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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 %
SWC
101
Spectrum Wealth Counsel
Indiana
$23.9M +$3.54M +75,081 +17%
OC
102
Oarsman Capital
Wisconsin
$23.7M +$3.37M +71,579 +17%
OP
103
ORG Partners
Indiana
$23.7M -$4.13M -87,563 -15%
SVWG
104
Shared Vision Wealth Group
United States
$22.9M +$3.74M +79,340 +20%
SAI
105
Savvy Advisors Inc
New York
$22.2M +$10.9M +232,271 +97%
RIA
106
Regal Investment Advisors
Michigan
$22.1M +$8.1M +171,964 +58%
RA
107
RFG Advisory
Alabama
$22M +$2.84M +60,166 +15%
GSIS
108
Global Strategic Investment Solutions
Arizona
$21.7M -$3.59M -76,119 -14%
SW
109
Simplicity Wealth
New Jersey
$21.7M +$5.07M +107,650 +31%
WWA
110
WCG Wealth Advisors
Nevada
$21.6M +$2.25M +47,802 +12%
Corient Private Wealth
111
Corient Private Wealth
Florida
$21M +$497K +10,558 +2%
TVM
112
True Vision MN
Minnesota
$21M +$3.72M +79,033 +22%
BOH
113
Bank of Hawaii
Hawaii
$20M -$211K -4,488 -1%
FLA
114
Financial Life Advisors
Texas
$19.7M +$940K +19,939 +5%
ATS
115
Ashton Thomas Securities
New York
$19.3M +$2.2M +46,600 +13%
CAL
116
Capital Analysts LLC
Pennsylvania
$18.8M +$8.45M +179,227 +81%
FCM
117
Firestone Capital Management
Florida
$18.3M -$405K -8,594 -2%
P
118
&Partners
Tennessee
$18M +$14M +291,834 +344%
B
119
Bensler
Washington
$17.8M +$17.8M +376,759 New
HPM
120
Hoxton Planning & Management
West Virginia
$17.5M +$1.59M +33,839 +10%
AR
121
Apeiron RIA
Texas
$17.1M +$4.89M +103,771 +40%
RCS
122
Retirement Capital Strategies
California
$17.1M +$16.5M +350,108 +2,964%
WWG
123
West Wealth Group
California
$16.2M +$2.65M +56,167 +19%
Jane Street
124
Jane Street
New York
$16.2M +$13.1M +277,634 +415%
GFS
125
GYL Financial Synergies
Connecticut
$16.2M -$202K -4,284 -1%
3 4
5
6 7