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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.

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
1
Jones Financial Companies
Missouri
$2.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.34B
3
UCFA
3
United Capital Financial Advisors
Texas
$198M
4
BlackRock
4
BlackRock
New York
$2.78B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$74.8M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.62B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$423M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$754M
5
UBS Group
5
UBS Group
Switzerland
$79.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.62B 100,340,729 -6,214,090 -6%
BlackRock
2
BlackRock
New York
$2.78B 60,444,091 +3,417,551 +6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.21B 47,864,940 +23,039,032 +93%
Wells Fargo
4
Wells Fargo
California
$1.67B 36,163,705 -385,151 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.34B 29,114,632 +15,511,281 +114%
LPL Financial
6
LPL Financial
California
$1.06B 23,034,909 -823,256 -3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$938M 20,359,555 +782,717 +4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$754M 16,371,586 -4,115,757 -20%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$656M 14,242,233 -407,356 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$546M 11,853,701 -790,290 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$423M 9,184,007 -5,377,926 -37%
PAS
12
Park Avenue Securities
New York
$361M 7,836,582 -1,043,838 -12%
Ameriprise
13
Ameriprise
Minnesota
$353M 7,675,411 -914,038 -11%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$273M 5,922,890 -452,326 -7%
MML Investors Services
15
MML Investors Services
Massachusetts
$237M 5,137,998 -447,914 -8%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$224M 4,867,224 +427,932 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$216M 4,692,076 -70,013 -1%
Mariner
18
Mariner
Kansas
$213M 4,631,400 +908,249 +24%
UCFA
19
United Capital Financial Advisors
Texas
$198M 4,306,941 +4,290,439 +26,000%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$173M 3,763,442 -25,089 -0.7%
OIA
21
OneDigital Investment Advisors
Kansas
$171M 3,721,913 +267,003 +8%
SWM
22
SigFig Wealth Management
California
$155M 3,356,451 +26,557 +0.8%
AF
23
Allworth Financial
California
$118M 2,553,791 -19,685 -0.8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$117M 2,537,754 +122,621 +5%
Bank of America
25
Bank of America
North Carolina
$115M 2,502,171 -271,034 -10%
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