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

1,273 hedge funds and large institutions have $37B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 486 increasing their positions, 436 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+40
Holders Change %
+3.24%
% of All Funds
18.42%
Holding in Top 10
151
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.18%
New
103
Increased
486
Reduced
436
Closed
47
Calls
$7.22M
Puts
$1.18M
Net Calls
+$6.04M
Net Calls Change
-$4.68M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.92B
2
BlackRock
2
BlackRock
New York
$6.75B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$524M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.05B
5
DCM
5
Disciplina Capital Management
Tennessee
$113M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$239M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
CS
4
Cisco Systems
California
$333M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
401
Merit Financial Group
Georgia
$3.27M -$2.03M -16,155 -38%
NEWAS
402
N.E.W. Advisory Services
Wisconsin
$3.24M +$517K +4,113 +19%
CFO
403
Callan Family Office
Pennsylvania
$3.22M +$134K +1,065 +4%
CIA
404
Choate Investment Advisors
Massachusetts
$3.22M -$12.6K -100 -0.4%
BPWM
405
Badgley Phelps Wealth Managers
Washington
$3.2M +$127K +1,012 +4%
AWM
406
Avior Wealth Management
Nebraska
$3.16M -$956K -7,613 -23%
SMA
407
Sage Mountain Advisors
Georgia
$3.16M -$29.5K -235 -0.9%
PAS
408
Park Avenue Securities
New York
$3.16M -$143K -1,139 -4%
Brown Advisory
409
Brown Advisory
Maryland
$3.14M +$190K +1,514 +6%
CPC
410
Consolidated Planning Corp
Georgia
$3.13M – – –
SMWM
411
Silvia McColl Wealth Management
California
$3.12M – – –
JFG
412
Jefferies Financial Group
New York
$3.09M +$628 +5 +0%
RCM
413
Regency Capital Management
Hawaii
$3.06M +$1.96M +15,582 +177%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$3.05M -$378K -3,006 -11%
SIC
415
Samalin Investment Counsel
New York
$3.02M -$18.1K -144 -0.6%
TIAA Trust, National Association
416
TIAA Trust, National Association
North Carolina
$3M +$218K +1,737 +8%
RFG
417
RFP Financial Group
Georgia
$2.97M +$45.5K +362 +2%
SI
418
Stephens Inc
Arkansas
$2.95M – – –
AL
419
Aspiriant LLC
California
$2.93M – – –
QPWM
420
Quadrant Private Wealth Management
Pennsylvania
$2.91M -$50.6K -403 -2%
MMA
421
Miracle Mile Advisors
California
$2.9M -$726K -5,777 -20%
GA
422
GSG Advisors
New Jersey
$2.9M +$1.09M +8,748 +60%
MGIA
423
Moneta Group Investment Advisors
Missouri
$2.87M -$225K -1,788 -7%
BFA
424
Buttonwood Financial Advisors
Maryland
$2.87M +$19K +151 +0.7%
TF
425
Tenon Financial
New Jersey
$2.83M – – –
15 16
17
18 19