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iShares Core Total USD Bond Market ETF
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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 %
AWM
176
Apollon Wealth Management
South Carolina
$7M +$653K +14,318 +10%
DWM
177
Dynasty Wealth Management
Florida
$6.99M +$6.99M +153,318 New
TPA
178
Trivium Point Advisory
Connecticut
$6.9M +$122K +2,675 +2%
TWM
179
Tradition Wealth Management
Minnesota
$6.89M -$1.39M -30,527 -17%
GFA
180
Gallagher Fiduciary Advisors
Illinois
$6.87M +$13.1K +288 +0.2%
PS
181
Principal Securities
Iowa
$6.85M +$1.34M +29,433 +24%
TPWM
182
Twelve Points Wealth Management
Massachusetts
$6.82M +$1.13M +24,836 +20%
VCP
183
Verus Capital Partners
Arizona
$6.62M +$2.66M +58,283 +67%
TPWA
184
TRUE Private Wealth Advisors
Oregon
$6.48M +$1.42M +31,075 +28%
SAI
185
Savvy Advisors Inc
New York
$6.45M +$3.74M +82,049 +138%
MYIA
186
Mount Yale Investment Advisors
Colorado
$6.27M +$949K +20,820 +18%
PA
187
PFW Advisors
Georgia
$6.22M +$892K +19,562 +17%
GRP
188
Global Retirement Partners
California
$6.16M +$1.87M +41,127 +44%
CG
189
CFO4Life Group
Texas
$6.14M +$177K +3,888 +3%
NCM
190
Northwest Capital Management
Oregon
$6M +$1.18M +25,779 +24%
DL
191
DOHJ LLC
Washington
$6M +$232K +5,083 +4%
CA
192
Claro Advisors
Massachusetts
$5.99M +$5.75M +126,107 +2,345%
SL
193
SWMG LLC
Texas
$5.98M -$143K -3,126 -2%
SP
194
Stonebrook Private
Michigan
$5.95M -$1.32M -28,976 -18%
SAW
195
Signal Advisors Wealth
Michigan
$5.78M +$1.59M +34,869 +38%
CWI
196
Conscious Wealth Investments
Florida
$5.78M -$177 -4 -0%
TFGT
197
TS Financial Group (TSFG)
Illinois
$5.76M +$5.52M +120,992 +2,226%
QWP
198
Quotient Wealth Partners
Texas
$5.75M -$3.9M -85,456 -40%
RFP
199
RCS Financial Planning
Maryland
$5.67M -$882K -19,343 -13%
VWM
200
Venturi Wealth Management
Texas
$5.65M +$1.41M +30,917 +33%
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