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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
Envestnet Asset Management
Illinois
$6.13B
2
LPL Financial
LPL Financial
California
$1.46B
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$895M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$395M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$763M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$879M
2
Osaic Holdings
Osaic Holdings
Arizona
$91.1M
3
BlackRock
BlackRock
New York
$2.6B
4
FGAM
Financial Gravity Asset Management
Texas
$2.77M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
201
Client 1st Advisory Group
Florida
$5.59M +$439K +9,624 +9%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$5.57M +$466K +10,225 +9%
MA
203
MBA Advisors
Pennsylvania
$5.53M +$526K +11,544 +11%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$5.46M -$1.37M -30,090 -20%
MWM
205
Maripau Wealth Management
Indiana
$5.38M +$1.31M +28,715 +32%
CWA
206
Clearview Wealth Advisors
Oregon
$5.36M +$4.04M +88,711 +307%
HC
207
Hoese & Co
Minnesota
$5.34M +$176K +3,884 +3%
WIM
208
Westside Investment Management
California
$5.33M +$44.2K +970 +0.8%
FFWA
209
Forthright Family Wealth Advisory
Texas
$5.3M +$613K +13,440 +13%
TPWA
210
Twin Peaks Wealth Advisors
California
$5.22M +$1.95M +42,710 +59%
BBA
211
Braun-Bostich & Associates
Pennsylvania
$5.17M +$182K +3,999 +4%
PPC
212
Park Place Capital
Alabama
$5.11M +$1.57M +34,332 +44%
RFM
213
Royal Fund Management
Florida
$4.93M +$359K +7,865 +8%
WFAG
214
Worth Financial Advisory Group
North Carolina
$4.88M +$171K +3,745 +4%
PW
215
Peninsula Wealth
California
$4.85M +$799K +17,520 +20%
FWP
216
Firethorn Wealth Partners
Georgia
$4.78M +$1.64M +35,924 +52%
RSWM
217
Robertson Stephens Wealth Management
California
$4.77M +$1.63M +35,794 +52%
AF
218
Advisornet Financial
Minnesota
$4.76M +$1.61M +35,221 +51%
GWP
219
Gateway Wealth Partners
Wisconsin
$4.72M +$1.25M +27,310 +36%
TCA
220
Transcend Capital Advisors
New Jersey
$4.67M +$1.22M +26,719 +35%
LPP
221
Life Planning Partners
Florida
$4.63M -$130K -2,841 -3%
BWA
222
BCU Wealth Advisors
Illinois
$4.59M +$1.43M +31,303 +45%
HI
223
Harbour Investments
Wisconsin
$4.51M +$815K +17,883 +22%
IA
224
IFP Advisors
Florida
$4.35M +$995K +21,831 +30%
CAL
225
Capital Analysts LLC
Pennsylvania
$4.33M +$979K +21,468 +29%
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