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

1,273 hedge funds and large institutions have $37B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 486 increasing their positions, 436 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+40
Holders Change %
+3.24%
% of All Funds
18.41%
Holding in Top 10
151
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.18%
New
103
Increased
486
Reduced
436
Closed
47
Calls
$7.22M
Puts
$1.18M
Net Calls
+$6.04M
Net Calls Change
-$4.68M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$6.92B
2
BlackRock
BlackRock
New York
$6.75B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$524M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.05B
5
DCM
Disciplina Capital Management
Tennessee
$113M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Stifel Financial
Stifel Financial
Missouri
$239M
3
DPIM
Duff & Phelps Investment Management
Illinois
$0
4
CS
Cisco Systems
California
$333M
5
Betterment LLC
Betterment LLC
New York
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
876
MGO One Seven
Ohio
$436K +$62.6K +498 +17%
WBC
877
West Branch Capital
Massachusetts
$435K +$503 +4 +0.1%
TWC
878
TD Waterhouse Canada
Ontario, Canada
$434K +$50.4K +405 +13%
FFG
879
Fortem Financial Group
California
$431K – – –
MCM
880
Mengis Capital Management
Oregon
$430K -$7.16K -57 -2%
MWM
881
Meridian Wealth Management
Kentucky
$430K +$430K +3,419 New
ANTB
882
AMG National Trust Bank
Colorado
$428K -$841K -6,692 -66%
SFS
883
Security Financial Services
Indiana
$428K +$428K +3,406 New
AT
884
Arlington Trust
Alabama
$426K +$50.6K +403 +13%
LRWA
885
Long Run Wealth Advisors
New York
$425K +$204K +1,621 +92%
AA
886
AF Advisors
California
$424K – – –
CA
887
CoreCap Advisors
Michigan
$422K +$422K +3,357 New
AAM
888
Aureus Asset Management
Massachusetts
$417K -$46.5K -370 -10%
RFP
889
RCS Financial Planning
Maryland
$417K +$417K +3,323 New
RC
890
Roundview Capital
New Jersey
$414K +$70.5K +561 +21%
SVWAG
891
Sound View Wealth Advisors Group
Georgia
$412K +$412K +3,276 New
PG
892
Proffitt & Goodson
Tennessee
$409K -$94K -748 -19%
DWM
893
Denver Wealth Management
Colorado
$406K +$1.51K +12 +0.4%
GIM
894
Goelzer Investment Management
Indiana
$403K -$124K -990 -24%
CAM
895
Creekmur Asset Management
Illinois
$402K +$78.3K +623 +24%
FMN
896
Financial Management Network
California
$401K -$4.52K -36 -1%
DWM
897
Drive Wealth Management
Utah
$399K +$78.1K +622 +24%
EA
898
Efficient Advisors
Ohio
$398K -$40.2K -320 -9%
CFB
899
Cullen/Frost Bankers
Texas
$398K +$195K +1,556 +97%
LOPW
900
Live Oak Private Wealth
North Carolina
$396K – – –
34 35
36
37 38