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

672 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 246 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-18
Holders Change %
-2.61%
% of All Funds
14.84%
Holding in Top 10
99
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.33%
% of All Funds
2.19%
New
89
Increased
246
Reduced
264
Closed
95
Calls
$60.3M
Puts
$992K
Net Calls
+$59.3M
Net Calls Change
+$57.5M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$696M
2
Wells Fargo
Wells Fargo
California
$1.83B
3
BlackRock
BlackRock
New York
$1.73B
4
ST
Sentinel Trust
Texas
$99.3M
5
NB
Norinchukin Bank
Japan
$90.5M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$358M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$499M
3
PAS
Park Avenue Securities
New York
$0
4
AI
Atria Investments
North Carolina
$0
5
VIP
Viewpoint Investment Partners
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
126
Outlook Wealth Advisors
Texas
$9.39M -$649K -11,348 -6%
GWM
127
Geneos Wealth Management
Colorado
$9.12M +$570K +10,126 +7%
ISWM
128
Independent Solutions Wealth Management
New York
$9.03M +$568K +9,925 +7%
CA
129
Cetera Advisors
Colorado
$8.98M -$2.05M -35,824 -19%
IWM
130
IHT Wealth Management
Illinois
$8.72M +$1.17M +20,389 +15%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$8.65M +$1.73M +30,247 +25%
SIM
132
Stratos Investment Management
Ohio
$8.6M +$2.24M +39,229 +35%
GM
133
GeoWealth Management
Illinois
$8.5M +$477K +8,331 +6%
CAG
134
Crestwood Advisors Group
Massachusetts
$8.46M +$597K +10,435 +8%
BJL
135
Brighton Jones LLC
Washington
$8.21M +$314K +5,485 +4%
HA
136
HYA Advisors
Missouri
$8.19M +$18.8K +329 +0.2%
GIA
137
Gladstone Institutional Advisory
Florida
$8.19M +$2.27M +39,766 +38%
PCA
138
Personal Capital Advisors
California
$8.18M -$21M -298,779 -72%
GG
139
Gleason Group
Kentucky
$8.16M +$286K +4,994 +4%
SFA
140
Sequoia Financial Advisors
Ohio
$7.87M +$2.4M +41,877 +44%
ASW
141
Astoria Strategic Wealth
Texas
$7.71M +$3.14M +54,841 +69%
MAS
142
Madden Advisory Services
Florida
$7.71M +$7.71M +134,704 New
TWM
143
Tolleson Wealth Management
Texas
$7.64M +$7.31M +127,728 +2,177%
HCA
144
Heck Capital Advisors
Wisconsin
$7.5M -$4.03M -70,383 -35%
EK
145
Evensky & Katz
Florida
$7.5M +$484K +8,460 +7%
FHB
146
First Hawaiian Bank
Hawaii
$7.49M -$496K -8,669 -6%
RIG
147
Roosevelt Investment Group
New York
$7.39M -$13.7M -239,931 -65%
WAM
148
Weatherly Asset Management
California
$7.17M +$430K +7,512 +6%
SWM
149
Sugarloaf Wealth Management
Georgia
$6.83M -$1.52M -26,511 -18%
NA
150
NewEdge Advisors
Louisiana
$6.73M -$530K -9,261 -7%
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