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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 %
DL
176
DOHJ LLC
Washington
$9.09M +$3.25M +69,109 +56%
SF
177
SWP Financial
California
$9.03M -$1.67M -35,501 -16%
RWRC
178
R.W. Roge & Company
New York
$8.88M -$706K -14,981 -7%
ASN
179
Advisory Services Network
Georgia
$8.87M – – –
SCA
180
Snowden Capital Advisors
New York
$8.82M +$848K +17,990 +11%
TSWM
181
Triangle Securities Wealth Management
North Carolina
$8.7M +$147K +3,124 +2%
SF
182
Summit Financial
New Jersey
$8.67M -$402K -8,522 -4%
TWM
183
Tradition Wealth Management
Minnesota
$8.45M +$1.3M +27,498 +18%
TPWA
184
Twin Peaks Wealth Advisors
California
$8.2M +$2.22M +47,138 +37%
TWG
185
The Wealth Group
Minnesota
$8.12M -$13.1M -278,208 -62%
AWM
186
Apollon Wealth Management
South Carolina
$8M +$1.72M +36,550 +27%
CC
187
Copperleaf Capital
North Carolina
$7.98M +$80.3K +1,704 +1%
TPA
188
Trivium Point Advisory
Connecticut
$7.43M +$91.8K +2,015 +1%
QFA
189
Quattro Financial Advisors
Texas
$7.4M -$55.4K -1,198 -0.7%
PW
190
Peninsula Wealth
California
$7.35M +$585K +12,566 +9%
TFGT
191
TS Financial Group (TSFG)
Illinois
$7.31M +$229K +4,868 +3%
HC
192
Hoese & Co
Minnesota
$7.26M -$234K -4,960 -3%
SWM
193
Spire Wealth Management
Virginia
$7.21M +$414K +8,787 +6%
MYIA
194
Mount Yale Investment Advisors
Colorado
$7.1M +$801K +17,003 +13%
CG
195
CFO4Life Group
Texas
$7.06M +$343K +7,284 +5%
TPWA
196
TRUE Private Wealth Advisors
Oregon
$7.05M +$630K +13,371 +10%
VNA
197
Valley National Advisers
Pennsylvania
$7.05M -$6.47M -137,347 -48%
SWP
198
Summit Wealth Partners
Florida
$6.87M +$1.23M +26,024 +22%
MW
199
Maia Wealth
Colorado
$6.81M +$2.24M +48,651 +49%
C1AG
200
Client 1st Advisory Group
Florida
$6.75M +$623K +13,229 +10%
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