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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

629 hedge funds and large institutions have $27.9B invested in iShares Core Total USD Bond Market ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 389 increasing their positions, 116 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
9.12%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
1.51%
New
73
Increased
389
Reduced
116
Closed
55
Calls
$32K
Puts
$246K
Net Calls
-$214K
Net Calls Change
-$214K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.13B
2
LPL Financial
2
LPL Financial
California
$1.46B
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$895M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$395M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$763M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$879M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$91.1M
3
BlackRock
3
BlackRock
New York
$2.6B
4
FGAM
4
Financial Gravity Asset Management
Texas
$2.77M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWG
126
West Wealth Group
California
$13.1M +$6.45M +141,465 +97%
SFS
127
Security Financial Services
Indiana
$13M +$2.51M +55,015 +24%
WP
128
WealthShield Partners
North Carolina
$13M +$3.18M +69,728 +32%
DADC
129
D.A. Davidson & Co
Montana
$12.5M -$3.6M -79,030 -22%
TIA
130
Tiemann Investment Advisors
California
$12.2M +$848K +18,590 +7%
MA
131
Mutual Advisors
Nebraska
$12.2M +$818K +17,941 +7%
MLA
132
My Legacy Advisors
Oregon
$12.1M +$3.84M +84,323 +47%
CWM
133
Centurion Wealth Management
Virginia
$12M +$3.04M +66,746 +34%
AR
134
Apeiron RIA
Texas
$11.8M +$4.22M +92,636 +56%
FPCG
135
Forum Private Client Group
Indiana
$11.7M +$689K +15,112 +6%
SWA
136
Stratos Wealth Advisors
Ohio
$11.6M +$3.63M +79,622 +46%
OC
137
Oarsman Capital
Wisconsin
$11.5M +$1.3M +28,587 +13%
DAS
138
Diversify Advisory Services
Utah
$11.3M +$11.3M +251,248 New
SL
139
Sentinus LLC
Illinois
$11.3M +$11.3M +247,880 New
PA
140
PFG Advisors
Arizona
$11.1M +$185K +4,063 +2%
AFG
141
Atomi Financial Group
New York
$10.9M +$10.9M +239,358 New
FRA
142
FFG Retirement Advisors
Colorado
$10.7M +$3.66M +80,174 +52%
FHA
143
First Horizon Advisors
Tennessee
$10.6M +$4.9M +107,457 +85%
LRIA
144
Leonard Rickey Investment Advisors
Washington
$10.6M +$8.75M +191,864 +465%
SFS
145
Sowell Financial Services
Arkansas
$10.4M +$1.17M +25,703 +13%
OWM
146
Orgel Wealth Management
Wisconsin
$10.3M -$250K -5,484 -2%
TC
147
TownSquare Capital
Utah
$10.3M +$5.47M +120,003 +113%
SSWM
148
Smith Salley Wealth Management
North Carolina
$10.3M -$1.29M -28,252 -11%
LNC
149
Lincoln National Corp
Pennsylvania
$9.92M +$4.04M +88,671 +69%
OWMIAS
150
One Wealth Management Investment & Advisory Services
Florida
$9.84M +$5.1M +111,968 +108%
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