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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 %
Invesco
201
Invesco
Georgia
$7.53M +$7.53M +166,484 New
QC
202
Quadrature Capital
United Kingdom
$7.29M +$7.29M +161,197 New
QFA
203
Quattro Financial Advisors
Texas
$7.24M -$11.8K -260 -0.2%
TFGT
204
TS Financial Group (TSFG)
Illinois
$7.21M +$201K +4,438 +3%
RW
205
Regimen Wealth
Georgia
$7.21M +$1.06M +23,538 +17%
TPWA
206
Twin Peaks Wealth Advisors
California
$7.21M -$661K -14,622 -8%
PW
207
Peninsula Wealth
California
$7.19M +$50.3K +1,112 +0.7%
CNBOF
208
City National Bank of Florida
Florida
$7.06M +$7.06M +156,147 New
SPAS
209
Spectrum Planning & Advisory Services
California
$6.98M +$1.14M +25,240 +20%
RFP
210
RCS Financial Planning
Maryland
$6.98M -$2.04M -45,193 -23%
TWM
211
Tradition Wealth Management
Minnesota
$6.94M -$1.17M -25,987 -14%
HC
212
Hoese & Co
Minnesota
$6.89M -$75.7K -1,675 -1%
FAIM
213
Financial Advocates Investment Management
Washington
$6.7M +$4.86M +107,609 +265%
SW
214
Simplicity Wealth
New Jersey
$6.66M -$14.1M -312,127 -68%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$6.57M +$996K +22,036 +18%
SWM
216
Spire Wealth Management
Virginia
$6.56M -$360K -7,975 -5%
RFM
217
Royal Fund Management
Florida
$6.27M +$308K +6,803 +5%
VNA
218
Valley National Advisers
Pennsylvania
$6.24M -$528K -11,682 -8%
Goldman Sachs
219
Goldman Sachs
New York
$6.15M +$635K +14,058 +12%
Jane Street
220
Jane Street
New York
$6.07M -$9.51M -210,358 -61%
PA
221
PFW Advisors
Georgia
$6.05M +$6.05M +133,920 New
BWA
222
BCU Wealth Advisors
Illinois
$6.03M -$27.7K -612 -0.5%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$6.01M +$4.54M +100,527 +310%
HI
224
Harbour Investments
Wisconsin
$5.98M -$219K -4,856 -4%
MA
225
MBA Advisors
Pennsylvania
$5.97M -$207K -4,570 -3%
7 8
9
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