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

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.01B
2
LPL Financial
2
LPL Financial
California
$516M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$368M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$268M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$72.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$266M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$23.5M
4
Charles Schwab
4
Charles Schwab
California
$901M
5
WCP
5
Wick Capital Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
851
Reston Wealth Management
Virginia
$434K +$1.15K +10 +0.3%
BWP
852
BSW Wealth Partners
Colorado
$430K -$51.7K -448 -11%
MW
853
Marcum Wealth
Ohio
$427K +$15.6K +135 +4%
CANC
854
Culbertson A N & Co
Virginia
$426K – – –
TVAMP
855
Tennessee Valley Asset Management Partners
Tennessee
$426K -$227K -1,966 -35%
AAM
856
Aureus Asset Management
Massachusetts
$426K -$33.4K -290 -7%
WHCI
857
W.H. Cornerstone Investments
Massachusetts
$424K +$1.04K +9 +0.2%
AGC
858
Aspen Grove Capital
Colorado
$423K +$423K +3,670 New
RFN
859
Redwood Financial Network
Ohio
$422K -$391K -3,387 -48%
MWM
860
McNaughton Wealth Management
California
$419K -$13.4K -116 -3%
LFG
861
Larson Financial Group
Missouri
$418K +$3K +26 +0.7%
VBFP
862
Valtinson Bruner Financial Planning
Minnesota
$418K – – –
PGFC
863
Peapack-Gladstone Financial Corp
New Jersey
$418K +$808 +7 +0.2%
FMN
864
Financial Management Network
California
$416K +$4.74K +42 +1%
EAM
865
Evanson Asset Management
California
$410K – – –
CW
866
Connectus Wealth
Ohio
$409K -$3.67M -31,794 -90%
WFA
867
Wellspring Financial Advisors
Ohio
$407K +$1.15K +10 +0.3%
JWCA
868
J.W. Coons Advisors
Ohio
$406K +$461 +4 +0.1%
HW
869
Hancock Whitney
Mississippi
$405K -$17.9K -155 -4%
KF
870
KKM Financial
Illinois
$405K – – –
PCA
871
Private Capital Advisors
Connecticut
$404K – – –
AGWCA
872
Annis Gardner Whiting Capital Advisors
Florida
$403K +$403K +3,498 New
AA
873
AF Advisors
California
$403K – – –
MCM
874
Mengis Capital Management
Oregon
$402K – – –
LRIA
875
Leonard Rickey Investment Advisors
Washington
$401K +$7.5K +65 +2%
33 34
35
36 37