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

114 hedge funds and large institutions have $467M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
114
Holders Change
+30
Holders Change %
+35.71%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
36
Increased
52
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$27.6M
2
AIM
2
Astor Investment Management
Illinois
$54.8M
3
Bessemer Group
3
Bessemer Group
New Jersey
$21M
4
BTS
4
BB&T Securities
Virginia
$34.3M
5
SPC
5
Sigma Planning Corp
Michigan
$13.8M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$1.97M
2
FWP
2
FAS Wealth Partners
Kansas
$17.8M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
CWM
4
Concert Wealth Management
California
$307K
5
EA
5
Efficient Advisors
Ohio
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$312K 3,324 +885 +36%
CWM
77
Concert Wealth Management
California
$307K 3,282 -3,976 -55%
TIM
78
Tortoise Investment Management
New York
$283K 3,014 +2,535 +529%
CAN
79
Cetera Advisor Networks
California
$279K 2,975 +231 +8%
TCM
80
TD Capital Management
Tennessee
$272K 2,896 +1,257 +77%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$271K 2,893 +2,893 New
OWD
82
Osborn Williams & Donohoe
Ohio
$258K 2,750 +2,750 New
Betterment LLC
83
Betterment LLC
New York
$255K 2,720 +2,720 New
TFF
84
The Family Firm
Maryland
$221K 2,352 +2,352 New
HPBT
85
High Point Bank & Trust
North Carolina
$216K 2,300 – –
B
86
Baird
Wisconsin
$205K 2,188 +2,188 New
NES
87
New England Securities
New York
$200K 2,135 +654 +44%
SIA
88
Stancorp Investment Advisers
Oregon
$190K 2,025 +2,025 New
SF
89
Synovus Financial
Georgia
$188K 2,000 – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$168K 1,792 – –
RIA
91
Regal Investment Advisors
Michigan
$112K 1,194 +70 +6%
WA
92
WFG Advisors
Texas
$110K 1,169 +7 +0.6%
GAM
93
Gemmer Asset Management
California
$63K 670 -102 -13%
US Bancorp
94
US Bancorp
Minnesota
$60K 637 – –
PG
95
Patten Group
Tennessee
$58K 615 +615 New
WA
96
WealthTrust-Arizona
Arizona
$45K 481 – –
WTB
97
Washington Trust Bank
Washington
$43K 461 +461 New
SSB
98
Sandy Spring Bank
Maryland
$28K 300 – –
SJIM
99
St. Johns Investment Management
Florida
$24K 252 +252 New
M
100
MOTCO
Texas
$18K 187 +187 New
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