IUSB icon

iShares Core Total USD Bond Market ETF
IUSB

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 %
TIA
151
Tiemann Investment Advisors
California
$11.9M +$29.3K +649 +0.2%
FA
152
Fedenia Advisers
Wisconsin
$11.7M +$11.7M +258,366 New
EF
153
Elite Financial
Idaho
$11.7M +$11.7M +258,017 New
AA
154
Ancora Advisors
Ohio
$11.6M +$1.06M +23,521 +10%
LGW
155
Leslie Global Wealth
Illinois
$11.5M +$11.5M +254,393 New
CF
156
Collier Financial
Colorado
$11.4M +$11.4M +252,069 New
SFS
157
Security Financial Services
Indiana
$11.4M -$493K -10,908 -4%
MLA
158
My Legacy Advisors
Oregon
$11.1M -$717K -15,889 -6%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$11.1M +$277K +6,124 +3%
SSWM
160
Smith Salley Wealth Management
North Carolina
$11.1M +$273K +6,037 +3%
FHA
161
First Horizon Advisors
Tennessee
$11M -$3.51M -77,744 -24%
KV
162
Kickstand Ventures
New York
$10.9M -$2.45M -54,252 -18%
LPAM
163
Lodestar Private Asset Management
California
$10.9M +$2.04M +45,045 +23%
SF
164
Summit Financial
New Jersey
$10.8M +$2.51M +55,633 +30%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$10.6M +$254K +5,617 +2%
SA
166
Scarborough Advisors
Maryland
$10.6M -$57.4K -1,270 -0.5%
Financial Engines Advisors
167
Financial Engines Advisors
California
$10.5M +$7.62M +168,526 +264%
DAS
168
Diversify Advisory Services
Utah
$10.4M -$435K -9,724 -4%
TC
169
TownSquare Capital
Utah
$10.2M -$1.26M -27,893 -11%
OWM
170
Orgel Wealth Management
Wisconsin
$10.1M -$213K -4,711 -2%
GGS
171
Galvin Gaustad & Stein
Arizona
$10.1M +$386K +8,546 +4%
LA
172
LVW Advisors
New York
$9.92M +$287K +6,358 +3%
DL
173
DOHJ LLC
Washington
$9.78M +$1.05M +23,124 +12%
OWCM
174
One Wealth Capital Management
Arizona
$9.77M +$9.77M +216,196 New
EL
175
EWA LLC
Pennsylvania
$9.76M +$362K +8,012 +4%
5 6
7
8 9