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iShares Core S&P Total US Stock Market ETF

550 hedge funds and large institutions have $10.7B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+43
Holders Change %
+8.48%
% of All Funds
11.92%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.73%
New
91
Increased
243
Reduced
144
Closed
39
Calls
$3.88M
Puts
$504K
Net Calls
+$3.38M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
76
Legacy Financial Advisors
Kentucky
$16.7M -$139K -2,165 -0.8%
BCA
77
Berman Capital Advisors
Georgia
$16.5M +$78.8K +1,224 +0.5%
USAA
78
United Services Automobile Association
Texas
$16.5M +$905K +14,045 +6%
JA
79
JVL Associates
Michigan
$16.3M +$6.43M +99,814 +65%
SHCM
80
Stokes & Hubbell Capital Management
Louisiana
$16.3M -$3.4M -52,723 -17%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$16.2M +$1.68M +17,014 +12%
K
82
Kemper
Illinois
$16M
IAA
83
Ironsides Asset Advisors
North Carolina
$15.4M
ADL
84
Asset Dedication LLC
California
$15.1M +$4.64M +72,057 +44%
GI
85
Gradient Investments
Minnesota
$15M +$14.9M +231,370 +27,479%
ATC
86
Argent Trust Co
Tennessee
$14.3M +$2.14M +33,207 +18%
BTS
87
BB&T Securities
Virginia
$14.3M -$977K -15,178 -6%
MPW
88
MA Private Wealth
California
$14.2M +$13.7M +213,402 +2,751%
AW
89
ACG Wealth
Georgia
$14.2M -$896K -13,907 -6%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$14M -$1.62M -25,128 -10%
TI
91
Truepoint Inc
Ohio
$14M +$912K +14,157 +7%
IWC
92
Integrated Wealth Concepts
Massachusetts
$14M +$2.86M +44,441 +26%
MCM
93
Monument Capital Management
Virginia
$13.9M -$185K -2,879 -1%
EIA
94
Eldridge Investment Advisors
New Hampshire
$13.8M +$3.57M +55,477 +35%
Axa
95
Axa
France
$13.6M +$625K +9,700 +5%
HCA
96
Heck Capital Advisors
Wisconsin
$13.6M +$268K +4,157 +2%
DCM
97
Disciplina Capital Management
Tennessee
$13.3M +$12.8M +198,575 +2,750%
BPB
98
Badgley, Phelps & Bell
Washington
$13.2M -$1.6M -24,916 -11%
TIM
99
Tortoise Investment Management
New York
$12.8M -$600K -9,316 -4%
WC
100
Whitney & Co
New York
$12.4M -$1.19M -17,740 -9%