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

1,220 hedge funds and large institutions have $32.5B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 449 increasing their positions, 437 reducing their positions, and 52 closing their positions.

Holders
1,220
Holders Change
+47
Holders Change %
+4.01%
% of All Funds
17.69%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.32%
New
117
Increased
449
Reduced
437
Closed
52
Calls
$60.3M
Puts
$3.98M
Net Calls
+$56.3M
Net Calls Change
+$37.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.01B
2
LPL Financial
2
LPL Financial
California
$516M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$368M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$268M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$72.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$266M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$23.5M
4
Charles Schwab
4
Charles Schwab
California
$901M
5
WCP
5
Wick Capital Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSCM
76
Spectrum Strategic Capital Management
Oregon
$53.9M 467,170 -6,137 -1%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$53.7M 465,603 +18,921 +4%
SIM
78
Stratos Investment Management
Ohio
$53.5M 464,117 +1,969 +0.4%
SW
79
SVB Wealth
Massachusetts
$53.4M 463,463 +78,937 +21%
JA
80
JVL Associates
Michigan
$52.5M 455,670 -1,668 -0.4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$51.5M 446,363 -8,998 -2%
TPWA
82
TRUE Private Wealth Advisors
Oregon
$50.9M 441,691 +20,240 +5%
William Blair & Company
83
William Blair & Company
Illinois
$48.7M 422,368 +34,878 +9%
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$48.3M 418,723 +4,396 +1%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$47.7M 413,404 -168,788 -29%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$47.5M 412,186 +10,305 +3%
EH
87
Equitable Holdings
New York
$46.1M 400,155 +9,714 +2%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$45.4M 393,404 +3,234 +0.8%
MWM
89
Mission Wealth Management
California
$43.8M 380,163 -3,763 -1%
PFA
90
Pure Financial Advisors
California
$42.4M 367,717 -22,986 -6%
CAL
91
Capital Analysts LLC
Pennsylvania
$41.6M 360,844 +54,134 +18%
KAS
92
Kestra Advisory Services
Texas
$41.4M 358,975 +6,763 +2%
TI
93
Truepoint Inc
Ohio
$41.3M 358,090 +5,797 +2%
GWM
94
Geneos Wealth Management
Colorado
$40.5M 351,204 -13,317 -4%
CAG
95
Crestwood Advisors Group
Massachusetts
$40.4M 350,617 -8,222 -2%
TWM
96
Tolleson Wealth Management
Texas
$40M 347,217 +27,903 +9%
SPIA
97
Strategic Point Investment Advisors
Rhode Island
$40M 347,044 +35,000 +11%
SWIM
98
Smallwood Wealth Investment Management
New Jersey
$39.4M 341,961 -2,628 -0.8%
PCIG
99
Partners Capital Investment Group
Massachusetts
$39.1M 339,297 -146,163 -30%
WCWM
100
Wooster Corthell Wealth Management
Connecticut
$38.6M 335,005 -7,530 -2%
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4
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