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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
+145
Holders Change %
+11.39%
% of All Funds
18.88%
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
Koshinski Asset Management
Illinois
$18B
2
BlackRock
BlackRock
New York
$7.16B
3
Lido Advisors
Lido Advisors
California
$243M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.25B
5
AC
Allstate Corporation
Illinois
$167M

Top Sellers

1
KWM
Kingsview Wealth Management
Oregon
$16.9M
2
CS
Cisco Systems
California
$265M
3
RWP
Reliant Wealth Planning
Kentucky
$39.1M
4
PCIG
Partners Capital Investment Group
Massachusetts
$64.6M
5
Betterment LLC
Betterment LLC
New York
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
826
Merriman Wealth Management
Washington
$655K -$407K -3,162 -38%
CIG
827
Cullen Investment Group
Louisiana
$644K +$6.56K +51 +1%
PCH
828
PGIM Custom Harvest
New Jersey
$636K +$45.3K +352 +8%
AWAG
829
ARS Wealth Advisors Group
Florida
$628K -$19.2K -149 -3%
TFM
830
Trademark Financial Management
Minnesota
$627K -$115K -895 -16%
PIA
831
Panoramic Investment Advisors
Colorado
$624K -$3.99K -31 -0.6%
SRCM
832
Signature Resources Capital Management
California
$621K -$12.5K -97 -2%
CCA
833
Cadent Capital Advisors
Oklahoma
$621K +$1.16K +9 +0.2%
CCM
834
Carlson Capital Management
Minnesota
$621K -$45.1K -351 -7%
MCA
835
MSH Capital Advisors
Arizona
$619K -$28.6K -222 -4%
LSL
836
Legacy Solutions LLC
Pennsylvania
$617K +$617K +4,796 New
HP
837
Hilltop Partners
Indiana
$613K +$16.8K +131 +3%
VCA
838
Verdence Capital Advisors
Maryland
$611K -$18K -140 -3%
OFP
839
OFC Financial Planning
New Jersey
$610K +$610K +4,746 New
LJHT
840
Laurie J. Hall Trustee
$605K – – –
NRWA
841
North Ridge Wealth Advisors
Oregon
$604K -$161K -1,255 -21%
WB
842
West Bancorporation
Iowa
$604K +$53.1K +413 +10%
FWA
843
FSM Wealth Advisors
Ohio
$599K +$361K +2,774 +152%
TWM
844
Thrive Wealth Management
Pennsylvania
$596K +$3.47K +27 +0.6%
WPW
845
Waldron Private Wealth
Pennsylvania
$593K -$96.1K -747 -14%
AC
846
AWM Capital
Arizona
$593K – – –
FA
847
Financial Alternatives
California
$593K – – –
TIA
848
Traphagen Investment Advisors
New Jersey
$592K +$23K +179 +4%
CG
849
CFO4Life Group
Texas
$592K – – –
MWM
850
Marietta Wealth Management
Georgia
$592K +$22.9K +178 +4%
32 33
34
35 36