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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
Wells Fargo
California
$6.92B
2
BlackRock
BlackRock
New York
$6.75B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$524M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.05B
5
DCM
Disciplina Capital Management
Tennessee
$113M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Stifel Financial
Stifel Financial
Missouri
$239M
3
DPIM
Duff & Phelps Investment Management
Illinois
$0
4
CS
Cisco Systems
California
$333M
5
Betterment LLC
Betterment LLC
New York
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
676
Vertex Planning Partners
Illinois
$894K -$131K -1,039 -13%
AP
677
Atwood & Palmer
Missouri
$890K – – –
WPW
678
Watershed Private Wealth
Illinois
$881K +$128K +1,017 +17%
VAS
679
Vestmark Advisory Solutions
Massachusetts
$872K +$1.88K +15 +0.2%
TI
680
Tidal Investments
Wisconsin
$868K +$1.88K +15 +0.2%
FWP
681
Falcon Wealth Planning
California
$861K -$82K -653 -9%
GIA
682
GHP Investment Advisors
Colorado
$860K +$502 +4 +0.1%
KL
683
KWMG LLC
Kansas
$856K -$4.9K -39 -0.6%
HWA
684
HCR Wealth Advisors
California
$848K – – –
WP
685
WealthShield Partners
North Carolina
$839K +$5.4K +43 +0.6%
DIA
686
Dana Investment Advisors
Wisconsin
$835K – – –
VC
687
Vicus Capital
Pennsylvania
$833K -$169K -1,346 -17%
MCCA
688
Mill Creek Capital Advisors
Pennsylvania
$831K +$831K +6,617 New
SF
689
Symphony Financial
Texas
$831K +$6.26K +50 +0.8%
SC
690
Soundwatch Capital
Connecticut
$830K +$590K +4,694 +246%
MW
691
MBL Wealth
North Carolina
$827K +$66.8K +532 +9%
BDFN
692
Bond & Devick Financial Network
Minnesota
$825K – – –
First Manhattan
693
First Manhattan
New York
$822K – – –
FWM
694
Foguth Wealth Management
Michigan
$821K -$550K -4,386 -40%
CWS
695
Cypress Wealth Services
California
$820K +$120K +953 +17%
RF
696
RHS Financial
California
$819K +$819K +6,521 New
PA
697
Procyon Advisors
Connecticut
$818K +$2.39K +19 +0.3%
OCM
698
One Capital Management
California
$815K +$28.8K +229 +4%
VAMG
699
Voisard Asset Management Group
Michigan
$815K +$350K +2,784 +75%
YU
700
Yale University
Connecticut
$812K +$812K +6,464 New
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