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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 %
CA
651
Corrado Advisors
New Jersey
$950K +$475 +4 +0.1%
SS
652
Sound Stewardship
Kansas
$948K -$5.23K -44 -0.5%
VC
653
Vicus Capital
Pennsylvania
$947K -$16.3K -137 -2%
IFWM
654
Institute for Wealth Management
Colorado
$945K +$65.6K +552 +7%
PIAS
655
PCA Investment Advisory Services
Ohio
$943K -$39.9K -336 -4%
GWM
656
Greenhouse Wealth Management
Connecticut
$942K +$2.73K +23 +0.3%
MWP
657
Madison Wealth Partners
Wisconsin
$934K +$107K +898 +13%
Neuberger Berman Group
658
Neuberger Berman Group
New York
$932K -$27.4K -231 -3%
DAS
659
Diversify Advisory Services
Utah
$927K -$114K -941 -11%
CCG
660
Cypress Capital Group
Florida
$924K – – –
TCBWMS
661
Texas Capital Bank Wealth Management Services
Texas
$915K – – –
CCT
662
Capital City Trust
Florida
$914K +$914K +7,692 New
CSIC
663
Clifford Swan Investment Counsel
California
$913K – – –
MCC
664
Money Concepts Capital
Florida
$909K -$43.5K -366 -5%
CWC
665
Carolinas Wealth Consulting
North Carolina
$909K -$122K -1,031 -12%
PWM
666
PBMares Wealth Management
Virginia
$905K – – –
FSA
667
Financial Sense Advisors
California
$898K +$898K +7,558 New
JTWM
668
Jackson Thornton Wealth Management
Alabama
$897K +$77.6K +653 +9%
FWP
669
Falcon Wealth Planning
California
$891K -$238 -2 -0%
ECG
670
Edge Capital Group
Georgia
$891K – – –
WCM
671
Windsor Capital Management
Arizona
$889K +$56.8K +478 +7%
GGS
672
Galvin Gaustad & Stein
Arizona
$889K -$50.6K -426 -5%
TCA
673
Transcend Capital Advisors
New Jersey
$887K +$255K +2,151 +40%
BCWM
674
Bartlett & Co Wealth Management
Ohio
$887K -$20.4K -172 -2%
PPW
675
Pasadena Private Wealth
California
$886K +$105K +887 +13%
25 26
27
28 29