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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 %
CAG
676
Csenge Advisory Group
Florida
$878K +$172K +1,450 +24%
PCWA
677
Pacific Capital Wealth Advisors
California
$874K – – –
MAS
678
Madden Advisory Services
Florida
$855K +$30.9K +260 +4%
GWMR
679
GC Wealth Management RIA
Massachusetts
$852K – – –
SWA
680
SFMG Wealth Advisors
Texas
$852K -$1.54K -13 -0.2%
AP
681
Atwood & Palmer
Missouri
$841K – – –
FLPIM
682
F.L. Putnam Investment Management
Massachusetts
$839K +$118K +995 +16%
TFA
683
Trinity Financial Advisors
Ohio
$829K +$76K +640 +10%
VAS
684
Vestmark Advisory Solutions
Massachusetts
$823K +$12K +101 +1%
TI
685
Tidal Investments
Wisconsin
$819K +$6.53K +55 +0.8%
KFP
686
Keener Financial Planning
Texas
$815K -$50K -421 -6%
KL
687
KWMG LLC
Kansas
$814K – – –
GIA
688
GHP Investment Advisors
Colorado
$813K +$356 +3 +0%
RCM
689
Raleigh Capital Management
North Carolina
$811K -$122K -1,026 -13%
HWA
690
HCR Wealth Advisors
California
$801K – – –
PWM
691
Perigon Wealth Management
California
$799K +$29.2K +246 +4%
NRG
692
Nemes Rush Group
Michigan
$796K +$206K +1,731 +35%
DIA
693
Dana Investment Advisors
Wisconsin
$789K – – –
WP
694
WealthShield Partners
North Carolina
$788K -$78.5K -661 -9%
SF
695
Symphony Financial
Texas
$785K +$99.2K +832 +14%
BDFN
696
Bond & Devick Financial Network
Minnesota
$780K -$5.23K -44 -0.7%
AFG
697
Albion Financial Group
Utah
$780K +$780K +6,563 New
First Manhattan
698
First Manhattan
New York
$777K +$55K +463 +8%
PA
699
Procyon Advisors
Connecticut
$771K +$147K +1,234 +23%
HI
700
Human Investing
Oregon
$766K +$15.7K +132 +2%
26 27
28
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