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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 %
SDJVC
701
St. Denis J. Villere & Co
Louisiana
$751K +$751K +6,517 New
FCI
702
Financial Counselors Inc
Kansas
$748K +$48.8K +423 +7%
PWM
703
Perigon Wealth Management
California
$747K +$29.4K +255 +4%
YU
704
Yale University
Connecticut
$745K
DWP
705
Daymark Wealth Partners
Ohio
$741K -$25.6K -222 -3%
BOPW
706
Brandywine Oak Private Wealth
Pennsylvania
$736K -$30K -260 -4%
SDWIA
707
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$732K +$692 +6 +0.1%
TFA
708
Trinity Financial Advisors
Ohio
$731K +$60.1K +521 +9%
COCM
709
Charter Oak Capital Management
New Hampshire
$730K -$147K -1,278 -17%
CPA
710
Capital Planning Advisors
California
$730K
HI
711
Human Investing
Oregon
$728K +$10.1K +88 +1%
VAG
712
VisionPoint Advisory Group
Texas
$726K +$95.5K +828 +15%
NRWA
713
North Ridge Wealth Advisors
Oregon
$725K -$22.6K -196 -3%
TFM
714
Trademark Financial Management
Minnesota
$723K +$23.8K +206 +3%
SF
715
Synovus Financial
Georgia
$723K -$16.3K -141 -2%
GC
716
Gibson Capital
Pennsylvania
$722K -$13.7K -119 -2%
BL
717
Balentine LLC
Georgia
$720K -$31.7K -275 -4%
WAL
718
W Advisors LLC
Tennessee
$704K +$346 +3 +0%
First Manhattan
719
First Manhattan
New York
$701K +$23.1K +200 +3%
FLPIM
720
F.L. Putnam Investment Management
Massachusetts
$700K
T
721
TrueFG
Texas
$698K -$9.92K -86 -1%
Deutsche Bank
722
Deutsche Bank
Germany
$695K
HIP
723
HUB Investment Partners
Texas
$694K -$7.5K -65 -1%
GL
724
Graypoint LLC
New York
$692K +$1.04K +9 +0.2%
GFS
725
GYL Financial Synergies
Connecticut
$691K