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iShares Core Total USD Bond Market ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
126
TSA Wealth Management
Texas
$11.6M +$11.6M +251,116 New
TIA
127
Tiemann Investment Advisors
California
$11.5M +$1.71M +37,050 +17%
MA
128
Mutual Advisors
Nebraska
$11.5M +$1.78M +38,543 +18%
FPCG
129
Forum Private Client Group
Indiana
$11.1M +$11.1M +240,692 New
PA
130
PFG Advisors
Arizona
$11M -$92.6K -2,010 -0.8%
SVWG
131
Shared Vision Wealth Group
United States
$11M +$11M +238,877 New
OWM
132
Orgel Wealth Management
Wisconsin
$10.7M +$10.2M +220,980 +1,976%
SFS
133
Security Financial Services
Indiana
$10.6M -$2.9M -63,053 -22%
WI
134
Wintrust Investments
Illinois
$10.6M -$465K -10,096 -4%
OC
135
Oarsman Capital
Wisconsin
$10.3M +$1.71M +37,044 +20%
Comerica Bank
136
Comerica Bank
Texas
$10.2M +$2.08M +45,097 +26%
WP
137
WealthShield Partners
North Carolina
$9.91M -$5.9M -128,160 -37%
RWRC
138
R.W. Roge & Company
New York
$9.8M +$810K +17,576 +9%
DE
139
Day & Ennis
Georgia
$9.78M -$716K -15,541 -7%
QWP
140
Quotient Wealth Partners
Texas
$9.75M +$9.75M +211,534 New
SFS
141
Sowell Financial Services
Arkansas
$9.29M +$462K +10,035 +5%
CWM
142
Centurion Wealth Management
Virginia
$9.03M -$266K -5,763 -3%
SW
143
Simplicity Wealth
New Jersey
$9.02M +$2.18M +47,337 +32%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$8.83M -$80.3K -1,742 -0.9%
PAG
145
Private Advisor Group
New Jersey
$8.8M -$170K -3,700 -2%
AA
146
Ancora Advisors
Ohio
$8.55M +$170K +3,682 +2%
TWM
147
Tradition Wealth Management
Minnesota
$8.36M -$906K -19,667 -10%
MLA
148
My Legacy Advisors
Oregon
$8.28M +$285K +6,204 +4%
GGS
149
Galvin Gaustad & Stein
Arizona
$8.26M +$900K +19,537 +12%
DI
150
DFPG Investments
Utah
$8.14M +$693K +15,111 +9%