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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 %
IWA
526
Icon Wealth Advisors
Texas
$1.74M +$2.26K +18 +0.1%
MSWM
527
McGlone Suttner Wealth Management
Wisconsin
$1.73M -$478K -3,803 -22%
PFA
528
Pinnacle Family Advisors
Missouri
$1.72M -$112K -890 -6%
KA
529
Klingman & Associates
New York
$1.72M -$444K -3,532 -20%
WMWM
530
Whitaker-Myers Wealth Managers
Ohio
$1.71M +$1.88K +15 +0.1%
JTWM
531
Jackson Thornton Wealth Management
Alabama
$1.71M +$758K +6,037 +80%
WIM
532
Westside Investment Management
California
$1.71M +$20.5K +163 +1%
TGAM
533
TBH Global Asset Management
Tennessee
$1.7M -$75K -597 -4%
WWM
534
WJ Wealth Management
Arizona
$1.69M -$23.6K -188 -1%
EWM
535
EPG Wealth Management
Georgia
$1.67M +$1.67M +13,307 New
FFP
536
FourThought Financial Partners
Florida
$1.67M – – –
FCP
537
Fidelis Capital Partners
Florida
$1.66M -$666K -5,262 -29%
SC
538
Stephenson & Company
California
$1.66M – – –
AWM
539
Abound Wealth Management
Tennessee
$1.65M -$19K -151 -1%
WIA
540
World Investment Advisors
California
$1.63M -$246K -1,961 -13%
LFAS
541
Level Four Advisory Services
Texas
$1.63M -$133K -1,068 -8%
BIP
542
Blueprint Investment Partners
North Carolina
$1.59M -$284K -2,264 -15%
DWP
543
Daymark Wealth Partners
Ohio
$1.59M -$383K -3,051 -19%
BWL
544
Bogart Wealth LLC
Virginia
$1.59M +$157K +1,250 +11%
SXL
545
Summit X LLC
Missouri
$1.58M -$222K -1,866 -12%
OAS
546
Optivise Advisory Services
Tennessee
$1.58M +$17.3K +138 +1%
FAM
547
Family Asset Management
South Carolina
$1.58M -$3.64K -29 -0.2%
DADC
548
D.A. Davidson & Co
Montana
$1.57M -$20.6K -164 -1%
TFO
549
Tarbox Family Office
California
$1.55M -$131K -1,039 -8%
JSW
550
Journey Strategic Wealth
New Jersey
$1.55M +$1.55M +12,304 New
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