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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 %
SWA
676
SFMG Wealth Advisors
Texas
$829K +$4.04K +35 +0.5%
GWMR
677
GC Wealth Management RIA
Massachusetts
$827K +$18.1K +157 +2%
EFH
678
Eaton Financial Holdings
Florida
$826K -$63.4K -550 -7%
AP
679
Atwood & Palmer
Missouri
$816K -$341K -2,961 -29%
FWM
680
ForthRight Wealth Management
Georgia
$814K -$73K -633 -8%
WCM
681
Windsor Capital Management
Arizona
$808K +$3.34K +29 +0.4%
MWP
682
Madison Wealth Partners
Wisconsin
$803K +$18.4K +160 +2%
MAS
683
Madden Advisory Services
Florida
$800K +$39.4K +342 +5%
JTWM
684
Jackson Thornton Wealth Management
Alabama
$796K +$50.7K +440 +7%
BWM
685
BCS Wealth Management
Tennessee
$794K +$143K +1,239 +22%
WPW
686
Watershed Private Wealth
Illinois
$793K -$4.02M -34,821 -84%
KL
687
KWMG LLC
Kansas
$790K
TI
688
Tidal Investments
Wisconsin
$789K +$1.27K +11 +0.2%
GIA
689
GHP Investment Advisors
Colorado
$789K +$346 +3 +0%
VAS
690
Vestmark Advisory Solutions
Massachusetts
$787K -$32.7K -284 -4%
HWA
691
HCR Wealth Advisors
California
$778K
NIM
692
Northeast Investment Management
Massachusetts
$774K +$774K +6,717 New
NJIM
693
Nabity-Jensen Investment Management
Nebraska
$774K
CCM
694
Carlson Capital Management
Minnesota
$771K -$5.48M -47,545 -88%
DIA
695
Dana Investment Advisors
Wisconsin
$766K +$692 +6 +0.1%
BDFN
696
Bond & Devick Financial Network
Minnesota
$762K +$16.8K +146 +2%
SB
697
Strategic Blueprint
Georgia
$762K +$76.3K +662 +11%
MFA
698
McClarren Financial Advisors
Pennsylvania
$762K +$1.85K +16 +0.2%
SC
699
Soundwatch Capital
Connecticut
$760K +$180K +1,567 +31%
PPW
700
Pasadena Private Wealth
California
$758K -$79.8K -692 -10%