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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.34B
3
UCFA
3
United Capital Financial Advisors
Texas
$198M
4
BlackRock
4
BlackRock
New York
$2.78B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$74.8M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
5
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Stratos Wealth Advisors
Ohio
$8.01M -$1.2M -26,091 -13%
AR
152
Apeiron RIA
Texas
$7.68M -$429K -9,322 -5%
LPAM
153
Lodestar Private Asset Management
California
$7.4M +$1.74M +37,708 +31%
SP
154
Stonebrook Private
Michigan
$7.35M +$7.35M +159,477 New
CWS
155
Cypress Wealth Services
California
$7.17M -$3.36M -72,929 -32%
FRA
156
FFG Retirement Advisors
Colorado
$7.1M -$989K -21,478 -12%
FFN
157
Focus Financial Network
Minnesota
$6.99M +$1.2M +25,975 +21%
MWM
158
Mosley Wealth Management
California
$6.99M +$6.99M +151,666 New
GFA
159
Gallagher Fiduciary Advisors
Illinois
$6.93M +$215K +4,663 +3%
WWA
160
WCG Wealth Advisors
Nevada
$6.91M -$5.67M -123,058 -45%
SF
161
Summit Financial
New Jersey
$6.91M +$1.19M +25,745 +21%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$6.91M +$613K +13,301 +10%
TSWM
163
Triangle Securities Wealth Management
North Carolina
$6.86M +$1.17M +25,372 +21%
KV
164
Kickstand Ventures
New York
$6.85M -$9.19M -199,404 -57%
TPA
165
Trivium Point Advisory
Connecticut
$6.85M +$806K +17,487 +13%
LA
166
LVW Advisors
New York
$6.82M -$67.3K -1,460 -1%
WWG
167
West Wealth Group
California
$6.75M -$84.4K -1,832 -1%
CAG
168
Csenge Advisory Group
Florida
$6.72M -$590K -12,800 -8%
RFP
169
RCS Financial Planning
Maryland
$6.62M +$1.44M +31,163 +28%
AWM
170
Apollon Wealth Management
South Carolina
$6.42M +$1.06M +22,963 +20%
SL
171
SWMG LLC
Texas
$6.19M -$1.37M -29,630 -18%
CC
172
Copperleaf Capital
North Carolina
$6.07M -$278K -6,043 -4%
CG
173
CFO4Life Group
Texas
$6.03M +$1.14M +24,845 +23%
ASN
174
Advisory Services Network
Georgia
$5.98M -$1.2M -26,147 -17%
CWI
175
Conscious Wealth Investments
Florida
$5.95M +$5.95M +130,397 New
5 6
7
8 9