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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 %
CFP
926
Comprehensive Financial Planning
Pennsylvania
$475K +$475K +3,691 New
CIAS
927
Capital Investment Advisory Services
North Carolina
$473K -$10.3K -80 -2%
AGC
928
Aspen Grove Capital
Colorado
$472K – – –
MW
929
Marcum Wealth
Ohio
$471K – – –
LRIA
930
Leonard Rickey Investment Advisors
Washington
$467K +$13.2K +103 +3%
FGC
931
Financial Gravity Companies
Texas
$462K +$462K +3,591 New
OFP
932
OLIO Financial Planning
Virginia
$461K +$461K +3,588 New
CWM
933
Cadence Wealth Management
Massachusetts
$461K +$99.6K +774 +28%
TW
934
TritonPoint Wealth
Maryland
$459K -$3.22K -25 -0.7%
WFA
935
Wellspring Financial Advisors
Ohio
$458K +$1.54K +12 +0.3%
AWP
936
Axis Wealth Partners
Rhode Island
$458K +$458K +3,560 New
EAM
937
Evanson Asset Management
California
$457K – – –
JWCA
938
J.W. Coons Advisors
Ohio
$455K +$643 +5 +0.1%
VCP
939
Vista Capital Partners
Oregon
$454K +$64.3K +500 +17%
SC
940
Sapient Capital
Indiana
$453K +$73.2K +569 +19%
KF
941
KKM Financial
Illinois
$451K – – –
PCA
942
Private Capital Advisors
Connecticut
$451K – – –
BBHC
943
Brown Brothers Harriman & Co
New York
$451K – – –
YP
944
YANKCOM Partnership
South Dakota
$450K +$450K +3,500 New
CP
945
Cornerstone Planning
North Carolina
$447K +$447K +3,475 New
WBC
946
West Branch Capital
Massachusetts
$447K +$1.8K +14 +0.4%
MWM
947
Meridian Wealth Management
Kentucky
$444K +$4.63K +36 +1%
RSF
948
Rik Saylor Financial
Ohio
$444K +$444K +3,455 New
PA
949
Pinnacle Associates
New York
$441K +$177K +1,376 +67%
FFG
950
Fortem Financial Group
California
$441K – – –
36 37
38
39 40