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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 %
GIP
951
Greatmark Investment Partners
Georgia
$338K +$1.26K +10 +0.4%
GPA
952
Garrison Point Advisors
California
$338K – – –
FTDI
953
First Trust Direct Indexing
Massachusetts
$338K +$2.26K +18 +0.7%
UF
954
Univest Financial
Pennsylvania
$337K – – –
HTC
955
Haverford Trust Company
Pennsylvania
$334K – – –
HP
956
HT Partners
Connecticut
$332K -$21.6K -172 -6%
AWM
957
Atticus Wealth Management
Florida
$332K +$30.9K +246 +10%
BPFA
958
Barnes Pettey Financial Advisors
Mississippi
$332K – – –
AO
959
Advisor OS
Illinois
$331K +$251 +2 +0.1%
Kayne Anderson Rudnick Investment Management
960
Kayne Anderson Rudnick Investment Management
California
$331K +$251 +2 +0.1%
OBWG
961
Onyx Bridge Wealth Group
New York
$331K +$8.79K +70 +3%
RWA
962
Roberts Wealth Advisors
California
$329K – – –
DWA
963
Douglass Winthrop Advisors
New York
$327K – – –
IIM
964
InTrack Investment Management
Vermont
$327K – – –
GKWIM
965
Gerber Kawasaki Wealth & Investment Management
California
$325K +$79.4K +632 +32%
TH
966
Team Hewins
California
$324K – – –
MIG
967
McGuire Investment Group
Rhode Island
$324K +$19.5K +155 +6%
CWS
968
Confluence Wealth Services
Pennsylvania
$322K -$64.9K -517 -17%
BCMLT
969
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K +$157K +1,251 +96%
WAAG
970
Wealth Alliance Advisory Group
Kansas
$318K – – –
RIL
971
Rothschild Investment LLC
Illinois
$316K – – –
Jane Street
972
Jane Street
New York
$316K -$34.9K -278 -10%
RDFA
973
Ritter Daniher Financial Advisory
Ohio
$316K +$754 +6 +0.2%
LF
974
Lantz Financial
Illinois
$315K -$41.5K -330 -12%
SHJ
975
Sharkey, Howes & Javer
Colorado
$314K +$314K +2,502 New
37 38
39
40 41