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

1,220 hedge funds and large institutions have $32.5B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 449 increasing their positions, 437 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+47
Holders Change %
+4.01%
% of All Funds
17.69%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.32%
New
117
Increased
449
Reduced
437
Closed
52
Calls
$60.3M
Puts
$3.98M
Net Calls
+$56.3M
Net Calls Change
+$37.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.01B
2
LPL Financial
2
LPL Financial
California
$516M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$368M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$268M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$72.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$266M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$23.5M
4
Charles Schwab
4
Charles Schwab
California
$901M
5
WCP
5
Wick Capital Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
401
PFG Advisors
Arizona
$3.05M -$37.8K -328 -1%
CMS
402
Capital Market Strategies
Florida
$3.04M -$23.3K -202 -0.8%
RA
403
RFG Advisory
Alabama
$3.03M -$70.2K -609 -2%
Citigroup
404
Citigroup
New York
$3M +$947K +8,217 +46%
JIC
405
Joel Isaacson & Co
New York
$2.99M +$32.7K +284 +1%
WAP
406
Wealthcare Advisory Partners
Pennsylvania
$2.97M +$6.8K +59 +0.2%
SIC
407
Sigma Investment Counselors
Michigan
$2.97M +$187K +1,619 +7%
TSWM
408
Tyler-Stone Wealth Management
Ohio
$2.93M +$51.2K +444 +2%
SMA
409
Sage Mountain Advisors
Georgia
$2.92M +$1.27K +11 +0%
CIA
410
Choate Investment Advisors
Massachusetts
$2.91M +$2.91M +25,243 New
AWM
411
Apollon Wealth Management
South Carolina
$2.89M -$3.35M -29,089 -54%
MYIA
412
Mount Yale Investment Advisors
Colorado
$2.88M +$346 +3 +0%
AWM
413
Able Wealth Management
New Jersey
$2.86M +$340K +2,946 +13%
JFG
414
Jefferies Financial Group
New York
$2.84M +$346 +3 +0%
BPWM
415
Badgley Phelps Wealth Managers
Washington
$2.83M -$16.6K -144 -0.6%
SMWM
416
Silvia McColl Wealth Management
California
$2.81M – – –
DPI
417
Diversified Portfolios Inc
Michigan
$2.79M +$113K +978 +4%
MGIA
418
Moneta Group Investment Advisors
Missouri
$2.76M +$393K +3,412 +17%
AFG
419
Atomi Financial Group
New York
$2.74M +$2.28M +19,797 +495%
RSWM
420
Robertson Stephens Wealth Management
California
$2.73M -$1.2M -10,428 -31%
CFG
421
Carr Financial Group
Massachusetts
$2.72M -$224K -1,940 -8%
CFO
422
Callan Family Office
Pennsylvania
$2.72M +$447K +3,881 +20%
PAS
423
Park Avenue Securities
New York
$2.7M +$1.54M +13,367 +133%
SI
424
Stephens Inc
Arkansas
$2.69M – – –
BFG
425
Bleakley Financial Group
New Jersey
$2.68M +$10.4K +90 +0.4%
15 16
17
18 19