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

819 hedge funds and large institutions have $21.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 306 increasing their positions, 289 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+16
Holders Change %
+1.99%
% of All Funds
14.42%
Holding in Top 10
124
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.48%
% of All Funds
2.18%
New
80
Increased
306
Reduced
289
Closed
58
Calls
$54.5M
Puts
$224K
Net Calls
+$54.2M
Net Calls Change
-$24.3M

Top Buyers

1
BlackRock
BlackRock
New York
$3.31B
2
Wells Fargo
Wells Fargo
California
$3.55B
3
RCG
Rock Creek Group
District of Columbia
$121M
4
AllianceBernstein
AllianceBernstein
Tennessee
$521M
5
BCI
Brinker Capital Investments
Pennsylvania
$65.8M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$130M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$32.5M
3
Stifel Financial
Stifel Financial
Missouri
$365M
4
FI
FormulaFolio Investments
Michigan
$210K
5
AC
Allstate Corporation
Illinois
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
476
Signature Wealth Management Partners
New Jersey
$639K +$145K +1,579 +29%
EWA
477
EP Wealth Advisors
California
$636K +$257K +2,810 +68%
BA
478
Bellwether Advisors
Nebraska
$632K -$332K -3,628 -34%
HWA
479
HCR Wealth Advisors
California
$629K -$99.9K -1,090 -14%
GIA
480
GHP Investment Advisors
Colorado
$629K +$629K +6,869 New
KL
481
KWMG LLC
Kansas
$626K -$2.57K -28 -0.4%
SXL
482
Summit X LLC
Missouri
$622K +$4.48K +49 +0.7%
CFD
483
Creative Financial Designs
Indiana
$613K +$28.5K +311 +5%
MGIA
484
Matthew Goff Investment Advisor
Texas
$608K -$506K -5,520 -45%
PWP
485
Personal Wealth Partners
Minnesota
$607K -$119K -1,296 -16%
IFWM
486
Institute for Wealth Management
Colorado
$606K +$6.41K +70 +1%
SF
487
Synovus Financial
Georgia
$605K +$1.28K +14 +0.2%
AP
488
Advisor Partners
California
$602K -$3.02K -33 -0.5%
SWA
489
SFMG Wealth Advisors
Texas
$599K +$307K +3,352 +105%
PA
490
PFG Advisors
Arizona
$597K +$2.75K +30 +0.5%
BFC
491
Blue Fin Capital
Rhode Island
$596K +$15.5K +169 +3%
QPWM
492
Quadrant Private Wealth Management
Pennsylvania
$594K +$5.04K +55 +0.9%
SHIM
493
Stone House Investment Management
Pennsylvania
$593K – – –
AO
494
Advisor OS
Illinois
$592K +$592K +6,465 New
BIP
495
Bouvel Investment Partners
Pennsylvania
$586K -$95.4K -1,042 -14%
YU
496
Yale University
Connecticut
$585K – – –
MIG
497
McGuire Investment Group
Rhode Island
$584K +$5.49K +60 +0.9%
BWA
498
Burt Wealth Advisors
Maryland
$582K – – –
MCC
499
Money Concepts Capital
Florida
$576K -$364K -3,971 -39%
VBFP
500
Valtinson Bruner Financial Planning
Minnesota
$572K +$228K +2,375 +66%
18 19
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