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iShares Core Total USD Bond Market ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.13B 134,372,133 +34,031,404 +34%
BlackRock
2
BlackRock
New York
$2.6B 57,005,061 -3,439,030 -6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.26B 49,500,569 +1,635,629 +3%
Wells Fargo
4
Wells Fargo
California
$1.83B 40,060,823 +3,897,118 +11%
LPL Financial
5
LPL Financial
California
$1.46B 31,992,838 +8,957,929 +39%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$972M 21,326,028 +966,473 +5%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$912M 20,004,086 +3,632,500 +22%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$895M 19,623,354 +5,381,121 +38%
Morgan Stanley
9
Morgan Stanley
New York
$879M 19,288,368 -9,826,264 -34%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$763M 16,729,638 +4,875,937 +41%
PAS
11
Park Avenue Securities
New York
$496M 10,871,783 +3,035,201 +39%
Ameriprise
12
Ameriprise
Minnesota
$420M 9,237,818 +1,562,407 +20%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$395M 8,653,706 +4,890,264 +130%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$369M 8,083,304 +2,160,414 +36%
MML Investors Services
15
MML Investors Services
Massachusetts
$318M 6,980,501 +1,842,503 +36%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$299M 6,562,617 +1,870,541 +40%
Mariner
17
Mariner
Kansas
$296M 6,495,597 +1,864,197 +40%
UCFA
18
United Capital Financial Advisors
Texas
$246M 5,404,371 +1,097,430 +25%
OIA
19
OneDigital Investment Advisors
Kansas
$244M 5,361,032 +1,639,119 +44%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$228M 5,004,726 +137,502 +3%
SWM
21
SigFig Wealth Management
California
$163M 3,577,912 +221,461 +7%
GM
22
GeoWealth Management
Illinois
$157M 3,435,565 +3,423,263 +27,827%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$149M 3,269,405 +731,651 +29%
Bank of America
24
Bank of America
North Carolina
$133M 2,913,770 +411,599 +16%
PO
25
Private Ocean
California
$126M 2,757,401 +297,225 +12%