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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 %
FFWA
201
Forthright Family Wealth Advisory
Texas
$4.74M +$4.74M +102,921 New
Goldman Sachs
202
Goldman Sachs
New York
$4.68M +$4.68M +101,583 New
RFM
203
Royal Fund Management
Florida
$4.62M +$49.3K +1,069 +1%
ACM
204
Andina Capital Management
Utah
$4.61M +$4.61M +100,070 New
AP
205
Agilis Partners
Massachusetts
$4.36M -$324K -7,032 -7%
GRP
206
Global Retirement Partners
California
$4.29M +$1.21M +26,416 +39%
VWM
207
Venturi Wealth Management
Texas
$4.29M -$768K -16,672 -15%
RW
208
Regimen Wealth
Georgia
$4.27M -$424K -9,206 -9%
CCWA
209
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.25M +$3.24M +70,232 +319%
SAW
210
Signal Advisors Wealth
Michigan
$4.24M +$4.24M +91,955 New
WLIM
211
White Lighthouse Investment Management
Massachusetts
$4.18M -$1.9M -41,300 -31%
KWS
212
Keystone Wealth Services
California
$4.12M -$1.4M -30,467 -25%
MWM
213
Maripau Wealth Management
Indiana
$4.11M -$220K -4,773 -5%
PW
214
Peninsula Wealth
California
$4.09M +$3.67M +79,710 +873%
VCP
215
Verus Capital Partners
Arizona
$4M +$2.73M +59,324 +215%
CP
216
Capital Planning
Washington
$3.99M +$63.8K +1,384 +2%
AWM
217
Alterna Wealth Management
Texas
$3.84M -$312K -6,783 -8%
WIA
218
World Investment Advisors
California
$3.76M -$2.94M -63,821 -44%
HI
219
Harbour Investments
Wisconsin
$3.73M -$283K -6,152 -7%
1WM
220
1900 Wealth Management
Texas
$3.61M -$1.59M -34,617 -31%
PPC
221
Park Place Capital
Alabama
$3.58M -$420K -9,116 -11%
SCM
222
Sheridan Capital Management
California
$3.53M +$3.53M +76,560 New
GWP
223
Gateway Wealth Partners
Wisconsin
$3.51M +$67.9K +1,473 +2%
TCA
224
Transcend Capital Advisors
New Jersey
$3.48M -$550K -11,944 -14%
IA
225
IFP Advisors
Florida
$3.39M -$219K -4,744 -6%
7 8
9
10 11