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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
18.42%
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
1
Wells Fargo
California
$6.92B
2
BlackRock
2
BlackRock
New York
$6.75B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$524M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.05B
5
DCM
5
Disciplina Capital Management
Tennessee
$113M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$239M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
CS
4
Cisco Systems
California
$333M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
926
Sabal Trust
Florida
$360K – – –
FFM
927
Forum Financial Management
Illinois
$359K +$50.9K +405 +17%
EA
928
Ellsworth Advisors
Ohio
$359K +$126 +1 +0%
MAG
929
Mayfair Advisory Group
Alabama
$358K – – –
SPW
930
Surience Private Wealth
Washington
$358K – – –
DT
931
Diversified Trust
Tennessee
$357K +$357K +2,841 New
KSWA
932
Kathleen S. Wright Associates
Pennsylvania
$357K +$357K +2,840 New
HCP
933
Hardin Capital Partners
South Carolina
$356K +$4.51K +36 +1%
FF
934
Farnam Financial
Arizona
$355K +$355K +2,828 New
FFA
935
Fragasso Financial Advisors
Pennsylvania
$355K – – –
CWM
936
Centurion Wealth Management
Virginia
$354K +$354K +2,817 New
WOSD
937
WFA of San Diego
California
$354K – – –
CWM
938
Cadence Wealth Management
Massachusetts
$353K +$42.7K +340 +14%
MCM
939
McDonough Capital Management
Florida
$353K – – –
AW
940
Alaethes Wealth
Nevada
$352K – – –
SWM
941
Sterling Wealth Management
Illinois
$350K +$126 +1 +0%
SRWM
942
Shira Ridge Wealth Management
California
$350K – – –
1WA
943
180 Wealth Advisors
Washington
$347K -$14.4K -115 -4%
ITIM
944
Indiana Trust & Investment Management
Indiana
$346K +$332K +2,641 +2,257%
AFG
945
Albion Financial Group
Utah
$346K -$478K -3,808 -58%
ANBT
946
American National Bank & Trust
Texas
$344K -$77.9K -620 -18%
LFA
947
Level Financial Advisors
New York
$343K – – –
DWG
948
Darden Wealth Group
Michigan
$342K +$3.77K +30 +1%
CFS
949
CRA Financial Services
New Jersey
$341K -$32.7K -260 -9%
TL
950
Tradewinds LLC
North Carolina
$340K +$65.7K +523 +24%
36 37
38
39 40