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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 %
AssetMark Inc
701
AssetMark Inc
California
$808K +$180K +1,431 +29%
HI
702
Human Investing
Oregon
$803K -$7.04K -56 -0.9%
CPA
703
Capital Planning Advisors
California
$795K – – –
AGWCA
704
Annis Gardner Whiting Capital Advisors
Florida
$791K +$351K +2,795 +80%
COCM
705
Charter Oak Capital Management
New Hampshire
$790K +$44K +350 +6%
SF
706
Synovus Financial
Georgia
$788K +$377 +3 +0%
SDWIA
707
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$787K -$11.6K -92 -1%
TW
708
Transform Wealth
Colorado
$786K – – –
CA
709
CGN Advisors
Kansas
$785K +$339K +2,698 +76%
BL
710
Balentine LLC
Georgia
$784K – – –
NJIM
711
Nabity-Jensen Investment Management
Nebraska
$782K -$25.6K -204 -3%
RCM
712
Raleigh Capital Management
North Carolina
$778K -$80K -637 -9%
T
713
TrueFG
Texas
$778K +$2.89K +23 +0.4%
DAS
714
Diversify Advisory Services
Utah
$776K -$203K -1,588 -21%
WTC
715
WhitTier Trust Company
Nevada
$772K +$80.5K +641 +12%
FLPIM
716
F.L. Putnam Investment Management
Massachusetts
$772K -$116K -923 -13%
USCWA
717
U.S. Capital Wealth Advisors
Texas
$770K +$770K +6,130 New
KFP
718
Keener Financial Planning
Texas
$770K -$92.7K -738 -11%
PPWP
719
Premier Path Wealth Partners
New Jersey
$768K +$137K +1,093 +22%
WAL
720
W Advisors LLC
Tennessee
$767K +$502 +4 +0.1%
BAM
721
Belpointe Asset Management
Nevada
$761K -$4.02K -32 -0.5%
NSAM
722
North Star Asset Management
Wisconsin
$758K +$9.42K +75 +1%
Deutsche Bank
723
Deutsche Bank
Germany
$757K – – –
GFS
724
GYL Financial Synergies
Connecticut
$753K – – –
OWA
725
Outlook Wealth Advisors
Texas
$751K +$35.7K +284 +5%
27 28
29
30 31