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iShares Core S&P Total US Stock Market ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
RA
801
Rodgers & Associates
Pennsylvania
$515K
PMFA
802
Plante Moran Financial Advisors
Michigan
$513K -$77.6K -673 -13%
SC
803
Schiavi & Co
Delaware
$511K
EP
804
Edgestream Partners
New Jersey
$510K +$510K +4,421 New
RA
805
Ruggaard & Associates
Ohio
$509K +$115 +1 +0%
FOA
806
Five Oceans Advisors
California
$508K -$115 -1 -0%
CIBC Private Wealth Group
807
CIBC Private Wealth Group
Georgia
$505K +$11.7K +102 +2%
HSBC Holdings
808
HSBC Holdings
United Kingdom
$500K -$52.1M -451,576 -99%
PD
809
Planning Directions
Pennsylvania
$498K +$1.38K +12 +0.3%
CMBA
810
C.M. Bidwell & Associates
Hawaii
$498K
CIG
811
Cullen Investment Group
Louisiana
$498K +$56.2K +492 +13%
EWA
812
Encompass Wealth Advisors
Oregon
$492K -$9.22K -80 -2%
FEM
813
Fulcrum Equity Management
Texas
$491K -$3.69K -32 -0.7%
CD
814
Chapin Davis
Maryland
$490K -$19.7K -171 -4%
NPF
815
Norris Perne & French
Michigan
$486K -$5.77K -50 -1%
BTWM
816
Brass Tax Wealth Management
Ohio
$484K +$484K +4,200 New
GIM
817
Goelzer Investment Management
Indiana
$484K +$484K +4,198 New
TWM
818
Thrive Wealth Management
Pennsylvania
$484K +$3K +26 +0.6%
EC
819
Eaton-Cambridge
Arizona
$481K -$12.5K -108 -3%
Kayne Anderson Rudnick Investment Management
820
Kayne Anderson Rudnick Investment Management
California
$480K +$115 +1 +0%
RPC
821
Rossmore Private Capital
Connecticut
$478K
AAMC
822
Asset Allocation & Management Company
Illinois
$478K
MWM
823
Marietta Wealth Management
Georgia
$478K -$14.8K -128 -3%
EA
824
Efficient Advisors
Ohio
$470K -$116K -1,003 -20%
EL
825
EQ LLC
Washington
$470K -$115 -1 -0%