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

1,233 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, 444 increasing their positions, 430 reducing their positions, and 75 closing their positions.

Holders
1,233
Holders Change
+13
Holders Change %
+1.07%
% of All Funds
17.94%
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
444
Reduced
430
Closed
75
Calls
$11.4M
Puts
$653K
Net Calls
+$10.7M
Net Calls Change
-$45.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.79B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$823M
3
WCP
3
Wick Capital Partners
Pennsylvania
$99.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$417M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$99.4M

Top Sellers

1
EWM
1
Executive Wealth Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$5.7B
3
Charles Schwab
3
Charles Schwab
California
$865M
4
OBWP
4
O'Brien Wealth Partners
Massachusetts
$57.9M
5
PA
5
Parallel Advisors
California
$315M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIG
51
Partners Capital Investment Group
Massachusetts
$99.4M 835,298 +496,001 +146%
JBA
52
Johnson Bixby & Associates
Washington
$99M 833,702 +15,691 +2%
CA
53
Claar Advisors
New York
$96.1M 808,875 +56,400 +7%
WAG
54
Winthrop Advisory Group
Massachusetts
$90.2M 759,451 +43,722 +6%
DPIM
55
Duff & Phelps Investment Management
Illinois
$90M 757,615 – –
RWP
56
Reliant Wealth Planning
Kentucky
$83.4M 701,978 +2,268 +0.3%
ZF
57
Zhang Financial
Michigan
$81.7M 687,572 -1,865 -0.3%
JIP
58
Jaffetilchin Investment Partners
Florida
$80.7M 679,599 +2,183 +0.3%
Macquarie Group
59
Macquarie Group
Australia
$79.7M 670,740 +78,861 +13%
UWPG
60
Ullmann Wealth Partners Group
Florida
$77.3M 651,201 -4,796 -0.7%
RJA
61
Raymond James & Associates
Florida
$74.9M 630,173 +8,132 +1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$73.3M 617,061 +7,131 +1%
AA
63
Ancora Advisors
Ohio
$72.2M 608,050 +24,711 +4%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$70.9M 596,503 -35,299 -6%
SIM
65
Stratos Investment Management
Ohio
$68.7M 578,218 +114,101 +25%
SQA
66
Simon Quick Advisors
New Jersey
$67.3M 567,007 +12,077 +2%
IOOF
67
Independent Order of Foresters
Ontario, Canada
$65.3M 549,619 +13,964 +3%
HWA
68
Heritage Wealth Advisors
Virginia
$63.4M 533,572 -1,631 -0.3%
CAM
69
Cresset Asset Management
Illinois
$63.3M 533,305 +25,790 +5%
AIM
70
Allen Investment Management
New York
$63.1M 531,212 – –
US Bancorp
71
US Bancorp
Minnesota
$61.3M 516,474 +218,514 +73%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$60.1M 506,256 +273,392 +117%
FWI
73
Facet Wealth Inc
Maryland
$60M 502,967 -31,914 -6%
MML Investors Services
74
MML Investors Services
Massachusetts
$59.6M 501,589 -31,906 -6%
OBWP
75
O'Brien Wealth Partners
Massachusetts
$57.9M 487,332 -455,583 -48%
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