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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 %
FIM
551
Freedom Investment Management
Connecticut
$1.46M +$224K +1,941 +18%
DWM
552
Dopkins Wealth Management
New York
$1.45M +$1.45M +12,611 New
Natixis Advisors
553
Natixis Advisors
Massachusetts
$1.44M -$432K -3,744 -23%
WIM
554
Westside Investment Management
California
$1.44M +$14.6K +127 +1%
PI
555
PFG Investments
New York
$1.44M +$56.6K +491 +4%
CWM
556
Cahaba Wealth Management
Georgia
$1.41M +$15.2K +132 +1%
GFP
557
Gryphon Financial Partners
Ohio
$1.41M -$1.96K -17 -0.1%
SWC
558
Spectrum Wealth Counsel
Indiana
$1.41M -$3.92K -34 -0.3%
MWP
559
Meridian Wealth Partners
Pennsylvania
$1.39M -$49K -425 -3%
BFC
560
Blue Fin Capital
Rhode Island
$1.38M -$3.34K -29 -0.2%
BCA
561
Bay Colony Advisors
Massachusetts
$1.38M +$47.3K +410 +4%
HIC
562
Hartline Investment Corp
Illinois
$1.38M +$1.38M +11,974 New
SIA
563
Schechter Investment Advisors
Michigan
$1.38M +$325K +2,818 +31%
MPCL
564
My Personal CFO LLC
Washington
$1.38M – – –
CW
565
CIC Wealth
Maryland
$1.36M +$37.8K +328 +3%
DADC
566
D.A. Davidson & Co
Montana
$1.36M +$6.69K +58 +0.5%
CFS
567
Coordinated Financial Services
Colorado
$1.36M +$1.36M +11,776 New
BAM
568
Belpointe Asset Management
Nevada
$1.34M +$156K +1,349 +13%
PFA
569
Professional Financial Advisors
Nebraska
$1.33M -$10.6K -92 -0.8%
RSWA
570
Robinson Smith Wealth Advisors
Maine
$1.33M +$7.03K +61 +0.5%
FC
571
Financial Consulate
Maryland
$1.32M – – –
HWM
572
Hemington Wealth Management
Virginia
$1.32M -$1.22M -10,606 -48%
HI
573
Harbour Investments
Wisconsin
$1.31M +$66.4K +576 +5%
SPWM
574
Schrum Private Wealth Management
Florida
$1.3M +$781K +6,774 +151%
IC
575
IEQ Capital
California
$1.3M +$172K +1,491 +15%
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