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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 %
CPBTD
126
Central Pacific Bank - Trust Division
Hawaii
$16.2M +$1.55M +32,877 +11%
CA
127
Claro Advisors
Massachusetts
$15.8M +$5.22M +110,810 +49%
SWA
128
Stratos Wealth Advisors
Ohio
$15.8M +$3.47M +73,570 +28%
OWM
129
Opes Wealth Management
California
$15.7M +$212K +4,489 +1%
LWM
130
Liberty Wealth Management
California
$15.5M -$14.7M -312,020 -49%
WP
131
WealthShield Partners
North Carolina
$15.4M +$1.96M +41,565 +15%
TVAMP
132
Tennessee Valley Asset Management Partners
Tennessee
$15.2M +$561K +11,896 +4%
FHA
133
First Horizon Advisors
Tennessee
$15.1M +$3.72M +78,870 +33%
KV
134
Kickstand Ventures
New York
$13.9M +$2.08M +44,155 +18%
MFG
135
Merit Financial Group
Georgia
$13.7M -$5.46M -115,777 -28%
AFG
136
Atomi Financial Group
New York
$13.4M -$2.84M -60,280 -18%
PAG
137
Private Advisor Group
New Jersey
$13.1M +$5.35M +113,608 +69%
FPCG
138
Forum Private Client Group
Indiana
$13M +$606K +12,851 +5%
CWM
139
Centurion Wealth Management
Virginia
$13M +$13M +275,715 New
PA
140
PFG Advisors
Arizona
$12.9M +$915K +19,417 +8%
9WM
141
9258 Wealth Management
Ohio
$12.8M -$602K -12,768 -4%
VCP
142
Verus Capital Partners
Arizona
$12.8M +$3.32M +70,561 +35%
MA
143
Mutual Advisors
Nebraska
$12.7M -$1.63M -35,355 -11%
TWM
144
TSA Wealth Management
Texas
$12.6M -$102K -2,175 -0.8%
FFWA
145
Forthright Family Wealth Advisory
Texas
$12.5M +$6.26M +135,249 +100%
FRA
146
FFG Retirement Advisors
Colorado
$12.5M +$1.11M +23,658 +10%
WIA
147
World Investment Advisors
California
$12.4M +$7.21M +153,116 +139%
MLA
148
My Legacy Advisors
Oregon
$12.4M -$1.78M -37,680 -13%
TIA
149
Tiemann Investment Advisors
California
$12.4M -$470K -9,969 -4%
SFS
150
Security Financial Services
Indiana
$12.4M +$326K +6,925 +3%
4 5
6
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