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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.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+51
Holders Change %
+7.74%
% of All Funds
9.45%
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
BlackRock
New York
$3.09B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.74B
3
LPL Financial
LPL Financial
California
$2.02B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$819M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$853M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$969M
5
PAS
Park Avenue Securities
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
726
Qube Research & Technologies (QRT)
United Kingdom
– -$1,000K -21,218 Closed
SWP
727
ShoreHaven Wealth Partners
New Jersey
– -$845K -17,923 Closed
EP
728
EPIQ Partners
Minnesota
– -$831K -17,629 Closed
ZB
729
Zions Bancorporation
Utah
– -$721K -15,310 Closed
B
730
Bailard
California
– -$671K -14,250 Closed
WWM
731
WJ Wealth Management
Arizona
– -$644K -13,659 Closed
EWA
732
EP Wealth Advisors
California
– -$588K -12,471 Closed
TW
733
TritonPoint Wealth
Maryland
– -$589K -12,458 Closed
CIBC World Market
734
CIBC World Market
Ontario, Canada
– -$544K -11,546 Closed
SP
735
Stonebrook Private
Michigan
– -$491K -10,421 Closed
GL
736
Graypoint LLC
New York
– -$385K -8,170 Closed
CICC
737
Capital Investment Counsel (Colorado)
Colorado
– -$371K -7,870 Closed
HWP
738
Hibernia Wealth Partners
Louisiana
– -$304K -6,447 Closed
IWN
739
Independent Wealth Network
Iowa
– -$298K -6,318 Closed
CA
740
CapWealth Advisors
Tennessee
– -$289K -6,130 Closed
FF
741
Francis Financial
– -$251K -5,323 Closed
WC
742
Waterloo Capital
Texas
– -$250K -5,302 Closed
NW
743
NewEdge Wealth
Pennsylvania
– -$223K -4,733 Closed
TWM
744
Trinity Wealth Management
Pennsylvania
– -$218K -4,632 Closed
SXL
745
Summit X LLC
Missouri
– -$207K -4,580 Closed
SWP
746
Strategic Wealth Partners
Ohio
– -$215K -4,560 Closed
Vanguard Group
747
Vanguard Group
Pennsylvania
– -$209K -4,426 Closed
GC
748
Gilbert & Cook
Iowa
– -$205K -4,344 Closed
FFA
749
Fragasso Financial Advisors
Pennsylvania
– -$202K -4,285 Closed
MWA
750
MFA Wealth Advisors
Pennsylvania
– -$154K -3,261 Closed
27 28 29
30
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