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

1,418 hedge funds and large institutions have $57B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 464 increasing their positions, 482 reducing their positions, and 47 closing their positions.

Holders
1,418
Holders Change
+145
Holders Change %
+11.39%
% of All Funds
18.89%
Holding in Top 10
159
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.3%
% of All Funds
2.12%
New
219
Increased
464
Reduced
482
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B
2
Raymond James Financial
2
Raymond James Financial
Florida
$302M
3
BlackRock
3
BlackRock
New York
$7.16B
4
Lido Advisors
4
Lido Advisors
California
$243M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.25B

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$16.9M
2
CS
2
Cisco Systems
California
$265M
3
RWP
3
Reliant Wealth Planning
Kentucky
$39.1M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$64.6M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
51
Disciplina Capital Management
Tennessee
$112M 868,106 -32,150 -4%
JBA
52
Johnson Bixby & Associates
Washington
$107M 831,633 -1,833 -0.2%
CA
53
Claar Advisors
New York
$107M 829,875 – –
WAG
54
Winthrop Advisory Group
Massachusetts
$105M 815,056 +30,862 +4%
Macquarie Group
55
Macquarie Group
Australia
$104M 807,199 +123,125 +18%
GA
56
Goldstein Advisors
Wisconsin
$101M 784,299 -55,352 -7%
JIP
57
Jaffetilchin Investment Partners
Florida
$88.1M 684,820 +16,786 +3%
IOOF
58
Independent Order of Foresters
Ontario, Canada
$86.5M 672,744 +123,125 +22%
ZF
59
Zhang Financial
Michigan
$85.5M 664,668 -3,101 -0.5%
AA
60
Ancora Advisors
Ohio
$83.2M 646,790 +21,979 +4%
UWPG
61
Ullmann Wealth Partners Group
Florida
$83.1M 646,449 -5,977 -0.9%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$80.4M 625,381 -22,625 -3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$75.9M 590,381 -35,891 -6%
US Bancorp
64
US Bancorp
Minnesota
$71.8M 557,906 +161,350 +41%
SQA
65
Simon Quick Advisors
New Jersey
$70.4M 547,292 -16,681 -3%
AIM
66
Allen Investment Management
New York
$68.3M 531,212 – –
HWA
67
Heritage Wealth Advisors
Virginia
$68.1M 529,279 -3,542 -0.7%
EWM
68
Executive Wealth Management
Michigan
$66.4M 515,976 -10,934 -2%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$65.6M 510,211 +3,902 +0.8%
PCIG
70
Partners Capital Investment Group
Massachusetts
$64.6M 502,555 -373,288 -43%
MML Investors Services
71
MML Investors Services
Massachusetts
$63.8M 496,369 -11,680 -2%
William Blair & Company
72
William Blair & Company
Illinois
$61.8M 480,124 +21,248 +5%
CAM
73
Cresset Asset Management
Illinois
$61.5M 478,104 -67,488 -12%
Truist Financial
74
Truist Financial
North Carolina
$61.5M 477,878 +14,818 +3%
FWI
75
Facet Wealth Inc
Maryland
$60.8M 459,460 -41,949 -8%
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