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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 %
SFO
76
Stokes Family Office
Louisiana
$32.7M +$1.93M +41,856 +6%
MWM
77
Modern Wealth Management
Kansas
$32.4M +$3.61M +78,298 +13%
GAG
78
GM Advisory Group
New York
$31.8M -$782K -16,963 -2%
OAP
79
One Advisory Partners
Kansas
$31.7M -$707K -15,333 -2%
UF
80
Univest Financial
Pennsylvania
$31.5M -$2.93M -63,535 -9%
TF
81
Trek Financial
Arizona
$31.1M +$2.86M +62,046 +10%
IA
82
Integrity Alliance
Iowa
$31.1M +$2.73M +59,345 +10%
GCM
83
G2 Capital Management
Ohio
$31M -$1M -21,729 -3%
OC
84
Oarsman Capital
Wisconsin
$30.8M +$3.87M +84,073 +14%
PWM
85
Perigon Wealth Management
California
$30.4M -$10.6M -230,115 -26%
MMA
86
Miracle Mile Advisors
California
$29.9M +$2.31M +50,061 +8%
PFG
87
PAX Financial Group
Texas
$27.9M -$2.29M -49,748 -8%
OPS
88
Orion Portfolio Solutions
Nebraska
$27.3M +$716K +15,547 +3%
BCI
89
Brinker Capital Investments
Pennsylvania
$27.3M +$716K +15,547 +3%
BCM
90
Brookstone Capital Management
Illinois
$27.1M +$302K +6,554 +1%
P
91
&Partners
Tennessee
$27.1M -$1.02M -22,248 -4%
EWP
92
Elevation Wealth Partners
California
$26.9M +$737K +15,991 +3%
I
93
INVST
Indiana
$26.1M -$15.6M -339,517 -37%
KFSC
94
Keystone Financial Services (Colorado)
Colorado
$25.6M -$5.24M -113,611 -17%
BHWM
95
Bay Harbor Wealth Management
Maryland
$25.5M +$245K +5,306 +1%
Legacy Financial Group (Iowa)
96
Legacy Financial Group (Iowa)
Iowa
$25.2M -$319K -6,930 -1%
WA
97
Wealth Alliance
New York
$23.4M +$198K +4,288 +0.9%
HighTower Advisors
98
HighTower Advisors
Illinois
$23.4M -$900K -19,523 -4%
AWM
99
AE Wealth Management
Kansas
$23.3M -$2.39M -51,836 -9%
CIAS
100
CFS Investment Advisory Services
New Jersey
$23.1M -$440K -9,541 -2%