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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.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+51
Holders Change %
+7.74%
% of All Funds
9.45%
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
BlackRock
New York
$3.09B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.74B
3
LPL Financial
LPL Financial
California
$2.02B
4
Wells Fargo
Wells Fargo
California
$1.92B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$819M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$853M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$969M
5
PAS
Park Avenue Securities
New York
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
126
Firestone Capital Management
Florida
$16.4M -$1.14M -25,306 -7%
WWG
127
West Wealth Group
California
$16.2M +$607K +13,439 +4%
5W
128
5T Wealth
California
$16M +$16M +354,141 New
KW
129
KWB Wealth
California
$15.6M +$5.33M +113,195 +52%
MA
130
Mutual Advisors
Nebraska
$15.5M +$3.06M +67,807 +25%
OWM
131
Opes Wealth Management
California
$15.3M +$251K +5,557 +2%
BRWA
132
B. Riley Wealth Advisors
Florida
$14.9M -$21.1M -467,476 -59%
SWA
133
Stratos Wealth Advisors
Ohio
$14.5M -$675K -14,936 -4%
PAG
134
Private Advisor Group
New Jersey
$14.2M +$1.7M +37,620 +14%
SF
135
SWP Financial
California
$14.1M +$5.47M +121,095 +63%
TVAMP
136
Tennessee Valley Asset Management Partners
Tennessee
$14.1M -$468K -10,354 -3%
WP
137
WealthShield Partners
North Carolina
$14.1M -$722K -15,975 -5%
LWM
138
Liberty Wealth Management
California
$13.9M -$833K -18,542 -6%
FRA
139
FFG Retirement Advisors
Colorado
$13.9M +$1.89M +41,860 +16%
Comerica Bank
140
Comerica Bank
Texas
$13.6M +$3.65M +80,856 +37%
AR
141
Apeiron RIA
Texas
$13.5M -$2.92M -64,493 -18%
FPCG
142
Forum Private Client Group
Indiana
$13.1M +$599K +13,247 +5%
ONST
143
Old North State Trust
North Carolina
$12.9M +$12M +264,503 +1,279%
SL
144
Sentinus LLC
Illinois
$12.8M +$12.3M +272,139 +2,467%
WA
145
Waverly Advisors
Alabama
$12.8M +$12.5M +275,533 +3,758%
CA
146
Claro Advisors
Massachusetts
$12.7M -$2.48M -54,840 -16%
PA
147
PFG Advisors
Arizona
$12.6M +$181K +4,012 +1%
GRP
148
Global Retirement Partners
California
$12.5M +$2.69M +59,618 +28%
TWM
149
TSA Wealth Management
Texas
$12M -$87.4K -1,933 -0.7%
DADC
150
D.A. Davidson & Co
Montana
$11.9M +$993K +21,980 +9%
4 5
6
7 8