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

1,234 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, 445 increasing their positions, 430 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+13
Holders Change %
+1.06%
% of All Funds
17.95%
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
445
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 %
CCWM
551
Correct Capital Wealth Management
Missouri
$1.51M +$311K +2,615 +26%
DADC
552
D.A. Davidson & Co
Montana
$1.5M +$105K +887 +8%
FAM
553
Family Asset Management
South Carolina
$1.49M -$160K -1,351 -10%
SPWM
554
Schrum Private Wealth Management
Florida
$1.48M +$139K +1,172 +10%
OAS
555
Optivise Advisory Services
Tennessee
$1.48M +$1.48M +12,419 New
PI
556
PFG Investments
New York
$1.47M -$19.7K -166 -1%
SWC
557
Spectrum Wealth Counsel
Indiana
$1.45M -$594 -5 -0%
GFP
558
Gryphon Financial Partners
Ohio
$1.45M -$2.73K -23 -0.2%
BCA
559
Bay Colony Advisors
Massachusetts
$1.44M +$13.1K +110 +0.9%
HGA
560
Hobbs Group Advisors
South Carolina
$1.42M +$1.42M +11,994 New
SIA
561
Schechter Investment Advisors
Michigan
$1.42M – – –
MPCL
562
My Personal CFO LLC
Washington
$1.42M – – –
AFG
563
Atomi Financial Group
New York
$1.41M -$1.42M -11,940 -50%
CWM
564
Cahaba Wealth Management
Georgia
$1.4M -$55.4K -466 -4%
MWP
565
Meridian Wealth Partners
Pennsylvania
$1.4M -$32.4K -273 -2%
CW
566
CIC Wealth
Maryland
$1.39M -$14.1K -119 -1%
VWM
567
VCI Wealth Management
Missouri
$1.38M +$472K +3,973 +52%
RSWA
568
Robinson Smith Wealth Advisors
Maine
$1.37M – – –
PFA
569
Professional Financial Advisors
Nebraska
$1.37M -$7.72K -65 -0.6%
FC
570
Financial Consulate
Maryland
$1.36M – – –
HWM
571
Hemington Wealth Management
Virginia
$1.35M – – –
BWL
572
Bogart Wealth LLC
Virginia
$1.35M +$97.2K +818 +8%
CFS
573
Coordinated Financial Services
Colorado
$1.35M -$52.7K -444 -4%
CSWM
574
Cassady Schiller Wealth Management
Ohio
$1.33M – – –
IAN
575
Integrated Advisors Network
Texas
$1.33M +$23.9K +201 +2%
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