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iShares Core S&P Total US Stock Market ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GGS
651
Galvin Gaustad & Stein
Arizona
$912K +$93.6K +812 +11%
GWM
652
Greenhouse Wealth Management
Connecticut
$911K +$2.42K +21 +0.3%
CCFM
653
Clear Creek Financial Management
Washington
$909K +$77.8K +675 +9%
RCM
654
Raleigh Capital Management
North Carolina
$906K -$80.4K -697 -8%
WCWM
655
Willow Creek Wealth Management
California
$904K
CCG
656
Cypress Capital Group
Florida
$897K -$72.1K -625 -7%
FHA
657
First Horizon Advisors
Tennessee
$896K -$5.42K -47 -0.6%
OC
658
Oakworth Capital
Alabama
$893K +$455K +3,946 +104%
TCBWMS
659
Texas Capital Bank Wealth Management Services
Texas
$888K
FAIM
660
Financial Advocates Investment Management
Washington
$886K +$666K +12,311 +302%
CSIC
661
Clifford Swan Investment Counsel
California
$886K
ACI
662
Alpha Cubed Investments
California
$885K +$112K +968 +14%
TW
663
TritonPoint Wealth
Maryland
$884K -$837K -4,085 -49%
BCWM
664
Bartlett & Co Wealth Management
Ohio
$881K +$189K +1,640 +27%
PWM
665
PBMares Wealth Management
Virginia
$878K -$71.1K -617 -7%
VWM
666
VCI Wealth Management
Missouri
$877K -$266K -2,309 -23%
HNB
667
Huntington National Bank
Ohio
$874K -$797K
FWP
668
Falcon Wealth Planning
California
$865K -$4.27K -37 -0.5%
ECG
669
Edge Capital Group
Georgia
$865K +$26.2K +227 +3%
FWM
670
Foguth Wealth Management
Michigan
$855K +$855K +7,413 New
IFWM
671
Institute for Wealth Management
Colorado
$854K +$7.15K +62 +0.8%
PCWA
672
Pacific Capital Wealth Advisors
California
$848K -$126K -1,089 -13%
KFP
673
Keener Financial Planning
Texas
$841K
WP
674
WealthShield Partners
North Carolina
$841K +$32.4K +281 +4%
PPP
675
Private Portfolio Partners
New Jersey
$834K +$6K +52 +0.7%