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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 %
PCMC
551
Private Capital Management (Colorado)
Colorado
$1.54M -$2.73M -21,708 -64%
GFP
552
Gryphon Financial Partners
Ohio
$1.54M +$754 +6 +0%
MYIA
553
Mount Yale Investment Advisors
Colorado
$1.52M -$1.53M -12,213 -50%
HGA
554
Hobbs Group Advisors
South Carolina
$1.51M +$754 +6 +0.1%
MPCL
555
My Personal CFO LLC
Washington
$1.5M – – –
PTB
556
Pioneer Trust Bank
Oregon
$1.49M -$224K -1,780 -13%
Fifth Third Bancorp
557
Fifth Third Bancorp
Ohio
$1.48M +$241K +1,917 +19%
CW
558
CIC Wealth
Maryland
$1.47M +$2.64K +21 +0.2%
SIA
559
Schechter Investment Advisors
Michigan
$1.45M -$52.4K -417 -3%
RSWA
560
Robinson Smith Wealth Advisors
Maine
$1.45M -$1.76K -14 -0.1%
BCA
561
Bay Colony Advisors
Massachusetts
$1.45M -$69K -549 -5%
WFAG
562
Wescott Financial Advisory Group
Pennsylvania
$1.45M -$343K -2,733 -19%
CIA
563
Compass Ion Advisors
Pennsylvania
$1.45M +$106K +846 +8%
WCG
564
Weaver Consulting Group
California
$1.44M +$52.1K +415 +4%
AAS
565
Ameritas Advisory Services
Nebraska
$1.44M -$489K -3,892 -25%
MWP
566
Meridian Wealth Partners
Pennsylvania
$1.43M -$41.2K -328 -3%
PFA
567
Professional Financial Advisors
Nebraska
$1.43M -$14.6K -116 -1%
HWM
568
Hemington Wealth Management
Virginia
$1.42M – – –
SLWA
569
San Luis Wealth Advisors
California
$1.42M +$69.2K +551 +5%
BFA
570
Beacon Financial Advisory
Ohio
$1.42M +$32.7K +260 +2%
CWP
571
Cyndeo Wealth Partners
Florida
$1.41M +$1.41M +11,214 New
OC
572
Oppenheimer & Co
New York
$1.41M +$81.2K +646 +6%
CSWM
573
Cassady Schiller Wealth Management
Ohio
$1.41M -$5.03K -40 -0.4%
IAN
574
Integrated Advisors Network
Texas
$1.4M -$6.28K -50 -0.4%
AA
575
Axiom Advisory
California
$1.39M +$1.39M +11,427 New
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