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iShares Core S&P Total US Stock Market ETF

1,418 hedge funds and large institutions have $57B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 464 increasing their positions, 482 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
+145
Holders Change %
+11.39%
% of All Funds
18.88%
Holding in Top 10
159
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.3%
% of All Funds
2.12%
New
219
Increased
464
Reduced
482
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
376
Wealth Management Associates
New Jersey
$4.57M +$67.8K +527 +2%
MHC
377
May Hill Capital
Massachusetts
$4.56M +$4.56M +35,443 New
KFGK
378
Keystone Financial Group (Kentucky)
Kentucky
$4.54M -$207K -1,613 -4%
AFO
379
Allie Family Office
Florida
$4.52M
SIA
380
Soltis Investment Advisors
Utah
$4.51M +$4.24K +33 +0.1%
WWM
381
Western Wealth Management
Colorado
$4.49M -$36.4K -283 -0.8%
RCM
382
Riggs Capital Management
Utah
$4.45M +$4.45M +34,585 New
CWM
383
Congress Wealth Management
Massachusetts
$4.4M +$3.18M +24,728 +261%
LC
384
LCNB Corp
Ohio
$4.33M -$129K -1,000 -3%
IC
385
IEQ Capital
California
$4.31M +$404K +3,138 +10%
SWP
386
Sagespring Wealth Partners
Tennessee
$4.28M +$4.28M +33,288 New
USWIA
387
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.27M
Lazard Asset Management
388
Lazard Asset Management
New York
$4.23M
IAA
389
Independent Advisor Alliance
North Carolina
$4.21M +$4.21M +32,724 New
AAP
390
Arax Advisory Partners
Colorado
$4.19M +$56.7K +441 +1%
FFS
391
Fortress Financial Solutions
Arizona
$4.18M +$4.18M +32,485 New
KAM
392
Kraft Asset Management
Tennessee
$4.17M +$130 +1 +0%
DPI
393
Diversified Portfolios Inc
Michigan
$4.16M +$569K +4,424 +16%
LW
394
Libra Wealth
California
$4.16M -$362K -2,816 -8%
GEA
395
Glen Eagle Advisors
New Jersey
$4.15M +$136K +1,055 +3%
AC
396
Apella Capital
Connecticut
$4.15M -$323K -2,512 -7%
AWM
397
Apollon Wealth Management
South Carolina
$4.07M +$1.48M +11,481 +57%
SIC
398
Sigma Investment Counselors
Michigan
$4.04M -$18K -140 -0.4%
RK
399
Rather & Kittrell
Tennessee
$4.04M -$371K -2,886 -8%
Legacy Financial Group (Iowa)
400
Legacy Financial Group (Iowa)
Iowa
$3.99M -$95.4K -742 -2%