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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.

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 %
RCS
101
Retirement Capital Strategies
California
$17.3M +$17.3M +375,300 New
HighTower Advisors
102
HighTower Advisors
Illinois
$17.1M -$301K -6,526 -2%
FLA
103
Financial Life Advisors
Texas
$16.7M -$2.03M -44,150 -11%
IWC
104
Integrated Wealth Concepts
Massachusetts
$16.7M -$1.95M -42,353 -10%
DADC
105
D.A. Davidson & Co
Montana
$16.3M -$209K -4,546 -1%
CIAS
106
CFS Investment Advisory Services
New Jersey
$15.7M -$2.01M -43,537 -11%
SFO
107
Stokes Family Office
Louisiana
$15.2M -$5.67M -123,114 -27%
SWM
108
Spire Wealth Management
Virginia
$15.2M -$398K -8,730 -3%
SB
109
Strategic Blueprint
Georgia
$15.2M +$2.92M +63,358 +24%
RA
110
RFG Advisory
Alabama
$15.1M -$1.01M -21,909 -6%
WA
111
Wealth Alliance
New York
$14.9M +$79.7K +1,731 +0.5%
SWC
112
Spectrum Wealth Counsel
Indiana
$14.8M +$14.8M +321,773 New
9WM
113
9258 Wealth Management
Ohio
$14.6M +$846K +18,361 +6%
OWM
114
Opes Wealth Management
California
$14.4M +$242K +5,257 +2%
MFG
115
Merit Financial Group
Georgia
$13.8M -$5.87M -127,521 -30%
GSIS
116
Global Strategic Investment Solutions
Arizona
$13.7M +$3.9M +84,724 +40%
OWA
117
One Wealth Advisors
California
$13.2M +$111K +2,408 +0.9%
TVM
118
True Vision MN
Minnesota
$12.9M +$12.9M +280,764 New
HPM
119
Hoxton Planning & Management
West Virginia
$12.9M +$2.82M +61,218 +28%
VNA
120
Valley National Advisers
Pennsylvania
$12.4M +$362K +7,862 +3%
RIA
121
Regal Investment Advisors
Michigan
$12.2M -$926K -20,103 -7%
FAIM
122
Financial Advocates Investment Management
Washington
$12M +$4.82M +31,723 +67%
LWM
123
Liberty Wealth Management
California
$12M -$1.13M -24,638 -9%
SSWM
124
Smith Salley Wealth Management
North Carolina
$11.7M +$281K +6,092 +2%
TPI
125
Trust Point Inc
Wisconsin
$11.7M +$11.7M +253,221 New
3 4
5
6 7