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

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.76%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.98%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.54B
2
SW
2
SVB Wealth
Massachusetts
$447M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$295M
4
SEI Investments
4
SEI Investments
Pennsylvania
$647M
5
PAS
5
Park Avenue Securities
New York
$107M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$91.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$37.6M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
HIM
4
Hanlon Investment Management
New Jersey
$20.9M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$833M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
426
Dougherty Wealth Advisers
Minnesota
$400K -$13.6K -203 -3%
W
427
WealthStone
Ohio
$398K +$398K +5,940 New
OC
428
Oppenheimer & Co
New York
$397K -$5.16K -77 -1%
PA
429
Pinnacle Associates
New York
$394K -$28.1K -419 -7%
SF
430
Synovus Financial
Georgia
$392K – – –
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$178K +2,654 +84%
PWMAG
432
Pinnacle Wealth Management Advisory Group
New Jersey
$384K -$28.1K -419 -7%
CGFA
433
Colton Groome Financial Advisors
North Carolina
$379K +$15K +215 +4%
AWA
434
Arete Wealth Advisors
Illinois
$378K +$378K +5,629 New
HIS
435
Harvest Investment Services
Illinois
$376K -$7.14K -108 -2%
MCIA
436
Mountain Capital Investment Advisors
Colorado
$365K -$686K -10,239 -65%
EFS
437
Essex Financial Services
Connecticut
$355K +$355K +5,300 New
SCM
438
SOL Capital Management
Maryland
$350K – – –
TWM
439
Tolleson Wealth Management
Texas
$348K +$348K +5,189 New
GFP
440
Gryphon Financial Partners
Ohio
$344K +$806 +12 +0.2%
CCG
441
Cypress Capital Group
Florida
$340K +$64.1K +955 +23%
PA
442
PFW Advisors
Georgia
$339K +$339K +2,699 New
TSS
443
Two Sigma Securities
New York
$339K +$339K +5,058 New
M
444
MOTCO
Texas
$338K -$4.36K -65 -1%
ACP
445
Arcus Capital Partners
Georgia
$336K – – –
VCM
446
Vivaldi Capital Management
Illinois
$335K -$38.6K -575 -10%
Truist Financial
447
Truist Financial
North Carolina
$335K – – –
MCM
448
Mengis Capital Management
Oregon
$334K +$12.2K +182 +4%
PFS
449
Prospera Financial Services
Texas
$333K -$19.4K -290 -6%
GM
450
GeoWealth Management
Illinois
$330K -$629K -9,364 -66%
16 17
18
19 20