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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
18.41%
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 %
PFM
476
Peak Financial Management
Massachusetts
$2.15M +$10.2K +81 +0.5%
RJT
477
Raymond James Trust
Florida
$2.15M +$108K +861 +5%
AWA
478
Alta Wealth Advisors
Massachusetts
$2.15M +$210K +1,670 +11%
CTWM
479
Cherry Tree Wealth Management
Minnesota
$2.15M -$23K -183 -1%
Financial Engines Advisors
480
Financial Engines Advisors
California
$2.14M +$132K +1,048 +7%
GWM
481
GSB Wealth Management
Connecticut
$2.12M -$41.6K -331 -2%
GA
482
Geller Advisors
New York
$2.11M +$1.13K +9 +0.1%
HC
483
Hamilton Capital
Ohio
$2.1M – – –
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$2.1M +$50.4K +401 +2%
SHGA
485
Sand Hill Global Advisors
California
$2.09M -$61.2K -487 -3%
CPA
486
Cardiff Park Advisors
California
$2.09M +$19.3K +154 +0.9%
BF
487
Brooklyn FI
New York
$2.09M +$893K +7,105 +75%
AFG
488
Atomi Financial Group
New York
$2.08M +$594K +4,731 +40%
S
489
SignatureFD
Georgia
$2.07M +$377K +3,002 +22%
SC
490
Sinecera Capital
Texas
$2.06M – – –
TP
491
Tranquility Partners
Tennessee
$2.03M -$29.6K -236 -1%
DWP
492
Destiny Wealth Partners
Florida
$2.02M – – –
NW
493
NewEdge Wealth
Pennsylvania
$2.01M +$215K +1,714 +12%
KeyBank National Association
494
KeyBank National Association
Ohio
$2.01M +$32.5K +259 +2%
HPM
495
Hoxton Planning & Management
West Virginia
$2.01M +$247K +1,966 +14%
AWM
496
AE Wealth Management
Kansas
$1.99M -$67.6K -538 -3%
LFA
497
Lauterbach Financial Advisors
Texas
$1.99M +$122K +971 +7%
OCM
498
Objective Capital Management
Ohio
$1.98M +$1.98M +15,764 New
BW
499
BIP Wealth
Georgia
$1.98M -$9.3K -74 -0.5%
AF
500
Apollon Financial
South Carolina
$1.96M +$4.65K +37 +0.2%
18 19
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