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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.

New
Increased
Maintained
Reduced
Closed
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 %
TC
151
TownSquare Capital
Utah
$12M +$1.83M +38,916 +18%
MFA
152
Mayflower Financial Advisors
Massachusetts
$12M +$2.82M +59,953 +31%
DADC
153
D.A. Davidson & Co
Montana
$11.4M -$469K -9,955 -4%
LRIA
154
Leonard Rickey Investment Advisors
Washington
$11.3M +$314K +6,657 +3%
SSWM
155
Smith Salley Wealth Management
North Carolina
$11.2M +$460K +9,763 +4%
DAS
156
Diversify Advisory Services
Utah
$11.2M -$1.44M -31,236 -11%
SA
157
Scarborough Advisors
Maryland
$11.1M +$11M +234,222 +27,078%
AA
158
Ancora Advisors
Ohio
$11M +$769K +16,324 +8%
FFN
159
Focus Financial Network
Minnesota
$11M +$2.25M +47,681 +26%
PS
160
Principal Securities
Iowa
$10.9M +$2.12M +44,888 +24%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$10.8M -$4.99M -106,032 -32%
OWM
162
Orgel Wealth Management
Wisconsin
$10.7M -$28.5K -604 -0.3%
CAG
163
Csenge Advisory Group
Florida
$10.5M +$2.17M +46,902 +26%
Comerica Bank
164
Comerica Bank
Texas
$10.4M +$1.29M +27,374 +14%
GRP
165
Global Retirement Partners
California
$10.2M +$2.2M +46,690 +27%
GGS
166
Galvin Gaustad & Stein
Arizona
$10.1M +$789K +16,744 +8%
LA
167
LVW Advisors
New York
$10M +$2.42M +51,267 +32%
KW
168
KWB Wealth
California
$9.88M +$815K +18,016 +9%
CWS
169
Cypress Wealth Services
California
$9.85M +$1.05M +22,370 +12%
TPWM
170
Twelve Points Wealth Management
Massachusetts
$9.67M +$953K +20,228 +11%
EL
171
EWA LLC
Pennsylvania
$9.47M +$2.76M +60,637 +41%
RFP
172
RCS Financial Planning
Maryland
$9.41M +$959K +20,346 +11%
MWM
173
Mosley Wealth Management
California
$9.33M +$2.15M +46,654 +30%
SFS
174
Sowell Financial Services
Arkansas
$9.3M -$750K -15,913 -7%
LPAM
175
Lodestar Private Asset Management
California
$9.21M +$455K +9,663 +5%
5 6
7
8 9