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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 %
CSWM
576
Cassady Schiller Wealth Management
Ohio
$1.3M – – –
SWM
577
Sugarloaf Wealth Management
Georgia
$1.29M -$26.1K -226 -2%
WCG
578
Weaver Consulting Group
California
$1.27M -$6.11K -53 -0.5%
RCM
579
Regency Capital Management
Hawaii
$1.27M -$253K -2,198 -17%
IAN
580
Integrated Advisors Network
Texas
$1.27M -$13.8K -120 -1%
LA
581
Legacy Advisors
Pennsylvania
$1.25M -$75.8K -657 -6%
CAM
582
Clarity Asset Management
Iowa
$1.24M +$3.34K +29 +0.3%
CIA
583
Compass Ion Advisors
Pennsylvania
$1.23M – – –
BWL
584
Bogart Wealth LLC
Virginia
$1.22M -$1.96K -17 -0.2%
WP
585
Westmount Partners
California
$1.22M +$2.77K +24 +0.2%
SFG
586
Sovereign Financial Group
Connecticut
$1.21M -$10.8K -94 -0.9%
MAM
587
Milestone Asset Management
Pennsylvania
$1.2M -$65.8K -571 -5%
Fifth Third Bancorp
588
Fifth Third Bancorp
Ohio
$1.2M -$175K -1,519 -13%
CFA
589
Cahill Financial Advisors
Minnesota
$1.19M +$26.4K +229 +2%
MSA
590
Marino Stram & Associates
Massachusetts
$1.18M – – –
AI
591
Accredited Investors
Minnesota
$1.18M +$7.84K +68 +0.7%
CCWM
592
Correct Capital Wealth Management
Missouri
$1.17M +$348K +3,022 +43%
ST
593
Smithfield Trust
Pennsylvania
$1.16M -$2.77K -24 -0.2%
IFA
594
Index Fund Advisors
California
$1.16M -$15.3K -133 -1%
MG
595
Mather Group
Illinois
$1.15M -$737 -7 -0.1%
TLA
596
Tanglewood Legacy Advisors
Texas
$1.15M +$2.88K +25 +0.3%
IW
597
Imprint Wealth
South Carolina
$1.15M +$1.15M +10,024 New
WWM
598
Wolff Wiese Magana
California
$1.14M – – –
OC
599
Oppenheimer & Co
New York
$1.14M +$9.8K +85 +0.9%
National Bank of Canada
600
National Bank of Canada
Quebec, Canada
$1.14M +$8.64K +76 +0.8%
22 23
24
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