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

1,233 hedge funds and large institutions have $34.3B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 444 increasing their positions, 430 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,233
Holders Change
+13
Holders Change %
+1.07%
% of All Funds
17.93%
Holding in Top 10
151
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.63%
% of All Funds
2.2%
New
108
Increased
444
Reduced
430
Closed
75
Calls
$11.4M
Puts
$653K
Net Calls
+$10.7M
Net Calls Change
-$45.6M

Top Buyers

1
BlackRock
BlackRock
New York
$5.79B
2
Wealthfront Advisers
Wealthfront Advisers
California
$823M
3
WCP
Wick Capital Partners
Pennsylvania
$99.5M
4
Stifel Financial
Stifel Financial
Missouri
$417M
5
PCIG
Partners Capital Investment Group
Massachusetts
$99.4M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
$0
2
Wells Fargo
Wells Fargo
California
$5.7B
3
Charles Schwab
Charles Schwab
California
$865M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$57.9M
5
PA
Parallel Advisors
California
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
876
Empirical Wealth Management
Washington
$396K +$167K +1,408 +73%
OIA
877
Optimum Investment Advisors
Illinois
$393K +$2.73K +23 +0.7%
FMN
878
Financial Management Network
California
$391K -$53.6K -444 -12%
LPAM
879
Lodestar Private Asset Management
California
$387K -$13.2K -111 -3%
DWM
880
Denver Wealth Management
Colorado
$382K +$1.19K +10 +0.3%
RSA
881
River Street Advisors
Illinois
$376K +$13.2K +111 +4%
LOPW
882
Live Oak Private Wealth
North Carolina
$375K – – –
WHCFA
883
William Howard & Co Financial Advisors
Tennessee
$372K +$356 +3 +0.1%
FA
884
FC Advisory
Pennsylvania
$371K -$4.04K -34 -1%
TWC
885
TD Waterhouse Canada
Ontario, Canada
$367K +$77.5K +651 +27%
EP
886
Edgestream Partners
New Jersey
$367K -$159K -1,335 -30%
CWS
887
Confluence Wealth Services
Pennsylvania
$366K +$88.7K +747 +32%
BWP
888
BSW Wealth Partners
Colorado
$362K -$81.2K -684 -18%
BA
889
Bristlecone Advisors
Washington
$361K – – –
FIM
890
Fernwood Investment Management
Massachusetts
$361K +$594 +5 +0.2%
LRPA
891
L. Roy Papp & Associates
Arizona
$358K – – –
HWA
892
Heartwood Wealth Advisors
Virginia
$357K – – –
SL
893
Sentinus LLC
Illinois
$356K – – –
EFA
894
Evernest Financial Advisors
Indiana
$356K – – –
CCA
895
Childress Capital Advisors
Texas
$356K – – –
KCM
896
Kanawha Capital Management
Virginia
$356K +$107K +900 +43%
AT
897
Arlington Trust
Alabama
$355K – – –
FSG
898
Financial Strategies Group
Michigan
$354K +$121 +1 +0%
CFS
899
CRA Financial Services
New Jersey
$353K -$14.3K -120 -4%
MOS
900
MGO One Seven
Ohio
$353K -$99.5K -838 -22%
34 35
36
37 38