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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.

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
1
Koshinski Asset Management
Illinois
$18B
2
Raymond James Financial
2
Raymond James Financial
Florida
$302M
3
BlackRock
3
BlackRock
New York
$7.16B
4
Lido Advisors
4
Lido Advisors
California
$243M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.25B

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$16.9M
2
CS
2
Cisco Systems
California
$265M
3
RWP
3
Reliant Wealth Planning
Kentucky
$39.1M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$64.6M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Market Value Shares Shares
Change 		Shares
Change %
LI
1251
LRI Investments
Florida
$161K 1,250 – –
RPA
1252
Redwood Park Advisors
California
$153K 1,189 +1,189 New
WFA
1253
West Financial Advisors
Iowa
$151K 1,175 – –
EF
1254
Empowered Funds
Pennsylvania
$150K 1,168 +1,168 New
CFFP
1255
Center for Financial Planning
Michigan
$149K 1,160 +1,160 New
CAC
1256
Core Alternative Capital
Georgia
$148K 1,150 -100 -8%
DRP
1257
Decker Retirement Planning
Utah
$145K 1,126 +1,126 New
PCM
1258
Perritt Capital Management
Illinois
$144K 1,116 +4 +0.4%
LWANC
1259
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K 1,080 -280 -21%
AEPWM
1260
Atlantic Edge Private Wealth Management
Florida
$139K 1,079 – –
FP
1261
Financial Perspectives
Minnesota
$135K 1,053 +2 +0.2%
EB
1262
Eastern Bank
Massachusetts
$133K 1,031 +313 +44%
PCTC
1263
Perkins Coie Trust Company
Washington
$131K 1,020 – –
PAI
1264
Pittenger & Anderson Inc
Nebraska
$129K 1,004 – –
NSIM
1265
North Star Investment Management
Illinois
$128K 997 – –
PCFFS
1266
Pacific Center for Financial Services
California
$127K 985 – –
EWA
1267
EverSource Wealth Advisors
Alabama
$124K 965 -546 -36%
MPWT
1268
MassMutual Private Wealth & Trust
Connecticut
$122K 950 – –
MEG
1269
Millstone Evans Group
Colorado
$112K 869 +869 New
BHWM
1270
Bay Harbor Wealth Management
Maryland
$110K 853 -47 -5%
ME
1271
McIlrath & Eck
Washington
$110K 852 -47 -5%
CWM
1272
Compass Wealth Management
Connecticut
$106K 824 – –
YAL
1273
Your Advocates Ltd
Texas
$99.7K 775 – –
SWC
1274
Spectrum Wealth Counsel
Indiana
$99.6K 774 +51 +7%
SC
1275
SouthState Corp
Florida
$96.6K 751 -96 -11%
49 50
51
52 53