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

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
UBS Group
Switzerland
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
176
Lincoln National Corp
Pennsylvania
$5.94M +$1.12M +24,242 +23%
DL
177
DOHJ LLC
Washington
$5.83M +$5.83M +126,498 New
FHA
178
First Horizon Advisors
Tennessee
$5.81M -$384K -8,333 -6%
TPWM
179
Twelve Points Wealth Management
Massachusetts
$5.75M -$202K -4,383 -3%
PS
180
Principal Securities
Iowa
$5.57M +$5.57M +120,804 New
MFA
181
Mayflower Financial Advisors
Massachusetts
$5.49M +$2.2M +47,803 +67%
PAMG
182
Patton Albertson Miller Group
Tennessee
$5.41M +$2.77M +60,204 +105%
PA
183
PFW Advisors
Georgia
$5.38M -$1.15M -24,928 -18%
MYIA
184
Mount Yale Investment Advisors
Colorado
$5.38M +$199K +4,314 +4%
WIM
185
Westside Investment Management
California
$5.34M +$29.9K +650 +0.6%
SCA
186
Snowden Capital Advisors
New York
$5.32M -$729K -15,830 -12%
C1AG
187
Client 1st Advisory Group
Florida
$5.21M -$1.71M -37,107 -25%
Squarepoint
188
Squarepoint
New York
$5.18M -$4.25M -92,340 -45%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$5.16M +$3.75M +81,427 +267%
TPWA
190
TRUE Private Wealth Advisors
Oregon
$5.12M -$777K -16,860 -13%
HC
191
Hoese & Co
Minnesota
$5.09M +$98.3K +2,200 +2%
MA
192
MBA Advisors
Pennsylvania
$5.06M -$21.1K -458 -0.4%
BBA
193
Braun-Bostich & Associates
Pennsylvania
$5.04M +$5.04M +109,355 New
TC
194
TownSquare Capital
Utah
$4.91M -$1.64M -35,532 -25%
PWMG
195
Provence Wealth Management Group
California
$4.88M -$807K -17,514 -14%
NCM
196
Northwest Capital Management
Oregon
$4.88M -$422K -9,152 -8%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$4.85M +$2.06M +44,639 +74%
LPP
198
Life Planning Partners
Florida
$4.81M +$4.81M +104,339 New
OWMIAS
199
One Wealth Management Investment & Advisory Services
Florida
$4.78M +$4.78M +103,780 New
WFAG
200
Worth Financial Advisory Group
North Carolina
$4.76M +$118K +2,566 +3%
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