
Texas
$44.8M +$8.97M +194,765 +25%
IDA
63
Intelligence Driven Advisers
California
$44.7M -$832K -18,061 -2%
KeyBank National Association
64
KeyBank National Association
Ohio
$43.7M -$204K -4,426 -0.5%
SAI
65
Savvy Advisors Inc
New York
$43.2M +$13.7M +297,383 +46%
DWM
66
Destination Wealth Management
California
$42.6M +$1.56M +33,870 +4%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$41.7M +$147K +3,182 +0.4%
RFC
68
Regions Financial Corp
Alabama
$40.6M +$108K +2,348 +0.3%
HGWM
69
Horst & Graben Wealth Management
Oregon
$40.3M -$1.09M -23,693 -3%
BTI
70
Blue Trust Inc
Georgia
$39.5M -$1.37M -29,758 -3%
APW
71
Austin Private Wealth
Texas
$38.9M +$2.96M +64,192 +8%
GSIS
72
Global Strategic Investment Solutions
Arizona
$35.4M +$3.35M +72,745 +10%
SI
73
Stash Investments
New York
$33.9M +$1.45M +31,547 +4%
SB
74
Strategic Blueprint
Georgia
$33.8M +$2.5M +54,186 +8%
JSA
75
Jacobson & Schmitt Advisors
Wisconsin
$33.6M +$1.02M +22,176 +3%