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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
+$644M
2
Wells Fargo
Wells Fargo
California
+$495M
3
BlackRock
BlackRock
New York
+$177M
4
ST
Sentinel Trust
Texas
+$99.3M
5
NB
Norinchukin Bank
Japan
+$90.5M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$328M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
3
PAS
Park Avenue Securities
New York
-$80.6M
4
AI
Atria Investments
North Carolina
-$44.2M
5
VIP
Viewpoint Investment Partners
Alberta, Canada
-$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
401
Voya Financial Advisors
Connecticut
$630K -$33.2K -572 -5%
OIA
402
OneDigital Investment Advisors
Kansas
$627K -$41.2K -720 -6%
CPC
403
Consolidated Planning Corp
Georgia
$626K +$626K +10,941 New
PFM
404
Peak Financial Management
Massachusetts
$608K +$3.78K +66 +0.6%
AP
405
Arlington Partners
Alabama
$604K – – –
GEA
406
Glen Eagle Advisors
New Jersey
$595K +$145K +2,527 +32%
MCM
407
MAI Capital Management
Ohio
$594K +$88.7K +1,551 +18%
CA
408
Claro Advisors
Massachusetts
$593K +$78.1K +1,365 +15%
KL
409
KWMG LLC
Kansas
$591K +$591K +10,334 New
CSIC
410
Clifford Swan Investment Counsel
California
$590K – – –
SF
411
Synovus Financial
Georgia
$589K +$255K +4,470 +76%
GLA
412
Good Life Advisors
Pennsylvania
$574K -$175K -3,076 -23%
SCM
413
Smith Capital Management
Arkansas
$570K +$18.2K +319 +3%
QPWM
414
Quadrant Private Wealth Management
Pennsylvania
$566K +$150K +2,627 +36%
EFS
415
Essex Financial Services
Connecticut
$562K +$292K +5,107 +108%
WCM
416
Windsor Capital Management
Arizona
$548K -$15K -262 -3%
COF
417
Capital One Financial
Virginia
$547K +$547K +9,566 New
LA
418
LexAurum Advisors
Kansas
$546K +$546K +9,539 New
VBFP
419
Valtinson Bruner Financial Planning
Minnesota
$544K -$32.8K -520 -6%
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$543K +$33.4K +583 +7%
PCWA
421
Pacific Capital Wealth Advisors
California
$539K +$2.35K +41 +0.4%
AIA
422
Avalon Investment & Advisory
Texas
$533K +$149K +2,600 +39%
AWM
423
Avior Wealth Management
Nebraska
$532K -$71.9K -1,259 -12%
FCI
424
Financial Counselors Inc
Kansas
$529K -$87.5K -1,530 -14%
Brown Advisory
425
Brown Advisory
Maryland
$521K -$18.1K -317 -3%
15 16
17
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