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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

642 hedge funds and large institutions have $28.2B invested in iShares Core Total USD Bond Market ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 280 increasing their positions, 235 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+13
Holders Change %
+2.07%
% of All Funds
9.34%
Holding in Top 10
109
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.81%
% of All Funds
1.59%
New
77
Increased
280
Reduced
235
Closed
54
Calls
$36K
Puts
$41K
Net Calls
-$5K
Net Calls Change
+$209K

Top Buyers

1
BlackRock
BlackRock
New York
$2.71B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.35B
3
MAV
Mason & Associates (Virginia)
Virginia
$108M
4
OIA
OneDigital Investment Advisors
Kansas
$324M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$817M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$64.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.94B
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$807M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$887M
5
CW
CreativeOne Wealth
Kansas
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
176
RCS Financial Planning
Maryland
$8.11M +$2.49M +54,982 +44%
GRP
177
Global Retirement Partners
California
$7.69M +$1.58M +34,974 +26%
SCA
178
Snowden Capital Advisors
New York
$7.65M +$432K +9,556 +6%
CC
179
Copperleaf Capital
North Carolina
$7.58M +$437K +9,662 +6%
PAG
180
Private Advisor Group
New Jersey
$7.41M -$1.59M -35,061 -18%
LA
181
LVW Advisors
New York
$7.32M +$73K +1,614 +1%
QFA
182
Quattro Financial Advisors
Texas
$7.29M +$166K +3,671 +2%
TPA
183
Trivium Point Advisory
Connecticut
$7.28M +$443K +9,801 +6%
HC
184
Hoese & Co
Minnesota
$7.15M +$1.86M +41,237 +35%
MWM
185
Mosley Wealth Management
California
$7.05M -$476K -10,521 -6%
SPAS
186
Spectrum Planning & Advisory Services
California
$7.05M +$7.05M +155,242 New
TWM
187
Tradition Wealth Management
Minnesota
$6.87M +$40.3K +892 +0.6%
TFGT
188
TS Financial Group (TSFG)
Illinois
$6.8M +$1.08M +23,863 +19%
EL
189
EWA LLC
Pennsylvania
$6.72M -$867K -18,992 -11%
PW
190
Peninsula Wealth
California
$6.66M +$1.79M +39,028 +37%
SWM
191
Spire Wealth Management
Virginia
$6.52M -$11.9M -262,545 -65%
CG
192
CFO4Life Group
Texas
$6.44M +$352K +7,774 +6%
TPWA
193
TRUE Private Wealth Advisors
Oregon
$6.16M -$264K -5,849 -4%
FAIM
194
Financial Advocates Investment Management
Washington
$6.14M +$3.73M +82,397 +154%
FFWA
195
Forthright Family Wealth Advisory
Texas
$6.11M +$843K +18,647 +16%
RW
196
Regimen Wealth
Georgia
$6.09M +$1.88M +41,655 +45%
MYIA
197
Mount Yale Investment Advisors
Colorado
$6.05M -$172K -3,797 -3%
AWM
198
Apollon Wealth Management
South Carolina
$6.03M -$919K -20,321 -13%
PA
199
PFW Advisors
Georgia
$5.98M -$189K -4,185 -3%
SL
200
SWMG LLC
Texas
$5.91M -$30.3K -669 -0.5%
6 7
8
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