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

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.01B
2
LPL Financial
2
LPL Financial
California
$516M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$368M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$268M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$72.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$266M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$23.5M
4
Charles Schwab
4
Charles Schwab
California
$901M
5
WCP
5
Wick Capital Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
51
HB Wealth Management
Georgia
$94.9M 822,826 +3,464 +0.4%
JBA
52
Johnson Bixby & Associates
Washington
$94.3M 818,011 +6,642 +0.8%
DPIM
53
Duff & Phelps Investment Management
Illinois
$87.4M 757,615 – –
CA
54
Claar Advisors
New York
$86.8M 752,475 +220,860 +42%
WAG
55
Winthrop Advisory Group
Massachusetts
$82.5M 715,729 +34,392 +5%
RWP
56
Reliant Wealth Planning
Kentucky
$80.7M 699,710 +12,338 +2%
ZF
57
Zhang Financial
Michigan
$79.5M 689,437 -4,819 -0.7%
JIP
58
Jaffetilchin Investment Partners
Florida
$78.1M 677,416 +38,133 +6%
UWPG
59
Ullmann Wealth Partners Group
Florida
$75.6M 655,997 -13,879 -2%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$72.8M 631,802 +473,614 +299%
RJA
61
Raymond James & Associates
Florida
$71.7M 622,041 -26,073 -4%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$70.3M 609,930 +24,057 +4%
Macquarie Group
63
Macquarie Group
Australia
$68.2M 591,879 -36,253 -6%
AA
64
Ancora Advisors
Ohio
$67.3M 583,339 +28,841 +5%
EWM
65
Executive Wealth Management
Michigan
$66.8M 580,715 +49,698 +9%
SQA
66
Simon Quick Advisors
New Jersey
$64M 554,930 -652 -0.1%
IOOF
67
Independent Order of Foresters
Ontario, Canada
$61.8M 535,655 -48,752 -8%
HWA
68
Heritage Wealth Advisors
Virginia
$61.7M 535,203 -481 -0.1%
MML Investors Services
69
MML Investors Services
Massachusetts
$61.5M 533,495 -31,469 -6%
AIM
70
Allen Investment Management
New York
$61.2M 531,212 +35,886 +7%
FWI
71
Facet Wealth Inc
Maryland
$60.8M 534,881 +30,654 +6%
CAM
72
Cresset Asset Management
Illinois
$58.5M 507,515 +18,235 +4%
BCI
73
Brinker Capital Investments
Pennsylvania
$56.9M 493,866 +157,776 +47%
OPS
74
Orion Portfolio Solutions
Nebraska
$56.9M 493,866 +157,776 +47%
Truist Financial
75
Truist Financial
North Carolina
$55.6M 482,115 +11,177 +2%
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