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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 %
OAP
76
One Advisory Partners
Kansas
$31.8M -$4.22M -93,310 -12%
GCM
77
G2 Capital Management
Ohio
$31.4M +$171K +3,783 +0.5%
GSIS
78
Global Strategic Investment Solutions
Arizona
$31.4M +$10.6M +233,872 +51%
KAS
79
Kestra Advisory Services
Texas
$30.9M -$1.93M -42,717 -6%
SB
80
Strategic Blueprint
Georgia
$30.7M -$4.17M -92,310 -12%
KFSC
81
Keystone Financial Services (Colorado)
Colorado
$30.3M +$257K +5,690 +0.9%
SFO
82
Stokes Family Office
Louisiana
$30.2M -$4.56M -100,855 -13%
PFG
83
PAX Financial Group
Texas
$29.7M -$2.37M -52,381 -7%
SAI
84
Savvy Advisors Inc
New York
$28.9M +$7.64M +169,004 +36%
CFGS
85
Concourse Financial Group Securities
Alabama
$28.8M -$2.51M -55,347 -8%
MWM
86
Modern Wealth Management
Kansas
$28.3M +$25.1M +554,494 +777%
IA
87
Integrity Alliance
Iowa
$27.8M +$27.8M +614,736 New
TF
88
Trek Financial
Arizona
$27.7M -$1.41M -31,282 -5%
P
89
&Partners
Tennessee
$27.6M +$10.6M +235,403 +63%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$27.1M +$24.8M +547,751 +1,056%
MMA
91
Miracle Mile Advisors
California
$27.1M +$3.29M +72,726 +14%
OC
92
Oarsman Capital
Wisconsin
$26.4M +$3.66M +81,067 +16%
BCM
93
Brookstone Capital Management
Illinois
$26.3M -$7.05M -156,056 -21%
OPS
94
Orion Portfolio Solutions
Nebraska
$26.1M -$11.2M -248,533 -30%
BCI
95
Brinker Capital Investments
Pennsylvania
$26.1M -$11.2M -248,533 -30%
EWP
96
Elevation Wealth Partners
California
$25.7M +$898K +19,871 +4%
DPI
97
Diversified Portfolios Inc
Michigan
$25.3M -$6.43M -142,230 -20%
AWM
98
AE Wealth Management
Kansas
$25.2M -$3.68M -81,476 -13%
Legacy Financial Group (Iowa)
99
Legacy Financial Group (Iowa)
Iowa
$25M -$2.02M -44,658 -7%
BHWM
100
Bay Harbor Wealth Management
Maryland
$24.8M -$1.97M -43,596 -7%
2 3
4
5 6