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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$198M 1,716,556 -106,336 -6%
PCIA
27
Prime Capital Investment Advisors
Kansas
$196M 1,701,660 +414,874 +32%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$194M 1,685,556 -43,305 -3%
RCG
29
Rock Creek Group
District of Columbia
$186M 1,610,202 +75,210 +5%
TCM
30
TD Capital Management
Tennessee
$182M 1,580,235 -90,562 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$181M 1,571,315 -51,048 -3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$161M 1,397,425 +406,955 +41%
UBS Group
33
UBS Group
Switzerland
$152M 1,316,276 +6,007 +0.5%
PP
34
Pegasus Partners
Wisconsin
$151M 1,312,139 +40,907 +3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$143M 1,237,093 +51,420 +4%
EK
36
Evensky & Katz
Florida
$139M 1,202,131 +55,418 +5%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$134M 1,159,688 -206,599 -15%
CCA
38
Cobblestone Capital Advisors
New York
$129M 1,116,937 +39,583 +4%
Mariner
39
Mariner
Kansas
$126M 1,091,579 +43,833 +4%
EPM
40
Elm Partners Management
Pennsylvania
$124M 1,079,047 +50,102 +5%
HighTower Advisors
41
HighTower Advisors
Illinois
$123M 1,067,985 -74,358 -7%
DCM
42
Disciplina Capital Management
Tennessee
$116M 1,006,897 -7,774 -0.8%
MFIM
43
Mesirow Financial Investment Management
Illinois
$112M 974,682 +55,391 +6%
KFAA
44
Klaas Financial Asset Advisors
Illinois
$110M 957,947 -11,449 -1%
OBWP
45
O'Brien Wealth Partners
Massachusetts
$109M 942,915 -29,954 -3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$106M 919,698 +55,893 +6%
KWM
47
Kingsview Wealth Management
Oregon
$103M 890,946 +97,816 +12%
TLFA
48
True Link Financial Advisors
California
$98.1M 850,891 +9,921 +1%
LWM
49
LJI Wealth Management
Indiana
$97.5M 845,510 +16,550 +2%
GA
50
Goldstein Advisors
Wisconsin
$95.8M 830,443 +10,762 +1%
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