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

1,233 hedge funds and large institutions have $34.3B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 444 increasing their positions, 430 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,233
Holders Change
+13
Holders Change %
+1.07%
% of All Funds
17.93%
Holding in Top 10
151
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.63%
% of All Funds
2.2%
New
108
Increased
444
Reduced
430
Closed
75
Calls
$11.4M
Puts
$653K
Net Calls
+$10.7M
Net Calls Change
-$45.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$629M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$215M
3
WCP
Wick Capital Partners
Pennsylvania
+$99.5M
4
Stifel Financial
Stifel Financial
Missouri
+$74.6M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$59M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
-$66.8M
2
Wells Fargo
Wells Fargo
California
-$65.7M
3
Charles Schwab
Charles Schwab
California
-$63.3M
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$54.1M
5
PA
Parallel Advisors
California
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
401
Savant Capital
Illinois
$3.06M +$380K +3,196 +14%
CIA
402
Choate Investment Advisors
Massachusetts
$3.05M +$55.8K +470 +2%
TSWM
403
Tyler-Stone Wealth Management
Ohio
$3.02M +$1.66K +14 +0.1%
SMA
404
Sage Mountain Advisors
Georgia
$3.02M +$3.09K +26 +0.1%
DPI
405
Diversified Portfolios Inc
Michigan
$2.98M +$106K +895 +4%
CPC
406
Consolidated Planning Corp
Georgia
$2.96M -$389K -3,279 -12%
SMWM
407
Silvia McColl Wealth Management
California
$2.95M – – –
MGIA
408
Moneta Group Investment Advisors
Missouri
$2.93M +$90.3K +760 +3%
JFG
409
Jefferies Financial Group
New York
$2.92M +$475 +4 +0%
CFO
410
Callan Family Office
Pennsylvania
$2.92M +$122K +1,025 +4%
RA
411
RFG Advisory
Alabama
$2.91M -$214K -1,800 -7%
BPWM
412
Badgley Phelps Wealth Managers
Washington
$2.91M -$5.23K -44 -0.2%
MYIA
413
Mount Yale Investment Advisors
Colorado
$2.88M -$85.4K -719 -3%
SIC
414
Samalin Investment Counsel
New York
$2.87M +$235K +1,975 +9%
CFG
415
Carr Financial Group
Massachusetts
$2.86M +$52.6K +443 +2%
VCM
416
Virtue Capital Management
Tennessee
$2.86M +$155K +1,270 +6%
C
417
Certuity
Florida
$2.85M -$419K -3,526 -13%
QPWM
418
Quadrant Private Wealth Management
Pennsylvania
$2.8M -$1.47M -12,364 -34%
SI
419
Stephens Inc
Arkansas
$2.79M +$22K +185 +0.8%
Brown Advisory
420
Brown Advisory
Maryland
$2.79M +$143K +1,200 +5%
BRWA
421
B. Riley Wealth Advisors
Florida
$2.77M -$53.1K -447 -2%
AL
422
Aspiriant LLC
California
$2.77M +$28.7K +242 +1%
RFG
423
RFP Financial Group
Georgia
$2.76M +$153K +1,290 +6%
TC
424
TownSquare Capital
Utah
$2.72M +$975K +8,211 +56%
AWM
425
Apollon Wealth Management
South Carolina
$2.71M -$272K -2,294 -9%
15 16
17
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