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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 %
TC
426
TownSquare Capital
Utah
$2.83M -$45K -358 -2%
AWMG
427
Alliance Wealth Management Group
New Jersey
$2.83M +$194K +1,543 +7%
BRWA
428
B. Riley Wealth Advisors
Florida
$2.82M -$98.9K -790 -3%
SHFA
429
SC&H Financial Advisors
Maryland
$2.81M +$1.26K +10 +0%
KFS
430
Kelly Financial Services
Massachusetts
$2.79M -$24.7K -197 -0.9%
AF
431
Advisornet Financial
Minnesota
$2.76M +$227K +1,805 +9%
OFG
432
Oxford Financial Group
Indiana
$2.73M -$2.14K -17 -0.1%
GF
433
Gries Financial
Ohio
$2.7M -$13.9K -111 -0.5%
FA
434
Fiduciary Alliance
South Carolina
$2.69M +$76.3K +607 +3%
Natixis Advisors
435
Natixis Advisors
Massachusetts
$2.69M +$354K +2,820 +15%
RWM
436
Ritholtz Wealth Management
New York
$2.67M +$201K +1,601 +8%
AWA
437
Aaron Wealth Advisors
Illinois
$2.67M +$556K +4,424 +26%
SFG
438
Snider Financial Group
Washington
$2.66M +$49.7K +396 +2%
AM
439
AGF Management
Ontario, Canada
$2.66M – – –
RLWM
440
RF&L Wealth Management
Massachusetts
$2.66M -$24.5K -195 -0.9%
PFM
441
Phillips Financial Management
Indiana
$2.62M +$124K +990 +5%
SWP
442
ShoreHaven Wealth Partners
New Jersey
$2.62M +$653K +5,195 +33%
IWM
443
IHT Wealth Management
Illinois
$2.62M +$104K +827 +4%
AWM
444
Able Wealth Management
New Jersey
$2.62M -$4.77K -38 -0.2%
EWA
445
EP Wealth Advisors
California
$2.62M +$340K +2,710 +15%
MWM
446
Maltin Wealth Management
New Jersey
$2.6M -$9.17K -73 -0.4%
NB
447
Northwest Bancshares
Pennsylvania
$2.6M -$10.3K -82 -0.4%
FAIM
448
Financial Advocates Investment Management
Washington
$2.58M +$257K +1,519 +11%
TA
449
TKG Advisors
Indiana
$2.57M +$126 +1 +0%
CCWM
450
Correct Capital Wealth Management
Missouri
$2.57M +$971K +7,732 +61%
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