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

1,233 hedge funds and large institutions have $34.3B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 444 increasing their positions, 430 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,233
Holders Change
+13
Holders Change %
+1.07%
% of All Funds
17.93%
Holding in Top 10
151
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.63%
% of All Funds
2.2%
New
108
Increased
444
Reduced
430
Closed
75
Calls
$11.4M
Puts
$653K
Net Calls
+$10.7M
Net Calls Change
-$45.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$629M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$215M
3
WCP
Wick Capital Partners
Pennsylvania
+$99.5M
4
Stifel Financial
Stifel Financial
Missouri
+$74.6M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$59M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
-$66.8M
2
Wells Fargo
Wells Fargo
California
-$65.7M
3
Charles Schwab
Charles Schwab
California
-$63.3M
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$54.1M
5
PA
Parallel Advisors
California
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
476
Sand Hill Global Advisors
California
$2.04M +$2.04M +17,159 New
TSS
477
Two Sigma Securities
New York
$2.04M +$2.04M +17,158 New
NPF
478
Norris Perne & French
Michigan
$2.03M +$1.53M +12,908 +306%
PFM
479
Peak Financial Management
Massachusetts
$2.03M +$5.23K +44 +0.3%
VFA
480
Valeo Financial Advisors
Indiana
$2.01M -$831 -7 -0%
HC
481
Hamilton Capital
Ohio
$2M – – –
CIA
482
Concurrent Investment Advisors
Florida
$2M +$892K +7,509 +81%
AWA
483
Aaron Wealth Advisors
Illinois
$1.99M -$217K -1,824 -10%
GA
484
Geller Advisors
New York
$1.99M +$16.3K +137 +0.8%
CPA
485
Cardiff Park Advisors
California
$1.96M +$4.87K +41 +0.2%
TP
486
Tranquility Partners
Tennessee
$1.95M +$35K +295 +2%
AWM
487
AE Wealth Management
Kansas
$1.95M -$320K -2,695 -14%
EGM
488
Engineers Gate Manager
New York
$1.95M +$1.95M +16,392 New
CA
489
Claro Advisors
Massachusetts
$1.95M +$140K +1,178 +8%
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$1.94M -$306K -2,579 -14%
ESB
491
Essex Savings Bank
Connecticut
$1.94M +$833K +7,015 +76%
RJT
492
Raymond James Trust
Florida
$1.93M +$70.4K +593 +4%
Millennium Management
493
Millennium Management
New York
$1.91M +$891K +7,500 +87%
DWP
494
Destiny Wealth Partners
Florida
$1.91M – – –
Financial Engines Advisors
495
Financial Engines Advisors
California
$1.9M +$131K +1,102 +7%
BW
496
BIP Wealth
Georgia
$1.88M -$313K -2,631 -14%
WE
497
Wealth Effects
Massachusetts
$1.87M -$16.4K -138 -0.9%
KeyBank National Association
498
KeyBank National Association
Ohio
$1.87M – – –
DWP
499
Daymark Wealth Partners
Ohio
$1.87M +$1.1M +9,292 +144%
SWP
500
ShoreHaven Wealth Partners
New Jersey
$1.86M -$356 -3 -0%
18 19
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