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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 %
OP
101
ORG Partners
Indiana
$24M +$1.31M +28,970 +6%
HighTower Advisors
102
HighTower Advisors
Illinois
$23.8M -$5M -110,671 -17%
CIAS
103
CFS Investment Advisory Services
New Jersey
$23.1M -$5.81M -128,471 -20%
WA
104
Wealth Alliance
New York
$22.8M -$2.26M -49,914 -9%
OWA
105
One Wealth Advisors
California
$22.3M -$5.11M -112,954 -19%
WWA
106
WCG Wealth Advisors
Nevada
$21.6M +$921K +20,380 +4%
SVWG
107
Shared Vision Wealth Group
United States
$21.4M -$559K -12,370 -3%
RA
108
RFG Advisory
Alabama
$21.1M +$25.5K +565 +0.1%
MFG
109
Merit Financial Group
Georgia
$21.1M +$7.92M +175,200 +60%
SWC
110
Spectrum Wealth Counsel
Indiana
$20.8M -$2.12M -46,908 -9%
ACA
111
Aptus Capital Advisors
Alabama
$20.7M +$17.7M +390,624 +584%
Corient Private Wealth
112
Corient Private Wealth
Florida
$20.1M -$41.4K -917 -0.2%
SA
113
Skyline Advisors
Washington
$19.9M +$19.9M +440,889 New
AFG
114
Atomi Financial Group
New York
$19.6M +$6.77M +149,832 +53%
FLA
115
Financial Life Advisors
Texas
$19.5M +$623K +13,791 +3%
RIA
116
Regal Investment Advisors
Michigan
$19.5M -$1.68M -37,271 -8%
PMWMG
117
Parr McKnight Wealth Management Group
Minnesota
$19.2M +$19.2M +425,304 New
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$19M +$19M +420,485 New
BOH
119
Bank of Hawaii
Hawaii
$18.7M -$485K -10,738 -3%
B
120
Bensler
Washington
$18.5M +$1.48M +32,719 +9%
TVM
121
True Vision MN
Minnesota
$18.3M -$1.87M -41,358 -9%
PS
122
Principal Securities
Iowa
$18.1M +$7.67M +169,697 +73%
CPBTD
123
Central Pacific Bank - Trust Division
Hawaii
$17.7M +$2.2M +48,657 +14%
SA
124
Sovran Advisors
California
$17.5M +$17.5M +392,031 New
CAL
125
Capital Analysts LLC
Pennsylvania
$17.2M -$825K -18,242 -5%
3 4
5
6 7