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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares Core Total USD Bond Market ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 200 increasing their positions, 254 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+83
Holders Change %
+15.34%
% of All Funds
9.15%
Holding in Top 10
102
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.93%
% of All Funds
1.5%
New
138
Increased
200
Reduced
254
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.34B
3
UCFA
3
United Capital Financial Advisors
Texas
$198M
4
BlackRock
4
BlackRock
New York
$2.78B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$74.8M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
5
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$27.1M -$762K -16,666 -3%
AT
77
Arden Trust
Delaware
$25.5M +$2.22M +48,263 +10%
SW
78
SteelPeak Wealth
California
$25.3M -$11.9M -258,010 -32%
BOH
79
Bank of Hawaii
Hawaii
$24.6M +$20M +434,387 +437%
HGWM
80
Horst & Graben Wealth Management
Oregon
$23.6M -$278K -6,037 -1%
SHIM
81
Stone House Investment Management
Pennsylvania
$23.3M +$10.4M +226,105 +81%
TWG
82
The Wealth Group
Minnesota
$22.9M +$22.9M +501,321 New
SI
83
Stash Investments
New York
$22.3M +$22.3M +483,384 New
TF
84
Trek Financial
Arizona
$22.1M -$180K -3,907 -0.8%
OP
85
ORG Partners
Indiana
$22.1M +$20.8M +450,665 +1,536%
CFGS
86
Concourse Financial Group Securities
Alabama
$22.1M -$1.73M -37,632 -7%
BCM
87
Brookstone Capital Management
Illinois
$21.7M +$1.41M +30,681 +7%
BRWA
88
B. Riley Wealth Advisors
Florida
$21.6M -$7.52M -163,319 -26%
GP
89
Girard Partners
Pennsylvania
$21.2M +$2.23M +48,307 +12%
Corient Private Wealth
90
Corient Private Wealth
Florida
$20.8M +$4.45M +96,577 +27%
KAS
91
Kestra Advisory Services
Texas
$20.5M -$19.5M -422,378 -49%
WF
92
Williams Financial
Vermont
$20.4M -$643K -13,966 -3%
T
93
TNF
Montana
$20.1M -$378K -8,262 -2%
EWP
94
Elevation Wealth Partners
California
$19.4M +$70.6K +1,613 +0.4%
OAP
95
One Advisory Partners
Kansas
$19.1M -$2.53M -54,978 -12%
APW
96
Austin Private Wealth
Texas
$18.1M +$1.63M +35,454 +10%
FCM
97
Firestone Capital Management
Florida
$18M -$795K -17,255 -4%
PWM
98
Perigon Wealth Management
California
$18M +$513K +11,146 +3%
KFSC
99
Keystone Financial Services (Colorado)
Colorado
$17.7M -$2.8M -60,771 -14%
BHWM
100
Bay Harbor Wealth Management
Maryland
$17.6M -$940K -20,402 -5%
2 3
4
5 6