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

672 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 246 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-18
Holders Change %
-2.61%
% of All Funds
14.84%
Holding in Top 10
99
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.33%
% of All Funds
2.19%
New
89
Increased
246
Reduced
264
Closed
95
Calls
$60.3M
Puts
$992K
Net Calls
+$59.3M
Net Calls Change
+$57.5M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$696M
2
Wells Fargo
Wells Fargo
California
$1.83B
3
BlackRock
BlackRock
New York
$1.73B
4
ST
Sentinel Trust
Texas
$99.3M
5
NB
Norinchukin Bank
Japan
$90.5M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$358M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$499M
3
PAS
Park Avenue Securities
New York
$0
4
AI
Atria Investments
North Carolina
$0
5
VIP
Viewpoint Investment Partners
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
376
Meridian Wealth Partners
Pennsylvania
$788K +$788K +13,769 New
FCFC
377
First Commonwealth Financial Corp
Pennsylvania
$784K – – –
WA
378
Waverly Advisors
Alabama
$761K +$761K +13,298 New
Franklin Resources
379
Franklin Resources
California
$752K +$129K +2,248 +21%
EA
380
Efficient Advisors
Ohio
$751K -$66.7K -1,166 -8%
TPA
381
Trivium Point Advisory
Connecticut
$743K +$52.8K +870 +8%
PD
382
Planning Directions
Pennsylvania
$742K +$398K +6,955 +116%
WS
383
Wedbush Securities
California
$739K -$92.3K -1,613 -11%
MCM
384
Maxim Capital Management
California
$738K +$1.03K +18 +0.1%
ACI
385
Alpha Cubed Investments
California
$735K -$278K -4,860 -27%
PP
386
Palladium Partners
Virginia
$724K +$44.8K +782 +7%
APA
387
American Portfolios Advisors
New York
$719K -$42.7K -747 -6%
EW
388
Evoke Wealth
California
$712K +$712K +12,450 New
LFG
389
LifePlan Financial Group
Ohio
$710K -$248K -4,330 -26%
RJT
390
Raymond James Trust
Florida
$707K -$291K -5,088 -29%
CI
391
Cordant Inc
Oregon
$687K +$22.1K +387 +3%
CIA
392
Compass Ion Advisors
Pennsylvania
$685K – – –
PG
393
Proffitt & Goodson
Tennessee
$660K +$36.2K +633 +6%
VCP
394
Vista Capital Partners
Oregon
$654K – – –
LWP
395
Legacy Wealth Planning
Nevada
$644K -$1.07M -18,720 -62%
MSA
396
Marino Stram & Associates
Massachusetts
$644K +$12.2K +213 +2%
SAA
397
Southeast Asset Advisors
Georgia
$639K – – –
TP
398
Tranquility Partners
Tennessee
$639K +$94.1K +1,646 +17%
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
$638K -$38.9K -680 -6%
PWP
400
Personal Wealth Partners
Minnesota
$633K -$48K -839 -7%
14 15
16
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