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

803 hedge funds and large institutions have $19.2B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 284 increasing their positions, 254 reducing their positions, and 30 closing their positions.

Holders
803
Holders Change
+112
Holders Change %
+16.21%
% of All Funds
14.25%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
2.15%
New
152
Increased
284
Reduced
254
Closed
30
Calls
$79.5M
Puts
$994K
Net Calls
+$78.5M
Net Calls Change
+$10.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.48B
2
Morgan Stanley
2
Morgan Stanley
New York
$527M
3
Macquarie Group
3
Macquarie Group
Australia
$134M
4
MFRM
4
Milliman Financial Risk Management
Illinois
$730M
5
Stifel Financial
5
Stifel Financial
Missouri
$397M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.1M
2
Wells Fargo
2
Wells Fargo
California
$2.89B
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.67B
4
BCI
4
Brinker Capital Investments
Pennsylvania
$4.11M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
551
Fenimore Asset Management
New York
$388K – – –
TF
552
Trek Financial
Arizona
$387K -$84.9K -984 -18%
IAS
553
IMA Advisory Services
Colorado
$387K -$11.6K -135 -3%
HW
554
Hancock Whitney
Mississippi
$384K – – –
GFS
555
GYL Financial Synergies
Connecticut
$382K – – –
AWE
556
Avidian Wealth Enterprises
Texas
$379K -$4.89M -56,779 -93%
PWM
557
Perigon Wealth Management
California
$377K -$22.5K -261 -6%
SCA
558
Spearhead Capital Advisors
Florida
$375K – – –
DWM
559
Doyle Wealth Management
Florida
$375K +$603 +7 +0.2%
OCM
560
Oakwood Capital Management
California
$373K +$373K +4,325 New
Renaissance Technologies
561
Renaissance Technologies
New York
$371K -$388K -4,500 -51%
SW
562
SteelPeak Wealth
California
$369K -$45.9K -532 -11%
LWA
563
Lineweaver Wealth Advisors
Ohio
$368K -$7.84K -91 -2%
CGFA
564
Colton Groome Financial Advisors
North Carolina
$367K -$84.9K -985 -19%
LWP
565
Legacy Wealth Planning
Nevada
$367K -$7.51K -87 -2%
NEGWA
566
New England Guild Wealth Advisors
Connecticut
$363K +$53.4K +619 +17%
DIA
567
Dana Investment Advisors
Wisconsin
$361K +$123K +1,422 +51%
AAMC
568
Asset Allocation & Management Company
Illinois
$357K -$1.54M -17,830 -81%
EWA
569
EP Wealth Advisors
California
$357K +$29.2K +338 +9%
LRIA
570
Leonard Rickey Investment Advisors
Washington
$355K +$1.9K +22 +0.5%
MC
571
Moors & Cabot
Massachusetts
$355K +$52.7K +613 +17%
WCM
572
WealthBridge Capital Management
Ohio
$352K +$517 +6 +0.1%
CIAS
573
Capital Investment Advisory Services
North Carolina
$351K +$134K +1,550 +62%
AC
574
Apella Capital
Connecticut
$347K -$862 -10 -0.2%
GAM
575
Geier Asset Management
Maryland
$345K +$345K +3,888 New
21 22
23
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