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iShares Core S&P Total US Stock Market ETF

691 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 290 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.98%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
290
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ISWM
126
Independent Solutions Wealth Management
New York
$10.9M -$504K -6,682 -4%
GG
127
Gleason Group
Kentucky
$10.7M -$151K -1,998 -1%
SIM
128
Stratos Investment Management
Ohio
$10.6M -$792K -10,489 -7%
ASW
129
Astoria Strategic Wealth
Texas
$10.5M -$99.4K -1,261 -0.9%
FM
130
Family Management
New York
$10.4M -$1.48M -19,658 -13%
MCM
131
Monument Capital Management
Virginia
$10.3M -$2.15M -28,479 -17%
APF
132
Alaska Permanent Fund
Alaska
$10.2M -$2.72M -36,000 -21%
OWA
133
Outlook Wealth Advisors
Texas
$9.98M -$137K -1,821 -1%
AAS
134
Avantax Advisory Services
Texas
$9.93M +$3.22M +42,595 +48%
FHB
135
First Hawaiian Bank
Hawaii
$9.51M -$372K -4,924 -4%
IA
136
IFP Advisors
Florida
$9.34M -$1.89M -25,050 -17%
PS
137
Planned Solutions
California
$9.18M +$9.18M +121,664 New
WAM
138
Weatherly Asset Management
California
$9.02M -$299K -3,966 -3%
PCA
139
Personal Capital Advisors
California
$8.9M -$1.71M -22,657 -16%
KOMWMG
140
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.84M -$36.1K -478 -0.4%
WCM
141
Wealthcare Capital Management
Virginia
$8.57M -$409K -5,412 -5%
WA
142
WBH Advisory
Maryland
$8.47M +$58.1K +769 +0.7%
GT
143
Greenleaf Trust
Michigan
$8.29M -$103K -1,369 -1%
ADL
144
Asset Dedication LLC
California
$8.08M +$1.2M +15,853 +17%
PCG
145
Private Capital Group
Connecticut
$7.63M -$1.13M -14,905 -13%
NGA
146
Naples Global Advisors
Florida
$7.56M -$8.3K -110 -0.1%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$7.42M +$7.42M +98,314 New
BRC
148
BHF RG Capital
Arizona
$7.3M +$2.3M +30,481 +46%
IWM
149
IHT Wealth Management
Illinois
$7.16M -$582K -7,706 -8%
RBC
150
Roble Belko & Company
Pennsylvania
$7.11M -$167K -2,212 -2%