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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 %
PWM
626
Perigon Wealth Management
California
$1.1M +$255K +2,030 +30%
ML
627
Mayport LLC
Massachusetts
$1.09M – – –
AWA
628
Arkadios Wealth Advisors
Georgia
$1.09M +$410K +3,261 +60%
CA
629
Corrado Advisors
New Jersey
$1.08M +$75.6K +602 +8%
MWA
630
MN Wealth Advisors
Kansas
$1.07M -$56.7K -451 -5%
MAM
631
Milestone Asset Management
Pennsylvania
$1.07M -$235K -1,867 -18%
LSIA
632
LaSalle St. Investment Advisors
Illinois
$1.06M +$714K +5,690 +207%
FPCG
633
Fort Pitt Capital Group
Pennsylvania
$1.05M +$628 +5 +0.1%
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04M +$25.9K +206 +3%
MWM
635
Merriman Wealth Management
Washington
$1.04M -$17.5K -139 -2%
AF
636
Apexium Financial
Texas
$1.04M +$7.29K +58 +0.7%
WS
637
Wedbush Securities
California
$1.04M -$4.65K -37 -0.4%
LA
638
LexAurum Advisors
Kansas
$1.03M -$5.03K -40 -0.5%
CAG
639
Csenge Advisory Group
Florida
$1.03M +$88.7K +699 +9%
RFC
640
Regions Financial Corp
Alabama
$1.03M +$17.5K +139 +2%
MM
641
Meridian Management
Arkansas
$1.02M – – –
GGS
642
Galvin Gaustad & Stein
Arizona
$1.02M +$77.5K +617 +8%
ACM
643
Advisors Capital Management
New Jersey
$1.02M -$130K -1,039 -11%
MG
644
Mather Group
Illinois
$1M -$227K -1,808 -18%
IFWM
645
Institute for Wealth Management
Colorado
$1M +$1.51K +12 +0.2%
MWP
646
Madison Wealth Partners
Wisconsin
$1M +$12.7K +101 +1%
GWM
647
Greenhouse Wealth Management
Connecticut
$999K +$3.64K +29 +0.4%
PIAS
648
PCA Investment Advisory Services
Ohio
$998K +$879 +7 +0.1%
W
649
WealthCollab
Washington
$996K -$48.9K -389 -5%
CCT
650
Capital City Trust
Florida
$989K +$22.2K +177 +2%
24 25
26
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