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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$5.01B
2
LPL Financial
LPL Financial
California
$516M
3
BSW
Buckingham Strategic Wealth
Missouri
$368M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$268M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$72.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.23B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$266M
3
Empower Advisory Group
Empower Advisory Group
Colorado
$23.5M
4
Charles Schwab
Charles Schwab
California
$901M
5
WCP
Wick Capital Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
526
Lauterbach Financial Advisors
Texas
$1.66M +$195K +1,689 +13%
CA
527
Centerpoint Advisors
Massachusetts
$1.66M +$112K +976 +7%
EWM
528
EPG Wealth Management
Georgia
$1.65M -$14K -121 -0.8%
AAS
529
Ameritas Advisory Services
Nebraska
$1.65M +$1.05M +9,325 +174%
WCFA
530
Walkner Condon Financial Advisors
Wisconsin
$1.65M -$12.7K -110 -0.8%
PTB
531
Pioneer Trust Bank
Oregon
$1.64M -$205K -1,780 -11%
WFAG
532
Wescott Financial Advisory Group
Pennsylvania
$1.62M -$169K -1,468 -9%
TPA
533
Trivium Point Advisory
Connecticut
$1.62M +$8.42K +73 +0.5%
EBWM
534
Eagle Bluffs Wealth Management
Missouri
$1.62M +$28K +243 +2%
FAM
535
Family Asset Management
South Carolina
$1.61M -$53.5K -464 -3%
LNC
536
Lincoln National Corp
Pennsylvania
$1.6M -$641K -5,561 -29%
NW
537
NewEdge Wealth
Pennsylvania
$1.59M -$179K -1,612 -10%
IWA
538
Icon Wealth Advisors
Texas
$1.59M – – –
HPM
539
Hoxton Planning & Management
West Virginia
$1.57M -$14.9K -129 -0.9%
AWM
540
Adams Wealth Management
Utah
$1.56M -$682K -5,919 -30%
WWM
541
WJ Wealth Management
Arizona
$1.55M -$23.8K -206 -2%
LFAS
542
Level Four Advisory Services
Texas
$1.55M – – –
AWM
543
Abound Wealth Management
Tennessee
$1.54M +$11K +95 +0.7%
FFP
544
FourThought Financial Partners
Florida
$1.53M -$27K -234 -2%
SC
545
Stephenson & Company
California
$1.52M – – –
AWM
546
Axxcess Wealth Management
California
$1.52M +$107K +926 +8%
SXL
547
Summit X LLC
Missouri
$1.51M +$14.4K +125 +1%
ZIM
548
Zacks Investment Management
Illinois
$1.5M -$4.61K -40 -0.3%
S
549
SignatureFD
Georgia
$1.49M +$27.7K +240 +2%
CA
550
Clearstead Advisors
Ohio
$1.49M -$222K -1,935 -13%
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