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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

683 hedge funds and large institutions have $14.8B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 210 increasing their positions, 304 reducing their positions, and 60 closing their positions.

Holders
683
Holders Change
+11
Holders Change %
+1.64%
% of All Funds
14.04%
Holding in Top 10
108
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.09%
% of All Funds
2.22%
New
75
Increased
210
Reduced
304
Closed
60
Calls
$58.1M
Puts
$1.49M
Net Calls
+$56.6M
Net Calls Change
-$2.65M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.4B
2
Macquarie Group
2
Macquarie Group
Australia
$216M
3
SWM
3
SigFig Wealth Management
California
$158M
4
ST
4
Sentinel Trust
Texas
$188M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$486M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$160M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
BlackRock
3
BlackRock
New York
$1.77B
4
Betterment LLC
4
Betterment LLC
New York
$753M
5
SW
5
SVB Wealth
Massachusetts
$338M
Name Market Value Shares Shares
Change 		Shares
Change %
UWPG
51
Ullmann Wealth Partners Group
Florida
$39M 561,875 -133,068 -19%
DWA
52
Divergent Wealth Advisors
Utah
$38.8M 558,461 -162,004 -22%
UCFA
53
United Capital Financial Advisors
Texas
$36.9M 531,380 +6,419 +1%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$36.6M 527,170 +35,657 +7%
BCM
55
Brookstone Capital Management
Illinois
$36.6M 526,670 -10,570 -2%
TI
56
Truepoint Inc
Ohio
$34.6M 500,137 -58,949 -11%
PFA
57
Pure Financial Advisors
California
$34.5M 497,134 -114,922 -19%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
– – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$32.9M 474,453 -50,797 -10%
LFA
60
Legacy Financial Advisors
Kentucky
$32.5M 468,608 +81,616 +21%
AA
61
Ancora Advisors
Ohio
$32.1M 462,542 +39,312 +9%
LGWM
62
Litman Gregory Wealth Management
California
$31.4M 452,523 +7,385 +2%
IAA
63
Ironsides Asset Advisors
North Carolina
$30.1M 433,582 +194,712 +82%
PAMG
64
Patton Albertson Miller Group
Tennessee
$29.2M 420,299 -3,013 -0.7%
PFO
65
Pathstone Family Office
New Jersey
$28.2M 406,832 +194,962 +92%
EWM
66
Executive Wealth Management
Michigan
$27.9M 401,525 +139,810 +53%
CAM
67
Cresset Asset Management
Illinois
$27.4M 395,139 -255,187 -39%
BWA
68
BDO Wealth Advisors
Florida
$27.1M 390,711 -9,946 -2%
HWA
69
Heritage Wealth Advisors
Virginia
$26.2M 377,377 -9,435 -2%
RJA
70
Raymond James & Associates
Florida
$25.7M 369,710 -46,055 -11%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$25.3M 364,648 +44,913 +14%
EH
72
Equitable Holdings
New York
$25.1M 361,243 -46,886 -11%
A
73
AdvicePeriod
California
$24.7M 1,716,467 +1,413,539 +467%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$23.9M 327,354 -6,532 -2%
GFPC
75
Global Financial Private Capital
Florida
$23.1M 332,382 -381,260 -53%
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