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

672 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 246 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-18
Holders Change %
-2.61%
% of All Funds
14.84%
Holding in Top 10
99
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.33%
% of All Funds
2.19%
New
89
Increased
246
Reduced
264
Closed
95
Calls
$60.3M
Puts
$992K
Net Calls
+$59.3M
Net Calls Change
+$57.5M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$696M
2
Wells Fargo
2
Wells Fargo
California
$1.83B
3
BlackRock
3
BlackRock
New York
$1.73B
4
ST
4
Sentinel Trust
Texas
$99.3M
5
NB
5
Norinchukin Bank
Japan
$90.5M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$358M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$499M
3
PAS
3
Park Avenue Securities
New York
$0
4
AI
4
Atria Investments
North Carolina
$0
5
VIP
5
Viewpoint Investment Partners
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
526
Regions Financial Corp
Alabama
$255K -$100K -1,752 -28%
VAS
527
Vestmark Advisory Solutions
Massachusetts
$254K +$254K +4,447 New
NC
528
NovaPoint Capital
Georgia
$253K – – –
SCA
529
Spearhead Capital Advisors
Florida
$249K +$249K +4,347 New
FCA
530
FLC Capital Advisors
California
$249K +$249K +4,471 New
CCM
531
Carlson Capital Management
Minnesota
$247K +$247K +3,939 New
BAC
532
Boys Arnold & Co
North Carolina
$245K +$245K +4,253 New
FA
533
FDx Advisors
Illinois
$243K +$78.2K +1,364 +47%
WCM
534
WealthBridge Capital Management
Ohio
$239K -$313K -5,475 -57%
CFG
535
Cooper Financial Group
California
$236K +$45.5K +794 +24%
AWM
536
Affinity Wealth Management
Delaware
$236K +$236K +834 New
WC
537
Waterloo Capital
Texas
$235K +$235K +4,110 New
AIC
538
Ameritas Investment Company
Nebraska
$231K -$30.2K -527 -12%
CDIA
539
Capital Directions Investment Advisors
Georgia
$228K -$136K -2,375 -37%
SFSIG
540
San Francisco Sentry Investment Group
California
$226K -$5.15K -90 -2%
PO
541
Private Ocean
California
$226K -$57 -1 -0%
LNB
542
Ledyard National Bank
$226K +$40.5K +706 +22%
CIC
543
Carnegie Investment Counsel
Ohio
$223K – – –
EP
544
Eudaimonia Partners
Tennessee
$222K -$34.2K -596 -13%
VWA
545
Visionary Wealth Advisors
Illinois
$222K +$222K +3,896 New
MWM
546
Modera Wealth Management
New Jersey
$220K +$220K +3,846 New
MWM
547
McNaughton Wealth Management
California
$219K -$581K -10,159 -73%
SFG
548
Summit Financial Group
West Virginia
$219K – – –
PJSIMP
549
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K -$9.08K -159 -4%
RWM
550
Reston Wealth Management
Virginia
$216K -$151K -2,643 -41%
20 21
22
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