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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 %
GPWA
451
Great Point Wealth Advisors
Massachusetts
$2.55M -$29.1K -232 -1%
IAS
452
Insigneo Advisory Services
Florida
$2.54M +$2.64K +21 +0.1%
AWM
453
Apollon Wealth Management
South Carolina
$2.54M -$326K -2,597 -11%
FNBTCON
454
First National Bank & Trust Co of Newtown
Pennsylvania
$2.5M -$102K -815 -4%
QCIG
455
Quad-Cities Investment Group
Iowa
$2.49M -$5.03K -40 -0.2%
TWA
456
Talisman Wealth Advisors
New Jersey
$2.49M -$116K -927 -4%
MA
457
Mutual Advisors
Nebraska
$2.45M +$64.3K +507 +3%
VCM
458
Virtue Capital Management
Tennessee
$2.4M -$544K -4,333 -18%
CFP
459
Cascade Financial Partners
California
$2.4M -$41.2K -323 -2%
MFA
460
Mayflower Financial Advisors
Massachusetts
$2.38M +$60.5K +482 +3%
ZIC
461
ZWJ Investment Counsel
Georgia
$2.33M +$20.1K +160 +0.9%
M&T Bank
462
M&T Bank
New York
$2.32M – – –
SFG
463
Sage Financial Group
Pennsylvania
$2.3M +$126 +1 +0%
EW
464
Evoke Wealth
California
$2.29M +$2.29M +18,191 New
CIA
465
Concurrent Investment Advisors
Florida
$2.28M +$173K +1,378 +8%
GP
466
Greenline Partners
New York
$2.27M -$249K -1,983 -10%
PP
467
Prosperity Planning
Missouri
$2.25M -$191K -1,523 -8%
TWG
468
The Wealth Group
Minnesota
$2.22M -$47.5K -378 -2%
SPWM
469
Schrum Private Wealth Management
Florida
$2.2M +$642K +5,110 +41%
SFG
470
Sowa Financial Group
Rhode Island
$2.2M -$113K -897 -5%
CA
471
Claro Advisors
Massachusetts
$2.2M +$141K +1,124 +7%
ABC
472
Associated Banc-Corp
Wisconsin
$2.2M -$170K -1,356 -7%
AI
473
Accredited Investors
Minnesota
$2.19M +$915K +7,280 +72%
VFA
474
Valeo Financial Advisors
Indiana
$2.19M +$61.9K +493 +3%
AIC
475
Archer Investment Corporation
Indiana
$2.17M +$9.42K +75 +0.4%
17 18
19
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