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

1,273 hedge funds and large institutions have $37B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 486 increasing their positions, 436 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+40
Holders Change %
+3.24%
% of All Funds
18.41%
Holding in Top 10
151
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.18%
New
103
Increased
486
Reduced
436
Closed
47
Calls
$7.22M
Puts
$1.18M
Net Calls
+$6.04M
Net Calls Change
-$4.68M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$6.92B
2
BlackRock
BlackRock
New York
$6.75B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$524M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.05B
5
DCM
Disciplina Capital Management
Tennessee
$113M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Stifel Financial
Stifel Financial
Missouri
$239M
3
DPIM
Duff & Phelps Investment Management
Illinois
$0
4
CS
Cisco Systems
California
$333M
5
Betterment LLC
Betterment LLC
New York
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
751
Laird Norton Wetherby Wealth Management
California
$694K – – –
WIA
752
Wetzel Investment Advisors
Indiana
$694K +$12.1K +96 +2%
FFL
753
Financial Freedom LLC
Ohio
$693K +$1.13K +9 +0.2%
FAG
754
Financial Architects (Georgia)
Georgia
$691K – – –
DA
755
Detalus Advisors
Missouri
$685K +$685K +5,449 New
CAM
756
Clark Asset Management
New Hampshire
$680K – – –
WPW
757
Waldron Private Wealth
Pennsylvania
$673K -$1.38K -11 -0.2%
JWA
758
JFS Wealth Advisors
Pennsylvania
$670K +$34.9K +278 +5%
CCM
759
Coldstream Capital Management
Washington
$670K -$13.8K -110 -2%
RIA
760
Realta Investment Advisors
Delaware
$667K -$2.05M -16,005 -75%
OWA
761
One Wealth Advisors
California
$667K -$10.3K -82 -2%
CAI
762
Capital Advisors Inc
Oklahoma
$666K -$125K -996 -16%
RMDI
763
R.M. Davis Inc
Maine
$666K – – –
CIA
764
Capital Investment Advisors
Georgia
$664K +$33.5K +267 +5%
SCM
765
SOL Capital Management
Maryland
$663K -$8.16K -65 -1%
CA
766
Calton & Associates
Florida
$661K -$70.2K -559 -10%
NIM
767
Northeast Investment Management
Massachusetts
$659K – – –
SL
768
Salomon & Ludwin
Virginia
$654K +$65.7K +523 +11%
1IA
769
1834 Investment Advisors
Wisconsin
$651K -$126 -1 -0%
CCM
770
Carlson Capital Management
Minnesota
$651K -$98.4K -783 -13%
MSFS
771
Main Street Financial Solutions
Pennsylvania
$641K -$18.7K -149 -3%
TF
772
Tompkins Financial
New York
$638K – – –
MCA
773
MSH Capital Advisors
Arizona
$633K +$502 +4 +0.1%
AWAG
774
ARS Wealth Advisors Group
Florida
$632K -$100K -796 -14%
CIG
775
Cullen Investment Group
Louisiana
$623K +$14.6K +116 +2%
29 30
31
32 33