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iShares Core S&P Total US Stock Market ETF

550 hedge funds and large institutions have $10.7B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+43
Holders Change %
+8.48%
% of All Funds
11.92%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.73%
New
91
Increased
243
Reduced
144
Closed
39
Calls
$3.88M
Puts
$504K
Net Calls
+$3.38M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$32.8M -$12.2M -190,172 -27%
BP
52
Ballentine Partners
Massachusetts
$30.3M +$6.41M +99,467 +27%
PAMG
53
Patton Albertson Miller Group
Tennessee
$29.8M -$4.28M -66,440 -13%
HB
54
Homrich & Berg
Georgia
$29.7M -$50.3K -781 -0.2%
EWM
55
Executive Wealth Management
Michigan
$28M -$590K -9,162 -2%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.8M -$683K -10,608 -2%
Betterment LLC
57
Betterment LLC
New York
$25.7M +$9.62M +149,378 +60%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$24.8M -$4.77M -74,023 -16%
BW
59
Biegel & Waller
Maryland
$23.6M +$613K +9,520 +3%
AA
60
Ancora Advisors
Ohio
$23.3M +$475K +7,383 +2%
SPIA
61
Strategic Point Investment Advisors
Rhode Island
$23.2M -$1.45M -22,514 -6%
PA
62
Parallel Advisors
California
$22.7M +$18.4M +286,254 +429%
SWM
63
SigFig Wealth Management
California
$21.9M -$219K -3,408 -1%
CPO
64
Cerity Partners OCIO
New York
$21.6M -$639K -9,916 -3%
BCM
65
Brookstone Capital Management
Illinois
$21.5M +$3.91M +60,765 +22%
RJA
66
Raymond James & Associates
Florida
$21.3M -$5.42M -84,084 -20%
CFA
67
Capstone Financial Advisors
Illinois
$21.3M -$5.9M -91,604 -22%
LGWM
68
Litman Gregory Wealth Management
California
$20.5M +$487K +7,556 +2%
RIG
69
Roosevelt Investment Group
New York
$19.8M +$7.8M +121,069 +65%
LPT
70
Legacy Private Trust
Wisconsin
$19.7M +$19.7M +305,221 New
SPC
71
Sigma Planning Corp
Michigan
$19.3M +$1.73M +26,859 +10%
OIWM
72
OptiFour Integrated Wealth Management
Virginia
$19.2M +$633K +9,827 +3%
SS
73
Simplicity Solutions
Minnesota
$18M +$5.76M +89,463 +47%
AWM
74
AE Wealth Management
Kansas
$17.7M +$8.31M +128,996 +88%
PAG
75
Private Advisor Group
New Jersey
$16.9M +$1.94M +30,198 +13%