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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

659 hedge funds and large institutions have $33.3B invested in iShares Core Total USD Bond Market ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 387 increasing their positions, 146 reducing their positions, and 43 closing their positions.

Holders
659
Holders Change
+17
Holders Change %
+2.65%
% of All Funds
9.53%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.68%
New
72
Increased
387
Reduced
146
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.49B
2
LPL Financial
2
LPL Financial
California
$1.85B
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$1.12B
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1B
5
WANY
5
Wealthspire Advisors (New York)
New York
$202M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
DWM
2
Dynasty Wealth Management
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$34.3M
4
LWM
4
Liberty Wealth Management
California
$15.5M
5
TWG
5
The Wealth Group
Minnesota
$8.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.49B 159,010,384 +27,707,237 +21%
BlackRock
2
BlackRock
New York
$2.9B 61,574,258 +1,705,786 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.55B 53,939,303 +1,957,440 +4%
Wells Fargo
4
Wells Fargo
California
$1.89B 40,035,274 -94,591 -0.2%
LPL Financial
5
LPL Financial
California
$1.85B 39,330,716 +6,632,679 +20%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$1.12B 23,768,114 +4,078,995 +21%
Morgan Stanley
7
Morgan Stanley
New York
$1.02B 21,616,018 +2,524,294 +13%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$1B 21,325,421 +3,483,112 +20%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$976M 20,716,912 +2,651,218 +15%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$965M 20,487,324 +868,897 +4%
PAS
11
Park Avenue Securities
New York
$589M 12,498,157 +1,890,434 +18%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$508M 10,772,307 +1,808,549 +20%
Ameriprise
13
Ameriprise
Minnesota
$481M 10,211,396 +535,524 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$456M 9,687,022 +1,484,171 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$409M 8,684,080 +1,557,659 +22%
OIA
16
OneDigital Investment Advisors
Kansas
$402M 8,539,338 +1,383,615 +19%
MML Investors Services
17
MML Investors Services
Massachusetts
$398M 8,454,621 +1,535,400 +22%
Mariner
18
Mariner
Kansas
$389M 8,251,727 +899,014 +12%
UCFA
19
United Capital Financial Advisors
Texas
$276M 5,847,580 +589,342 +11%
KIM
20
Kestra Investment Management
Texas
$218M 4,620,587 +1,773,270 +62%
WANY
21
Wealthspire Advisors (New York)
New York
$202M 4,283,811 +3,344,326 +356%
GM
22
GeoWealth Management
Illinois
$187M 3,972,256 +386,766 +11%
SWM
23
SigFig Wealth Management
California
$186M 3,936,457 +224,005 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$185M 3,931,374 +498,423 +15%
Bank of America
25
Bank of America
North Carolina
$159M 3,374,362 +523,570 +18%
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