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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 %
SW
426
Simplicity Wealth
New Jersey
$2.68M +$2.68M +23,213 New
LI
427
LVZ Inc
Michigan
$2.66M -$251K -2,179 -9%
AL
428
Aspiriant LLC
California
$2.66M – – –
BFA
429
Buttonwood Financial Advisors
Maryland
$2.65M -$35.2K -305 -1%
GS
430
GTS Securities
New York
$2.64M +$2.64M +22,875 New
PFM
431
Phillips Financial Management
Indiana
$2.61M -$92.2K -800 -3%
SHFA
432
SC&H Financial Advisors
Maryland
$2.61M -$105K -910 -4%
SC
433
Savant Capital
Illinois
$2.6M -$8.53K -74 -0.3%
NEWAS
434
N.E.W. Advisory Services
Wisconsin
$2.59M +$226K +1,958 +10%
Brown Advisory
435
Brown Advisory
Maryland
$2.57M – – –
SIC
436
Samalin Investment Counsel
New York
$2.56M -$218K -1,893 -8%
TF
437
Tenon Financial
New Jersey
$2.55M +$2.55M +22,119 New
RFG
438
RFP Financial Group
Georgia
$2.53M +$147K +1,271 +6%
AM
439
AGF Management
Ontario, Canada
$2.53M -$5.77K -50 -0.2%
KFS
440
Kelly Financial Services
Massachusetts
$2.52M -$22.8K -198 -0.9%
SFG
441
Snider Financial Group
Washington
$2.51M +$21.4K +186 +0.9%
VCM
442
Virtue Capital Management
Tennessee
$2.5M +$1.46M +12,974 +141%
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$2.49M +$28.9K +251 +1%
RIA
444
Realta Investment Advisors
Delaware
$2.49M -$45.5K -395 -2%
IWM
445
IHT Wealth Management
Illinois
$2.48M -$280K -2,427 -10%
GF
446
Gries Financial
Ohio
$2.47M -$1.84M -15,996 -43%
NCM
447
Northwest Capital Management
Oregon
$2.46M +$1.27K +11 +0.1%
SFG
448
Sowa Financial Group
Rhode Island
$2.46M – – –
GPWA
449
Great Point Wealth Advisors
Massachusetts
$2.45M -$5.31M -46,032 -68%
AF
450
Advisornet Financial
Minnesota
$2.44M -$3.58M -31,037 -59%
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