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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,273 hedge funds and large institutions have $37B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 486 increasing their positions, 436 reducing their positions, and 47 closing their positions.

Holders
1,273
Holders Change
+40
Holders Change %
+3.24%
% of All Funds
18.42%
Holding in Top 10
151
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.18%
New
103
Increased
486
Reduced
436
Closed
47
Calls
$7.22M
Puts
$1.18M
Net Calls
+$6.04M
Net Calls Change
-$4.68M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.92B
2
BlackRock
2
BlackRock
New York
$6.75B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$524M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.05B
5
DCM
5
Disciplina Capital Management
Tennessee
$113M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$239M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
CS
4
Cisco Systems
California
$333M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Market Value Shares Shares
Change 		Shares
Change %
KPWG
251
KFA Private Wealth Group
Virginia
$9.04M 71,953 -22,522 -24%
EPP
252
ETF Portfolio Partners
Kansas
$9.02M 71,790 -36,841 -34%
MCA
253
Magnolia Capital Advisors
Mississippi
$8.91M 70,955 +57,881 +443%
AFS
254
Aft Forsyth & Sober
Florida
$8.87M 70,575 -830 -1%
EW
255
Element Wealth
Mississippi
$8.68M 69,083 +1,428 +2%
ISWM
256
Independent Solutions Wealth Management
New York
$8.63M 68,730 -10,286 -13%
RW
257
Rede Wealth
Virginia
$8.53M 67,888 -5,599 -8%
SWMG
258
Sard Wealth Management Group
Georgia
$8.46M 67,309 -755 -1%
MWM
259
MorganRosel Wealth Management
Colorado
$8.42M 67,001 +5,573 +9%
TCWA
260
Turtle Creek Wealth Advisors
Texas
$8.18M 65,149 -334 -0.5%
PIMG
261
Patriot Investment Management Group
Tennessee
$8.13M 64,739 -649 -1%
CTC
262
Central Trust Company
Missouri
$8.13M 64,712 -1,656 -2%
SPC
263
Sigma Planning Corp
Michigan
$8.1M 64,454 -4,317 -6%
SEM
264
Strategic Equity Management
Arizona
$7.95M 63,289 +19,669 +45%
OIA
265
OneDigital Investment Advisors
Kansas
$7.88M 62,710 +14,502 +30%
RBC
266
Roble Belko & Company
Pennsylvania
$7.86M 62,574 +62 +0.1%
NGA
267
Naples Global Advisors
Florida
$7.84M 62,396 +108 +0.2%
MWM
268
Modera Wealth Management
New Jersey
$7.84M 62,374 -194 -0.3%
RIA
269
Regal Investment Advisors
Michigan
$7.83M 62,370 -140,721 -69%
SFA
270
Source Financial Advisors
New York
$7.75M 61,723 +1,096 +2%
RPGK
271
Retirement Planning Group (Kansas)
Kansas
$7.73M 61,573 +401 +0.7%
MA
272
MONECO Advisors
Connecticut
$7.72M 61,493 +4,057 +7%
WDL
273
Well Done LLC
Michigan
$7.59M 60,387 +863 +1%
AWA
274
Amplius Wealth Advisors
Pennsylvania
$7.5M 59,714 -3,169 -5%
GBT
275
Grove Bank & Trust
Florida
$7.47M 59,426 +116 +0.2%
9 10
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