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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TFCP
326
Twin Focus Capital Partners
Massachusetts
$5.53M +$90.9K +724 +2%
MFA
327
Morling Financial Advisors
California
$5.52M – – –
NFG
328
Nations Financial Group
Iowa
$5.52M +$29.4K +234 +0.5%
SSWM
329
Sheets Smith Wealth Management
North Carolina
$5.46M -$46.7K -372 -0.8%
BOH
330
Bank of Hawaii
Hawaii
$5.43M -$540K -4,302 -9%
SPI
331
Sutton Place Investors
New York
$5.39M -$72.1K -574 -1%
FWP
332
FAS Wealth Partners
Kansas
$5.36M +$31.4K +250 +0.6%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$5.36M +$4.09M +32,570 +324%
FPW
334
Flagship Private Wealth
Massachusetts
$5.33M +$159K +1,268 +3%
VCM
335
Vivaldi Capital Management
Illinois
$5.27M -$892K -7,100 -14%
JIC
336
Johnson Investment Counsel
Ohio
$5.25M +$700K +5,576 +15%
RCS
337
Retirement Capital Strategies
California
$5.24M -$223K -1,775 -4%
FCA
338
FinTrust Capital Advisors
South Carolina
$5.15M +$126 +1 +0%
MA
339
MBA Advisors
Pennsylvania
$5.06M -$3.74M -29,733 -42%
Franklin Resources
340
Franklin Resources
California
$5.04M -$71K -555 -1%
CWG
341
Cornerstone Wealth Group
North Carolina
$5.03M +$5.03M +40,050 New
BWM
342
BlackDiamond Wealth Management
New York
$4.96M -$180K -1,368 -4%
IAG
343
Investment Advisory Group
Massachusetts
$4.94M -$754 -6 -0%
SCA
344
Snowden Capital Advisors
New York
$4.93M +$196K +1,562 +4%
AWM
345
Accurate Wealth Management
Florida
$4.87M -$419K -3,298 -8%
CNBT
346
Canandaigua National Bank & Trust
New York
$4.84M +$4.84M +38,491 New
FWM
347
Fonville Wealth Management
Virginia
$4.8M – – –
SS
348
Sunbelt Securities
Texas
$4.71M +$658K +5,239 +16%
CAL
349
Capital Advisors Ltd
Ohio
$4.66M +$2.64K +21 +0.1%
KFGK
350
Keystone Financial Group (Kentucky)
Kentucky
$4.64M +$4.64M +36,943 New
12 13
14
15 16