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iShares Core S&P Total US Stock Market ETF

672 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 246 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-18
Holders Change %
-2.61%
% of All Funds
14.84%
Holding in Top 10
99
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.33%
% of All Funds
2.19%
New
89
Increased
246
Reduced
264
Closed
95
Calls
$60.3M
Puts
$992K
Net Calls
+$59.3M
Net Calls Change
+$57.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
451
Dougherty Wealth Advisers
Minnesota
$432K +$63.2K +1,104 +17%
JWM
452
Jackson Wealth Management
Florida
$430K -$18K -272 -4%
T
453
TrueFG
Texas
$429K +$20.4K +356 +5%
FHA
454
Flagship Harbor Advisors
Massachusetts
$428K +$61.5K +1,076 +17%
C
455
Certuity
Florida
$425K -$83.3K -1,456 -16%
AWA
456
ARS Wealth Advisors
Florida
$421K -$84.3K -1,473 -17%
EPWM
457
Essex Private Wealth Management
Massachusetts
$421K -$8.51K -149 -2%
EWA
458
EP Wealth Advisors
California
$420K +$166K +2,906 +66%
CA
459
Clearstead Advisors
Ohio
$415K +$56.7K +991 +16%
AF
460
Advisornet Financial
Minnesota
$415K +$210K +3,681 +103%
IA
461
IFG Advisory
Georgia
$413K +$181K +3,170 +78%
PWM
462
PBMares Wealth Management
Virginia
$412K -$48.3K -845 -10%
HW
463
Hancock Whitney
Mississippi
$400K +$161K +2,808 +67%
BCA
464
Bay Colony Advisors
Massachusetts
$398K -$15.2K -265 -4%
PAS
465
Partnervest Advisory Services
California
$393K +$44.2K +772 +13%
CC
466
Cadinha & Co
Hawaii
$392K -$102K -1,778 -21%
MGIA
467
Matthew Goff Investment Advisor
Texas
$390K
RA
468
Rational Advisors
New York
$384K -$50.6K -886 -12%
PA
469
Paracle Advisors
Washington
$379K +$379K +6,628 New
Citigroup
470
Citigroup
New York
$376K +$138K +2,416 +58%
IAS
471
IMA Advisory Services
Colorado
$374K
SHIM
472
Stone House Investment Management
Pennsylvania
$371K -$2.05M -35,873 -85%
FP
473
Fiduciary Planning
Florida
$371K -$53.7K -937 -13%
YU
474
Yale University
Connecticut
$366K
BWA
475
Burt Wealth Advisors
Maryland
$363K