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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 %
NJIM
701
Nabity-Jensen Investment Management
Nebraska
$763K -$34K -286 -4%
SDWIA
702
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$755K +$831 +7 +0.1%
SWA
703
Stratos Wealth Advisors
Ohio
$755K +$43.2K +364 +6%
CPA
704
Capital Planning Advisors
California
$752K – – –
CAI
705
Capital Advisors Inc
Oklahoma
$748K +$119K +1,002 +19%
SF
706
Synovus Financial
Georgia
$745K +$356 +3 +0%
OCM
707
One Capital Management
California
$744K +$36K +303 +5%
TW
708
Transform Wealth
Colorado
$743K -$267K -2,250 -26%
BL
709
Balentine LLC
Georgia
$742K – – –
TFM
710
Trademark Financial Management
Minnesota
$739K -$6.18K -52 -0.8%
T
711
TrueFG
Texas
$733K +$13.5K +114 +2%
NRWA
712
North Ridge Wealth Advisors
Oregon
$732K -$15.6K -131 -2%
WAL
713
W Advisors LLC
Tennessee
$725K -$119 -1 -0%
BAM
714
Belpointe Asset Management
Nevada
$723K -$660K -5,557 -48%
MW
715
MBL Wealth
North Carolina
$719K +$184K +1,551 +34%
Deutsche Bank
716
Deutsche Bank
Germany
$716K – – –
WPW
717
Watershed Private Wealth
Illinois
$712K -$105K -883 -13%
GFS
718
GYL Financial Synergies
Connecticut
$712K – – –
CWM
719
Congress Wealth Management
Massachusetts
$712K – – –
CCM
720
Carlson Capital Management
Minnesota
$708K -$85.5K -720 -11%
NSAM
721
North Star Asset Management
Wisconsin
$708K +$53K +446 +8%
COCM
722
Charter Oak Capital Management
New Hampshire
$705K -$46.9K -395 -6%
CIBC Private Wealth Group
723
CIBC Private Wealth Group
Georgia
$703K +$172K +1,419 +32%
WP
724
WealthPLAN Partners
Nebraska
$702K -$5.7K -48 -0.8%
FWM
725
ForthRight Wealth Management
Georgia
$699K -$140K -1,177 -17%
27 28
29
30 31