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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 %
SFO
76
Stokes Family Office
Louisiana
$36.2M +$12M +253,935 +49%
AWE
77
Avidian Wealth Enterprises
Texas
$35.8M +$2.04M +43,233 +6%
RFC
78
Regions Financial Corp
Alabama
$34.9M -$2.44M -51,761 -7%
BCM
79
Brookstone Capital Management
Illinois
$34.8M +$5.1M +108,186 +17%
KAS
80
Kestra Advisory Services
Texas
$34.3M -$16.8M -356,435 -33%
GAG
81
GM Advisory Group
New York
$34M -$1.4M -29,743 -4%
PFG
82
PAX Financial Group
Texas
$33.4M +$3.19M +67,748 +11%
DPI
83
Diversified Portfolios Inc
Michigan
$33.1M -$10.1M -214,196 -23%
CFGS
84
Concourse Financial Group Securities
Alabama
$32.6M +$4.95M +104,990 +18%
GCM
85
G2 Capital Management
Ohio
$32.6M +$56.5K +1,198 +0.2%
JSA
86
Jacobson & Schmitt Advisors
Wisconsin
$32.3M +$1.84M +39,011 +6%
KFSC
87
Keystone Financial Services (Colorado)
Colorado
$31.3M +$4.94M +104,803 +19%
TF
88
Trek Financial
Arizona
$30.3M +$4.04M +85,677 +15%
CIAS
89
CFS Investment Advisory Services
New Jersey
$30.2M +$5.03M +106,663 +20%
AWM
90
AE Wealth Management
Kansas
$30.1M +$7.29M +154,753 +32%
SI
91
Stash Investments
New York
$30M +$1.73M +36,619 +6%
HighTower Advisors
92
HighTower Advisors
Illinois
$30M +$5.09M +108,128 +20%
OWA
93
One Wealth Advisors
California
$28.6M +$28.6M +606,266 New
Legacy Financial Group (Iowa)
94
Legacy Financial Group (Iowa)
Iowa
$28.2M +$3.65M +77,543 +15%
BHWM
95
Bay Harbor Wealth Management
Maryland
$27.9M +$3.44M +73,003 +14%
WA
96
Wealth Alliance
New York
$26.1M +$4.19M +88,921 +19%
EWP
97
Elevation Wealth Partners
California
$25.8M +$398K +8,455 +2%
T
98
TNF
Montana
$25.6M -$176K -3,822 -0.7%
MMA
99
Miracle Mile Advisors
California
$24.8M +$612K +12,992 +3%
UF
100
Univest Financial
Pennsylvania
$24.4M +$24.4M +517,593 New
2 3
4
5 6