IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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 %
Goldman Sachs
151
Goldman Sachs
New York
$9.83M +$5.2M +114,021 +112%
WI
152
Wintrust Investments
Illinois
$9.71M -$764K -16,768 -7%
AA
153
Ancora Advisors
Ohio
$9.44M +$983K +21,553 +12%
RWRC
154
R.W. Roge & Company
New York
$9.41M -$287K -6,299 -3%
KW
155
KWB Wealth
California
$9.29M +$9.29M +203,746 New
CWS
156
Cypress Wealth Services
California
$9.26M +$2.17M +47,549 +31%
CAG
157
Csenge Advisory Group
Florida
$9.19M +$2.54M +55,605 +38%
PAG
158
Private Advisor Group
New Jersey
$9.07M +$359K +7,885 +4%
KV
159
Kickstand Ventures
New York
$9.06M +$2.29M +50,135 +34%
MFA
160
Mayflower Financial Advisors
Massachusetts
$9.01M +$3.58M +78,486 +66%
ASN
161
Advisory Services Network
Georgia
$8.86M +$2.95M +64,676 +50%
Comerica Bank
162
Comerica Bank
Texas
$8.73M -$1.39M -30,419 -14%
GGS
163
Galvin Gaustad & Stein
Arizona
$8.65M +$475K +10,427 +6%
AWA
164
Adapt Wealth Advisors
Georgia
$8.46M +$8.46M +185,653 New
SF
165
Summit Financial
New Jersey
$8.37M +$1.53M +33,526 +22%
FFN
166
Focus Financial Network
Minnesota
$8.3M +$1.56M +35,140 +23%
LPAM
167
Lodestar Private Asset Management
California
$7.61M +$292K +6,403 +4%
MWM
168
Mosley Wealth Management
California
$7.59M +$676K +14,826 +10%
EL
169
EWA LLC
Pennsylvania
$7.46M +$7.46M +166,327 New
TSWM
170
Triangle Securities Wealth Management
North Carolina
$7.36M +$574K +12,585 +8%
LA
171
LVW Advisors
New York
$7.31M +$561K +12,303 +8%
SCA
172
Snowden Capital Advisors
New York
$7.28M +$2.01M +44,193 +38%
CC
173
Copperleaf Capital
North Carolina
$7.2M +$1.2M +26,222 +20%
QFA
174
Quattro Financial Advisors
Texas
$7.18M +$7.18M +157,422 +342,222%
ACM
175
Andina Capital Management
Utah
$7.06M +$2.49M +54,688 +55%
5 6
7
8 9