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iShares Core Total USD Bond Market ETF
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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 %
CAG
176
Csenge Advisory Group
Florida
$9.73M -$526K -11,629 -5%
MFA
177
Mayflower Financial Advisors
Massachusetts
$9.7M -$1.77M -39,111 -15%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$9.59M +$4.7M +103,966 +96%
WIA
179
World Investment Advisors
California
$9.54M -$2.37M -52,360 -20%
KG
180
Kilter Group
New York
$9M +$9M +199,007 New
MWM
181
Mosley Wealth Management
California
$8.94M -$268K -5,904 -3%
IAA
182
Independent Advisor Alliance
North Carolina
$8.6M +$8.6M +190,249 New
TSWM
183
Triangle Securities Wealth Management
North Carolina
$8.58M +$231K +5,112 +3%
VW
184
Veridan Wealth
Oregon
$8.48M +$8.48M +187,176 New
FFN
185
Focus Financial Network
Minnesota
$8.47M -$2.04M -45,138 -19%
ASN
186
Advisory Services Network
Georgia
$8.43M -$434K -9,600 -5%
AWM
187
Apollon Wealth Management
South Carolina
$8.37M +$692K +15,308 +9%
CWS
188
Cypress Wealth Services
California
$8.35M -$1.1M -24,309 -12%
RWRC
189
R.W. Roge & Company
New York
$8.35M -$167K -3,698 -2%
SWP
190
Summit Wealth Partners
Florida
$8.31M +$1.72M +37,954 +26%
BWMG
191
Barnes Wealth Management Group
California
$8.11M +$8.11M +179,333 New
VCP
192
Verus Capital Partners
Arizona
$8.03M -$4.22M -93,327 -34%
CC
193
Copperleaf Capital
North Carolina
$7.97M +$312K +6,895 +4%
C1AG
194
Client 1st Advisory Group
Florida
$7.84M +$1.37M +30,234 +21%
TPA
195
Trivium Point Advisory
Connecticut
$7.84M +$471K +10,419 +6%
SCA
196
Snowden Capital Advisors
New York
$7.76M -$702K -15,533 -8%
CWM
197
Centurion Wealth Management
Virginia
$7.73M -$4.73M -104,716 -38%
Cerity Partners
198
Cerity Partners
New York
$7.65M +$7.28M +161,130 +1,976%
RCS
199
Retirement Capital Strategies
California
$7.61M -$8.75M -193,650 -54%
EPW
200
Endeavor Private Wealth
Kansas
$7.53M +$7.53M +166,669 New
6 7
8
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