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iShares Core S&P Total US Stock Market ETF

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
801
Thrive Wealth Management
Pennsylvania
$439K +$631 +6 +0.1%
SSW
802
Stone Summit Wealth
Florida
$437K +$60.7K +577 +16%
Kayne Anderson Rudnick Investment Management
803
Kayne Anderson Rudnick Investment Management
California
$437K +$55.3K +526 +14%
RPC
804
Rossmore Private Capital
Connecticut
$437K
AAMC
805
Asset Allocation & Management Company
Illinois
$436K
BSWA
806
Bromfield Sneider Wealth Advisors
Massachusetts
$435K +$4.84K +46 +1%
EL
807
EQ LLC
Washington
$429K +$105 +1 +0%
EGWAG
808
Elwood & Goetz Wealth Advisory Group
Georgia
$428K
TCM
809
Tradewinds Capital Management
Washington
$427K +$6.21K +59 +1%
JC
810
JB Capital
Connecticut
$426K +$5.47K +52 +1%
Luther King Capital Management (LKCM)
811
Luther King Capital Management (LKCM)
Texas
$425K -$432K
AFG
812
Atomi Financial Group
New York
$421K +$421K +4,000 New
AAM
813
Aureus Asset Management
Massachusetts
$419K -$62.1K -590 -13%
FAIM
814
Financial Advocates Investment Management
Washington
$419K -$249K -2,425 -37%
CPP
815
Capasso Planning Partners
South Carolina
$419K +$183K +1,739 +78%
FPCP
816
Fort Point Capital Partners
California
$419K -$5.26K -50 -1%
BTWM
817
Baker Tilly Wealth Management
Wisconsin
$418K +$7.26K +69 +2%
CPSC
818
Carl P. Sherr & Co
Massachusetts
$418K +$91.4K +869 +28%
CSIA
819
Charles Schwab Investment Advisory
California
$418K -$255K -2,426 -38%
LMKC
820
L.M. Kohn & Company
Ohio
$416K
AssetMark Inc
821
AssetMark Inc
California
$416K -$5.6M -53,253 -93%
CTA
822
Chesley Taft & Associates
Illinois
$414K
KWM
823
Kaydan Wealth Management
Michigan
$413K +$6.31K +60 +2%
VWA
824
VERITY Wealth Advisors
United States
$411K
BMCM
825
Bryn Mawr Capital Management
Pennsylvania
$410K