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

114 hedge funds and large institutions have $467M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
114
Holders Change
+30
Holders Change %
+35.71%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
36
Increased
52
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$27.6M
2
AIM
2
Astor Investment Management
Illinois
$54.8M
3
Bessemer Group
3
Bessemer Group
New Jersey
$21M
4
BTS
4
BB&T Securities
Virginia
$34.3M
5
SPC
5
Sigma Planning Corp
Michigan
$13.8M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$1.97M
2
FWP
2
FAS Wealth Partners
Kansas
$17.8M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
CWM
4
Concert Wealth Management
California
$307K
5
EA
5
Efficient Advisors
Ohio
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
26
Placemark Investments
Illinois
$3.47M 36,888 +16,460 +81%
EA
27
Efficient Advisors
Ohio
$3.45M 36,727 -3,487 -9%
JPTCCM
28
J.P. Turner & Co Capital Management
Georgia
$3.37M 35,914 +35,914 New
FI
29
FormulaFolio Investments
Michigan
$3.27M 34,864 +34,864 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$2.64M 28,141 +20,683 +277%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.44M 26,013 -912 -3%
PJSIMP
32
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.42M 25,800 +817 +3%
MFS
33
MSI Financial Services
Massachusetts
$2.34M 24,891 +22,571 +973%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$2.25M 23,986 +265 +1%
AAM
35
Autus Asset Management
Arizona
$2.16M 22,961 -331 -1%
AFS
36
Aft Forsyth & Sober
Florida
$2.08M 22,100 +22,100 New
ASN
37
Advisory Services Network
Georgia
$1.97M 21,371 -8,739 -29%
CS
38
Credit Suisse
Switzerland
$1.87M 19,869 +19,869 New
WA
39
WBH Advisory
Maryland
$1.76M 18,709 +291 +2%
FFA
40
First Foundation Advisors
California
$1.64M 17,458 +3,511 +25%
AI
41
Atria Investments
North Carolina
$1.62M 17,291 +14,129 +447%
AF
42
Allworth Financial
California
$1.61M 17,153 +10,362 +153%
Citadel Advisors
43
Citadel Advisors
Florida
$1.59M 16,936 +16,936 New
ABC
44
Associated Banc-Corp
Wisconsin
$1.58M 16,832 +4,824 +40%
Ameriprise
45
Ameriprise
Minnesota
$1.57M 16,713 +3,680 +28%
BJL
46
Brighton Jones LLC
Washington
$1.43M 15,245 +1,122 +8%
AEPG
47
American Economic Planning Group
New Jersey
$1.33M 14,130 +14,130 New
BP
48
Ballentine Partners
Massachusetts
$1.31M 13,900 – –
IH
49
IFC Holdings
Florida
$1.28M 13,464 +13,464 New
JIC
50
Johnson Investment Counsel
Ohio
$1.22M 13,010 +3,275 +34%
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