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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 %
NCM
526
Northwest Capital Management
Oregon
$1.7M -$837K -7,050 -33%
WFAG
527
Wescott Financial Advisory Group
Pennsylvania
$1.69M +$21.4K +180 +1%
TGAM
528
TBH Global Asset Management
Tennessee
$1.68M -$663K -5,584 -28%
IWA
529
Icon Wealth Advisors
Texas
$1.68M +$8.96K +74 +0.5%
LFAS
530
Level Four Advisory Services
Texas
$1.68M -$73.3K -617 -4%
EBWM
531
Eagle Bluffs Wealth Management
Missouri
$1.67M +$7.13K +60 +0.4%
KPP
532
Kings Path Partners
Texas
$1.67M +$1.67M +14,045 New
HPM
533
Hoxton Planning & Management
West Virginia
$1.67M +$48.2K +406 +3%
TPA
534
Trivium Point Advisory
Connecticut
$1.66M -$7.6K -64 -0.5%
AWM
535
Axxcess Wealth Management
California
$1.65M +$89.6K +754 +6%
FAIM
536
Financial Advocates Investment Management
Washington
$1.63M -$312K -2,627 -16%
BFC
537
Blue Fin Capital
Rhode Island
$1.62M +$200K +1,684 +14%
WWM
538
WJ Wealth Management
Arizona
$1.62M +$19K +160 +1%
WMWM
539
Whitaker-Myers Wealth Managers
Ohio
$1.62M -$110K -929 -6%
PTB
540
Pioneer Trust Bank
Oregon
$1.62M -$71.9K -605 -4%
S
541
SignatureFD
Georgia
$1.6M +$64.4K +542 +4%
WIM
542
Westside Investment Management
California
$1.59M +$107K +903 +7%
TFO
543
Tarbox Family Office
California
$1.59M -$602K -5,070 -27%
SAG
544
SageView Advisory Group
California
$1.58M -$6.78M -57,074 -81%
AWM
545
Abound Wealth Management
Tennessee
$1.58M -$10.1K -85 -0.6%
FFP
546
FourThought Financial Partners
Florida
$1.58M – – –
SC
547
Stephenson & Company
California
$1.57M – – –
MCA
548
Magnolia Capital Advisors
Mississippi
$1.55M +$1.55M +13,074 New
QCM
549
Quantinno Capital Management
New York
$1.52M -$217K -1,825 -13%
Vanguard Group
550
Vanguard Group
Pennsylvania
$1.51M +$376K +3,168 +33%
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