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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 %
C1AG
201
Client 1st Advisory Group
Florida
$5.88M +$338K +7,465 +6%
AWA
202
Adapt Wealth Advisors
Georgia
$5.85M -$2.54M -56,199 -30%
CWI
203
Conscious Wealth Investments
Florida
$5.85M -$99.6K -2,183 -2%
MA
204
MBA Advisors
Pennsylvania
$5.79M +$303K +6,702 +6%
TPWA
205
Twin Peaks Wealth Advisors
California
$5.74M +$558K +12,343 +11%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$5.69M +$168K +3,712 +3%
DL
207
DOHJ LLC
Washington
$5.62M -$333K -7,375 -6%
SWP
208
Summit Wealth Partners
Florida
$5.42M +$2.04M +45,123 +60%
WIM
209
Westside Investment Management
California
$5.37M +$80.2K +1,773 +2%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$5.27M -$151K -3,345 -3%
MWM
211
Maripau Wealth Management
Indiana
$5.24M -$94.1K -2,080 -2%
MI
212
Moneywise Inc
Virginia
$5.2M +$1.65M +36,521 +46%
RSWM
213
Robertson Stephens Wealth Management
California
$5.19M +$458K +10,126 +10%
AWM
214
Alterna Wealth Management
Texas
$5.15M +$1.51M +33,284 +41%
WFAG
215
Worth Financial Advisory Group
North Carolina
$5.14M +$301K +6,659 +6%
RFM
216
Royal Fund Management
Florida
$5.11M +$208K +4,584 +4%
VWM
217
Venturi Wealth Management
Texas
$5.05M -$557K -12,313 -10%
WIA
218
World Investment Advisors
California
$4.99M +$4.4M +97,326 +745%
GWP
219
Gateway Wealth Partners
Wisconsin
$4.91M +$229K +5,069 +5%
VC
220
Vicus Capital
Pennsylvania
$4.89M +$4.89M +108,162 New
BWA
221
BCU Wealth Advisors
Illinois
$4.84M +$289K +6,395 +6%
TF
222
Theory Financial
Colorado
$4.77M +$2.11M +46,635 +79%
E3F
223
Eight 31 Financial
Texas
$4.75M +$3.19M +70,596 +205%
AF
224
Advisornet Financial
Minnesota
$4.6M -$123K -2,712 -3%
IA
225
IFP Advisors
Florida
$4.57M +$262K +5,792 +6%
7 8
9
10 11